Chief Growth Officer & Chief Marketing Officer

Greater Chicago

  • Skokie, Illinois
  • 30+ days ago

    Highlights

    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. 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.

    Numbers & Facts

    LocationSkokie, Illinois

    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.

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