Job Description
Responsibilities
Leadership
- Member of the executive leadership team and active participant in driving execution of Network Office annual strategies and 10-year vision
- Responsible for building the vision and strategic plan for Career Advisor growth, productivity & engagement
- Lead, manage, and professionally develop a marketing coordinator
Career 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 Platform
- Liaison between the NO and HO including but not limited to: Sales Enablement, Practice Management, PCG, Field Growth and Engagement, Continuity and Succession, NO product specialists
- Subject matter expert for Sophisticated Advisors and Teams: PCG and Ensembles
- Organization, communication, education, facilitation and/or implementation of local programs/services
Strategic Relationships
- Relationship Owner – External Consultants to Career Advisors
- Liaison between offices and headquarters
- Partner with office leaders and the U5 Development team to align on O5 expectations for LOS 3-4 advisors
- Consult LOS 3-4 advisors on practice-management fundamentals, vision, business model development, goal setting, and revenue streams
Marketing & Brand (CMO)
- Provide strategic leadership for the Marketing Engagement (MEP) and Mentorship (MMP) programs, coaching and consulting advisors and their teams
- Direct marketing education, brand, and communications strategy for the office
- Champion the Northwestern Mutual brand locally, guiding media relations, PR, accolades, and social and website strategy
- Set marketing priorities and direction, delegating hands-on execution – collateral, events, digital content, and production – to the marketing coordinator
- Develop Marketing Coordinator to become the key point of contact and subject matter expert on FR webpage and advisor’s social media coverage
Role
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.
Job Tags
Full time, Work at office, Local area, Remote work, Home office