Northwestern Mutual

Sales

• Translate strategic goals into innovative experiential tactics that resonate with financial advisors.
• Foster strong partnerships across departments to collaborate and deliver exceptional event experiences.
• Design and execute engaging experiences for key events such as annual meetings and internal conferences.
• Ensure all events showcase Sales Enablement offerings effectively, delivering measurable impact across field events and initiatives.
• Collaborate with the team to distill sales ideas into engaging sales hooks, innovative concepts, promotional giveaways, and more.
• Partner with the creative team to develop compelling concepts for sales promotions.
• Leverage experiential tactics to deepen relationships with financial advisors and drive sales presence.
• Enhance the visibility of the sales team and its resources through strategic event planning and execution.
• Manage projects, ensuring they are delivered on time, within scope, and budget.
• Oversee budget allocations, monitor expenditures, and optimize resources for maximum impact.

Senior Manager, Sales Promotion Activation

Content Marketing Manager

• Craft and execute targeted field promotion messaging and content strategies
• Develop and implement promotional strategies for sales campaigns
• Collaborate with stakeholders to maximize reach and frequency across the field
• Create communications for stakeholders and the national sales team
• Draft and execute comprehensive promotion plans
• Manage stakeholder communications to the national sales team
• Lead content development and copywriting for various projects

Senior Manager, Sales Promotion Content

Consultant

• Conduct analysis of data using complex statistical analysis quantitative methods including linear regression, logistic regression, and methods for clustered and repeated measures data to identify trends, anomalies, and outliers
• Create accurate long-term forecasts for volume, average handle time and shrinkage for all supported workgroups using advanced techniques to develop comprehensive headcount plans
• Drive budget planning cycles through effective support of operational understanding and planning to maximize the budgeting processes
• Develop and maintain staff models looking out 3 years that align with long term business plans, budget requirements and learning needs
• Integrate and interpret data from many different sources including system applications, databases, Excel extracts and databases and format to perform in depth analysis
• Strong understanding of business area to create a comprehensive overview and analysis of critical business data to consult leaders with solutions and options to help resolve business problems
• Recommend KPI’s and metrics for measuring and reporting business results and workforce gaps to business leaders
• Create and maintain workforce planning scorecard and dashboard
• Identify and recommend process improvement opportunities within the Resource Planning team and share observations on processes within the business areas supported
• Leverage data mining, analytics, and reporting tools
• Participates in cross functional projects and develop project deliverables for various enterprise scopes

Resource Planning Consultant

Account Executive

• Strengthen advisor conviction in NM risk products through small group and individual training, case consultations, competitive analysis, illustration design to enable increased risk product sells
• Identify support needed to execute sales opportunities within an advisor’s practice by partnering with Internal Sales Consultant to complete book of business analysis and assist advisors in implementing the recommended client engagements that are a result of the analysis
• Additionally, assist advisors in implementing sales ideas that result from sales campaigns into their client engagements
• Support advisors on case design and positioning product solutions
• Leverage product promotion materials and advanced illustration knowledge to recommend and consult advisors as necessary
• Enable advisors in the field to drive overall risk sales and premium growth to achieve sales targets
• Create and deliver risk product training that builds awareness, conviction, knowledge, and supports competitive positioning
• Collaborate with field leaders to target the appropriate advisors and influence key messaging that supports the risk sales strategy to ensure advisors are appropriately positioning risk products during their client meetings

External Sales Consultant

Technical Program Manager

• Plan, coordinate and actively manage the technical delivery plans for complex, cross-functional technical digital product solutions that generally span multiple technical products
• Manage the end-to-end plan inclusive of all the changes needed to digital products in support of initiative outcomes
• Drive specific aspects of larger programs with medium complexity and make connections across teams to identify and manage inter-dependencies
• Define the program structure and create a single, unified plan to deliver on program objectives
• Drive clarity on objectives, priorities and measures
• Identify, assess and mitigate program risks and issues and remove impediments
• Lead highly visible multidisciplinary project teams or initiatives and provide thought leadership
• Solve unique problems with broad impact, influence resource allocation, and build consensus by explaining difficult or sensitive information
• Work on projects that often involve software development, implementation and upgrades

