Principal, Field Performance at Northwestern Mutual

Milwaukee, Wisconsin, United States

Northwestern Mutual Logo
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries

Requirements

  • Minimum 8-10 years of progressively responsible work experience emphasizing decision making, finance, consultation, influence, and communication
  • Advanced graduate degree and excellent academic record required (e.g. MBA, PhD, etc.). CFA or CPA preferred
  • Ability to work collaboratively in a team environment
  • Exceptional analytical and problem-solving skills
  • An understanding of economic forces affecting the financial services industry
  • Critically and logically evaluates costs, risks and benefits of alternatives before coming to a solution
  • Engages in and models courageous and constructive dialogue; confidence to offer a new and potentially challenging idea to foster conversation and critical thinking; ability to deliver difficult / complex messages and help others understand multiple points of view
  • Demonstrated ability to anticipate and respond quickly and creatively to change and shifting, sometimes competing, priorities. Comfort operating through risk and uncertainty in a high-volume work environment
  • Knowledge of field compensation, general and district agent contracts, and agency finances and operations preferred
  • Significant Travel required

Responsibilities

  • Influence and execute on affiliate business plans and align these plans with the Company strategy
  • Stage, sequence and deliver strategic initiatives within each distribution affiliate
  • Collaborates with the affiliate's leadership team to operationalize and execute strategy locally
  • Provide real time feedback and collaborate with corporate partners on the development of strategic initiatives
  • Develop and communicate recommendations to senior leadership
  • Partners and advises Managing Partners on their operations as the primary business advisor, relationship manager and performance driver, with holistic accountability for 3-4 network offices
  • Drive performance of these affiliates by applying problem solving and experience based judgment to complex challenges including local strategy, financial management, talent development optimization, culture refinement, regulatory compliance and leadership development

Skills

Financial Management
Strategic Planning
Leadership Development
Talent Development
Regulatory Compliance
Problem Solving
Analytical Skills
Consultation
Influence
Communication
Risk Assessment
Economic Analysis

Northwestern Mutual

Provides financial security services, and wealth management

About Northwestern Mutual

Northwestern Mutual offers personalized financial planning, life insurance, and investment services, leveraging leading-edge technology to manage over $125 billion in client assets for more than 4.5 million clients.

Milwaukee, WisconsinHeadquarters
1856Year Founded
N/ACompany Stage
Consulting, Fintech, Financial ServicesIndustries
10,001+Employees

Benefits

Growing your Career
Compensation & Time Off
Insurance plans
Health Savings Account
Wellness programs & resources
401(k) plan and cash balance contributions

Risks

Fintech platforms like Carefull challenge traditional financial advisory services.
Internal competition may arise from Wellthi's focus on the Black community.
Customer dissatisfaction may grow due to increased retirement age expectations.

Differentiation

Northwestern Mutual maintains the highest financial strength ratings in the industry.
The company launched 'The Great Realization' campaign to refocus customer priorities.
Northwestern Mutual offers a unique Long-Term Advantage product with life insurance benefits.

Upsides

The aging population increases demand for retirement planning and long-term care solutions.
Partnerships with tech firms enhance Northwestern Mutual's data analytics capabilities.
Digital transformation in insurance leads to more personalized customer experiences.

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