Practice Management Consultant Specialist

Northwestern Mutual

Milwaukee, WI

JOB DETAILS
SKILLS
Administrative Skills, Best Practices, Business Administration, Change Management, Communication Skills, Consulting, Content Development, Continuous Improvement, Cross-Functional, Customer Experience, Customer Support/Service, Documentation, Establish Priorities, Financial Services, Human Capital, Interpersonal Skills, Leadership, Management Consulting, Market Trend Analysis, Multitasking, Needs Assessment, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Product Design, Project/Program Management, Reporting Skills, Resolve Customer Issues, Root Cause Analysis, Thought Leadership, Trend Analysis, Webinar, Willing to Travel, Writing Skills
LOCATION
Milwaukee, WI
POSTED
Today

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:

Pay Range - Start:

$78,190.00

Pay Range - End:

$145,210.00

Geographic Specific Pay Structure:

Structure 110:

$86,030.00 USD - $159,770.00 USD

Structure 115:

$89,950.00 USD - $167,050.00 USD

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, click here to learn more.

Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!

Northwestern Mutual is an equal opportunity employer who 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.

Skills

Customer Service Mindset (NM) - Intermediate, End-User Advocacy (NM) - Intermediate, Continuous Improvement (NM) - Intermediate, Change Management (NM) - Intermediate, Problem Management (NM) - Intermediate, Root Cause Analysis & Decision Quality (NM) - Advanced, Consulting (NM) - Intermediate, Field Advocacy (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Field Relations (NM) - Intermediate, Project Management (NM) - Intermediate, Thought Leadership (NM) - Intermediate, Adaptive Communication (NM) - Advanced, Solution Development (NM) - Intermediate, Learning Agility & Critical Thinking (NM) - Advanced, Interpersonal Savvy (NM) - Intermediate, Organization (NM) - Intermediate

FIND YOUR FUTURE

We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.

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About the Company

N

Northwestern Mutual

Who We Are

What we believe.

We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities.
These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.

We’re known for our financial strength.

That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities.

We care.

We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about.


Why Work Here

We’re strong and growing.

In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.

We invest in our people.

We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.

Be part of building our future.

We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee.

Enjoy Milwaukee.

Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots.


Our Culture

We are always evolving.

At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.

We do what’s right.

Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work.

We recognize and develop possibilities in our people.

Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective.

Diversity makes us better.

We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

COMPANY SIZE
5,000 to 9,999 employees
INDUSTRY
Financial Services
FOUNDED
1857
WEBSITE
https://www.northwesternmutual.com/