Senior Technical Program Manager, Digital Wealth Products

Product Manager

• Set Product Vision: Co-create and review with PM and Sr PM, the vision of the product. Analyze KPI's for measures of success and provide recommendations to Sr PM.
• Develop Roadmap: Develop and determine course of action for roadmap based off of reporting and metrics and work closely with Sr PM. Analyze KPI's for measures of success.
• Gather Requirements: Understand and evaluate the problem state and work with key partners on existing approaches to resolve issues.
• Define the product & stakeholdering: Responsible for low complex products and product features and analyze and recommend based on metrics. Strengthen relationships with business partners and knowledge share as needed.
• Design Partnership: Partner with design to ensure cohesive future state user visions and experiences are aligned.
• Author User Stories: Translate requirements to technical details to build and validate use cases and user stories around a product and communicate them effectively.
• Data & Customer Research: Inform product decisions with both qualitative and quantitative data on behavior and experimentation.
• Feature Prioritization: Develop and maintain a prioritized backlog of user stories for implementation according to business value or ROI.
• Facilitate ceremonies: Participate in and sometimes facilitate the daily Scrums, Sprint Planning Meetings and Sprint Reviews and Retrospectives.

Director

• Applies NM change methodology and process to deliver the people side of change required to achieve business outcomes
• Identify potential people-related risks and anticipated points of resistance and develop and recommend plans to mitigate concerns
• Provide insight to project and senior leaders about the potential impact of decisions on the effectiveness of overall change strategy
• Develop and implement integrated change strategies that promote adoption and optimize business benefits across a broad portfolio
• Ensure coordinated delivery to optimize the change experience for affected stakeholder groups
• Manage and influence potential impact of changes to people, process, technology, organization, and culture
• Partner with business leadership across multiple departments and functions to design planning and program delivery approaches
• Create and build efficient change management structures and provide direction and oversight to one or more change teams
• Influence business sponsors and change teams to create integrated deployment strategies and plans
• Educate, influence, align, and coach senior business leaders and project teams to create and implement effective change strategies and plans
• Partner with the enterprise change COE and be an active member of the change community to advance change competencies
• Adopt, integrate, and promote common NM enterprise-wide change process, methodology and language
• Create, recommend, and implement measurement systems for change success (user experience, adoption, utilization, performance standards)
• Promote and advocate for organization change management practices and apply external benchmarking

Field Strategy & Execution Change Lead, Assistant Director

Full-stack Engineer

• Build and maintain an investment data platform running on Snowflake data cloud
• Enable cloud modernization at scale by developing, releasing, and maintaining repeatable patterns
• Apply engineering best practices to analyze, design, develop, deploy and support software solutions
• Recommends efficiencies to current established development and continuous integration practices
• Troubleshoots and resolves technical issues that may arise during the development and deployment of software projects
• Conducts thorough code evaluation to ensure compliance with established coding standards and best practices
• Has an evolving understanding of system-wide architectural challenges
• Contributes to technical discussions and decision-making processes within the team
• May take on a mentoring role and provide guidance and support to junior technical talent

Software Engineer III

• In support of Strategic Planning Strategies’ subscribers and their high-net-worth clients, the Wealth Planning Lead will be a dedicated resource and member of the client-facing Sophisticated Planning Strategies team.
• Acting in a specialist capacity, utilizing advanced planning knowledge in the Ultra/High Net Worth (U/HNW) space; providing top-tier, highly customized financial planning strategies and expertise to advisors and their valued prospects and clients.
• The Wealth Planning Lead regularly collaborates with other financial professionals (i.e. Attorney, CPA) within the SPS team on opportunities to solve for the complex needs of our advisor’s clients.
• Collaboration with team members and Private Client Group advisors to build financial plans with an emphasis on estate planning, business succession, tax optimization, executive compensation, and risk mitigation strategies.
• Provide in-depth case consultation, review of legal, tax and financial documentation, as well as strategy design.
• Analyze clients’ current financial situation and model recommended advanced planning concepts utilizing internal and external software.
• Regularly present strategies and solutions to advisors and their clients; applying strong influencing skills to enable client decision making and implementation.
• Build and leverage relationships with internal stakeholders to address unique client circumstances to ensure appropriate and timely delivery of financial recommendations.
• Exhibit empathy and emotional intelligence to understand and address client concerns effectively.
• Ensure timely responses to client inquiries and issues, demonstrating a strong commitment to client satisfaction.