Adoption Lead

Summary:

Provides the highest-level of expertise and consultation to meet functional and cross functional goals related to digital adoption. This role is accountable for the overall results and ongoing utilization of assigned digital products. This may include defining the project structure into manageable work units, identifying needs and obtaining/allocating resources, overall scope, interdependencies, relationship management, communication, methods for monitoring and reporting on status, and organizational change management. This role works directly with digital product and business leadership leadership on priority initiatives, helping them see how the work fits into the bigger picture, as well as mitigate any end user pain points that may arise.

Primary Duties & Responsibilities:

• Engage with our sophisticated advisors focused on understanding the practice operations and advisor client engagement for increased adoption across digital experiences.
• Consulting on development and implementation of overall holistic communication strategy for Field and Home Office for Adoption Initiative (in collaboration with Strategic 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

Qualifications:

• 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.
• In depth knowledge of the distribution system, network office operations, Northwestern Mutual's products, marketing approaches and sales and career cycle, or equivalent knowledge from another company.
• 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.

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 additiona l information relating to location-based pay structures.

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.