Practice Management Consultant Specialist

This is a hybrid position in Milwaukee

About the Job:

Responsible for consulting to field leaders, advisors and teams, with additional consulting, communication, escalation, leadership, subject matter expertise, and presentation responsibilities.   

What You’ll Do:

Consulting:

• Consulting Level 1-2 delivery and referral coordination: Triaging, delivering, and referring Practice Management Level 1-2 content and support.

• Consulting knowledge depth: Expertise in one or more of NM’s Practice Management content areas including human capital, transition/succession, practice efficiency, and/or related.

• Teams: Ability to provide in-depth support for potential and operating teams (strategic groups).

• Consulting quarterbacking and ownership: Quarterback teaming consultations with field, field leaders, performance team members and home office, including industry partners when appropriate. Responsible for consult ownership, stakeholder communication, resolution, and documentation for future team reference.

• Team escalation point: Act as an escalation point within the team.

• Consulting quality and continuous improvement:  Leadership in helping the consulting team improve the client experience, overall quality of the interaction, best practice sharing and improvement opportunities. Proactively brings the voice of the field back and shares with other stakeholders to drive innovation and improvement. 

Subject Matter Expertise:

• Content: Coordinating with Practice Management Managers on content development, execution, communication, adoption, and gathering feedback. Recognizes challenges and recommends process improvement.

Strategy, Communication & Presentations:

• Field, field leadership, home office communication and engagement:  Educate and communicate with partners regarding practice management tools and resources. Develop cross-functional relationships to create practice management advocates within the home office, the field, and field leadership.

• Presentation responsibilities: Create, lead, and facilitate conference calls, webinars, presentations, study groups and workshops within the home office, in the field, and with all levels of advisors and leadership.

What You’ll Bring to the Role:

• Bachelor's degree in Business Administration or related field or an equivalent combination of education and/or progressively responsible work experience.

• Minimum five years of progressively responsible experience in financial services or other business administration functions, to include a minimum of 2 years organizational and project management skills with ability to prioritize, lead, manage, and collaborate in multiple projects.

• Demonstrated ability to prioritize consulting and project work and make the outputs visible and transparent with both the client and key internal stakeholders.

• Strong leadership, decision-making and team-building skills.

• Strong communication skills (oral and written) with ability to make presentations and create written reports.

• Strong interpersonal skills with demonstrated ability to establish rapport at all levels of the home office and third parties including consultants and potential partners.

• Strong analytical and research skills with proven ability to absorb complex information and independently solve problems in a dynamic environment.

• High degree of self-motivation with leadership and initiative in sharing information, contributing towards group goals and accepting responsibility for results.

• Ability to travel as needed.

• Experience working with Northwestern Mutual Field audience.

Skills You have:

• Consulting: Connects with stakeholders to understand and gain specific information to help resolve customer problems in a given domain. Communicates effectively intent to customers, solicits customer requirements, utilizes domain knowledge and collaborates with the right stakeholders.

• Customer Service Mindset: Anticipates customer needs and applies understanding of customer needs or perspectives to solve problems and drive outcomes as the basis for decision making. Leverages knowledge of trends affecting customer to help them make informed decisions.

• Field Advocacy: Serves as an advocate and liaison of the field to produce meaningful interactions with the field that increase awareness and satisfaction with products and services; brings a field-centric mindset to value creation, prioritization, sequencing, and/or design of digital product enhancements, to maximize value to the field and increase the effectiveness of adoption.

• Interpersonal Savvy: Relates well to all kinds of people inside and outside of the organization. Builds appropriate rapport, constructive and effective relationships. Uses diplomacy and tact and diffuses high-tension situations comfortably.

• Learning Agility & Critical Thinking: Pursues learning and obtains knowledge continuously in relevant fields, methods, or technologies in current and future practices; continuously utilizes critical thinking to identify opportunities, execute solutions, and measure impact to constantly improve existing practices and processes based on feedback, lessons learned, and market trends.

#LI-Hybrid

Compensation Range:

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We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, clickhere to learn more.

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Northwestern Mutual is an equal opportunity employerwho welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.