Northwestern Mutual

Senior Director - Client Strategy

Westbury, New York, United States

Not SpecifiedCompensation
N/AExperience Level
N/AJob Type
Not SpecifiedVisa
N/AIndustries

Requirements

Candidates should possess a Bachelor’s degree and possess at least 10 years of experience in strategic planning, with a strong preference for experience within the financial services industry. They should demonstrate expertise in crafting actionable, enterprise-level strategies and executive presentation and storytelling skills, along with a passion for imagining the future.

Responsibilities

The Senior Director - Client Strategy will be responsible for defining industry-leading strategies to drive client acquisition and deepen relationships with clients, leveraging methodologies such as root cause analysis and scenario-based planning. They will drive discussions with senior leaders across the enterprise to make strategic investments, prepare and deliver executive presentations, and partner with research teams to gather client insights. Additionally, they will conduct external research, manage distinct projects, and foster relationships with internal and external stakeholders, including financial advisors and other strategy teams.

Skills

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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