Responsibilities
Leadership
Member of the executive leadership team and active participant in driving execution of Network Office annual strategies and 10-year visionResponsible for building the vision and strategic plan for Career Advisor growth, productivity & engagementLead, manage, and professionally develop a marketing coordinatorCareer Advisor Consulting and Practice Management
Consulting and coaching career advisors and their teams (through a clear segmentation framework): Business Model Design, Team Development, Business & Operations Management, Strategic Planning, Integrated Planning, Client Acquisition & Engagement Models, Leadership Development, Accountability, Succession, Ensemble PlatformLiaison between the NO and HO including but not limited to: Sales Enablement, Practice Management, PCG, Field Growth and Engagement, Continuity and Succession, NO product specialistsSubject matter expert for Sophisticated Advisors and Teams: PCG and EnsemblesOrganization, communication, education, facilitation and/or implementation of local programs/servicesStrategic Relationships
Relationship Owner – External Consultants to Career AdvisorsLiaison between offices and headquartersPartner with office leaders and the U5 Development team to align on O5 expectations for LOS 3-4 advisorsConsult LOS 3-4 advisors on practice-management fundamentals, vision, business model development, goal setting, and revenue streamsMarketing & Brand (CMO)
Provide strategic leadership for the Marketing Engagement (MEP) and Mentorship (MMP) programs, coaching and consulting advisors and their teamsDirect marketing education, brand, and communications strategy for the officeChampion the Northwestern Mutual brand locally, guiding media relations, PR, accolades, and social and website strategySet marketing priorities and direction, delegating hands-on execution – collateral, events, digital content, and production – to the marketing coordinatorDevelop Marketing Coordinator to become the key point of contact and subject matter expert on FR webpage and advisor’s social media coverageRole
Connection | Growth | Retention | Brand
The primary role of the Chief Growth / Marketing Officer is to consult with career advisors on productivity drivers & strategies, business model design, practice management, and leadership development to drive overall growth and retention through retirement, while providing strategic marketing, media relations, and client-experience direction to advisors and the Network Office. This role will focus on growth in the following areas for experienced Advisors: Premium, New Clients, New Asset Credit and Retention.
Preferred Qualifications
•10+ years Financial Services/Wealth Management experience
•Coaching experience
•Exceptional written, verbal, presentation and leadership skills
•Strong project management and collaboration skills
•Ability to think strategically while acting tactically
•Life & Health or Series Licensing
Base salary of $130,000-150,000+, with bonus eligibility for exceeding performance metrics.
Benefits include health insurance, PTO and 401k with match.
Please note that this role will be in the Skokie, IL Office 4 days a week with an option to be remote on Friday's after an initial period of time with supervisor approval.