Senior Director of Marketing - Remote
Prevail LegalSalary not specified
- Full Time
- Senior (5 to 8 years)
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Wealth Management, Legal ServicesIndustries
Requirements
Candidates must possess a Juris Doctor (JD) degree from an accredited program, and a minimum of 10 years of experience in estate and business planning, preferably in a consulting role with clients and/or financial advisors. Additional advanced degrees such as CFP, CPA, or LL.M. are preferred, and Series 6 or Series 7 licenses are required or must be obtained within six months of hire, along with a Home State Insurance License also required or obtained within six months. Strong analytical skills and excellent written and verbal communication skills are essential, as is experience with planning software like MoneyGuidePro, eMoney Advisor, or WealthTec.
Responsibilities
This Senior Director will collaborate with a team of professionals to design comprehensive estate and business plans for high-net-worth and ultra-high-net-worth clients, analyzing clients’ financial situations to develop strategies and drive client decision-making. The role involves examining and positioning solutions focused on Northwestern Mutual’s approach, leading presentations to advisors and clients, and collaborating with clients’ outside legal and tax advisors. Responsibilities also include managing workflow, building relationships with other areas of the company, and ensuring seamless delivery of planning presentations, while maintaining a desire to mentor others.
Skills
Estate Planning
Business Planning
Legal Document Review
Client Consultation
Financial Analysis
Tax Strategies
Wealth Transfer
Business Succession
Tax Mitigation
Executive Compensation
Legal and Tax Collaboration
Presentation Skills
Organizational 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.
Key Metrics
Milwaukee, WisconsinHeadquarters
1856Year Founded
N/ACompany Stage
Consulting, Fintech, Financial ServicesIndustries
10,001+Employees