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Northwestern Mutual · 4 hours ago

Adoption Lead

Milwaukee, WI Corporate

Full-time

Onsite

Senior Level, Lead/Staff

$95K/yr - $202K/yr

10+ years exp

Northwestern Mutual is a company focused on client interests, and they are seeking an Adoption Lead to provide expertise and consultation for functional goals. This role is responsible for managing adoption initiatives, collaborating with business partners, and driving organizational change within the company.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

Responsibilities

Engage with our sophisticated advisors focused on understanding the practice operations and advisor client engagement for increased adoption of all experiences

Consulting on development and implementation of overall holistic communication strategy for Field and Home Office for Adoption Initiative (in collaboration with Field Communications)

Drives organization change consulting and methodology across the function, using accepted methodologies to implement a more prescriptive and proactive approach to how we drive change in the field and within the function

Develop actionable insights from field feedback and incorporate into adoption strategies and product development priorities

Coordinate with technology partners on high level impact analysis of proposed solution

Analyze the industry landscape including wealth management awareness and a subject matter expert on priority initiatives

Assist the business in developing a point of view on future state experiences

Qualification

Consulting experienceProject managementLeadership skillsFinancial services knowledgeAnalytical skillsCommunication skillsTeam-building skillsFacilitation experienceInterpersonal skills

Required

Advanced degree in Business, finance or related field or an equivalent combination of education, field experience and/or progressively responsible work experience

Minimum 10 years of progressively responsible experience working closely with a financial services distribution system in a consulting capacity with ability to build relationships and gain traction

Experience in project management and consulting work. Experience in aligning projects to corporate strategies

Strong leadership, vision and strategy, decision-making and team-building skills. Excellent facilitation experience to include integrating staff from various functions, leading and influencing others who are not under direct control

High level of credibility with the Network Offices and field management including excellent platform skills

In depth knowledge of the distribution system, Network Office operations, Northwestern Mutual's products, marketing approaches and sales and career cycle

Strong communication skills with ability to motivate a wide variety of audiences

Strong interpersonal skills with demonstrated ability to establish rapport at all levels of the home office and in the field

Strong background in analytics and measurement