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Field Experience, Client Management Business Lead

Northwestern Mutual

Northwestern Mutual

This job is no longer accepting applications

See open jobs at Northwestern Mutual.
Milwaukee, WI, USA
Posted on Friday, February 9, 2024
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

Northwestern Mutual (NM) has been helping families and businesses achieve financial security for 165+ years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and groundbreaking technology to best serve our clients!

What is the role?

As a Field Experience, Client Management Business Lead, you will sit within the Career Distributions department. Career Distributions (CD), is at the forefront of working across the home office and sales force as one team to achieve the sales and growth objectives the company expects, while delivering the experience our distribution needs and deserves.

You will be responsible for mapping out business processes and future state experiences for Client Management. As a trusted resource and advocate for business priority lead, you will translate industry experiences and field challenges into a storyboard, process map and business requirements. Architect experiences using business process management to design, analyze, implement, and control processes. Preferable experience working with Advisor platform work in the industry

Primary Duties And Accountabilities

  • Responsible to define and drive the future of the Client Management experience that connects multiple capabilities into a streamline workflow, representing the common business processes for the sophisticated advisors.
  • Engage with our sophisticated advisors focusing on understanding the practice operations and advisor client engagement for detailing the business process maps and storyboards /journey maps
  • Analyze the industry landscape for client management that includes wealth management awareness and a subject matter expert
  • Assist the business priority lead in developing a point of view on future state experiences


  • Bachelor's 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
  • Strong leadership, vision and strategy, decision-making and team-building skills.
  • 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.
  • Proven ability to think strategically and to design efficient solutions to address long-range distribution system needs
  • Industry experience on advisor platform or wealth management experiences a plus
  • Highly preferred FINRA Series 7 and Series 6


  • Tuition reimbursement, commuter plans, and paid time off
  • Highly competitive compensation that include base salary plus bonus
  • Medical/Dental/Vision plans, 401(k), pension program

Compensation Range

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Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additional information relating to location-based pay structures.

Grow your career with a best-in-class company that puts our client’s interests at the center of all we do. Get started now!

We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.


We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.

  • Flexible work schedules
  • Concierge service
  • Comprehensive benefits
  • Employee resource groups

This job is no longer accepting applications

See open jobs at Northwestern Mutual.