Northwestern⠀Mutual’s⠀Client⠀Experience⠀Strategy⠀team⠀creates⠀and⠀orchestrates⠀transformational⠀strategies⠀that are⠀placing⠀our⠀clients at⠀the heart⠀of⠀everything⠀we do.⠀This role⠀will be⠀part of a⠀team of⠀high-powered,⠀aspirational⠀leaders⠀that⠀embody and⠀embrace⠀Northwestern⠀Mutual’s⠀commitment⠀to a⠀best-in-class⠀client⠀experience⠀and⠀recognize⠀the⠀importance⠀of being⠀at the⠀forefront⠀of⠀innovation⠀in⠀financial⠀services.
We⠀are⠀actively⠀seeking an⠀energetic⠀innovative⠀strategist⠀to join⠀Northwestern⠀Mutual’s⠀client⠀experience⠀strategy⠀team. We⠀are⠀looking⠀for an⠀individual⠀who has⠀experience⠀applying⠀client-centric⠀insights⠀to define⠀industry-leading⠀concepts,⠀developing⠀experience-oriented⠀outcomes,⠀and⠀translating⠀those⠀outcomes⠀into⠀portfolios⠀of work.⠀The ideal⠀candidate⠀will be⠀able to⠀operate in⠀ambiguous⠀situations,⠀think⠀laterally⠀with a⠀future⠀orientation,⠀and make⠀decisions⠀in a⠀data-driven⠀manner.
Primary⠀Duties &⠀Responsibilities
As⠀Senior⠀Director⠀of Client⠀Experience⠀Strategy,⠀you will⠀be⠀defining⠀industry-leading⠀strategies⠀to deepen⠀engagement⠀and⠀relationships⠀with⠀clients⠀through⠀financial⠀planning.⠀This role⠀guides⠀discussions⠀with⠀senior⠀leaders in⠀CX and the⠀broader⠀enterprise⠀to help⠀make⠀strategic⠀recommendations⠀for⠀innovative⠀investments⠀and with⠀significant⠀impact on⠀the⠀Company's⠀future⠀direction⠀and⠀performance.⠀You and⠀your team⠀will sit⠀at the⠀intersection⠀of⠀consumer⠀insights,⠀strategy,⠀and⠀business⠀planning &⠀operations⠀to bring⠀our⠀differentiated⠀client⠀experience⠀to life.
Key focus areas include:
- Research⠀our⠀client’s⠀challenges⠀and⠀financial⠀goals as a⠀driver for⠀creating⠀industry-leading,⠀innovative⠀ways to⠀deepen⠀engagement⠀and build⠀intergenerational⠀relationships⠀with⠀clients
- Apply⠀internal⠀and⠀external⠀research⠀(e.g.,⠀megatrends)⠀to inform⠀creation⠀of a⠀future⠀state⠀experience,⠀which is⠀directly⠀supported⠀by data⠀and⠀strategic⠀insights
- Clearly⠀articulate⠀how⠀proposed⠀future⠀experiences⠀build upon⠀Northwestern⠀Mutual’s⠀unique⠀value⠀proposition,⠀incorporate⠀changing⠀industry⠀trends,⠀and create⠀a⠀competitive⠀advantage
- Partner⠀with our⠀Design,⠀User⠀Insights,⠀Planning,⠀and⠀Digital⠀Product⠀teams to⠀define and⠀visualize⠀concepts,⠀including⠀understanding⠀how it⠀fits into⠀our⠀planning⠀ecosystem
- Concept⠀test new⠀ideas with⠀clients⠀and⠀financial⠀advisors⠀to⠀validate⠀market⠀desirability⠀and⠀viability⠀of⠀solution
- Leverage⠀our field⠀committee⠀and field⠀research⠀teams to⠀target and⠀spearhead⠀conversations⠀with our⠀top⠀financial⠀advisors⠀to learn⠀their best⠀practices⠀and⠀understand⠀how⠀proposed⠀experiences⠀would work⠀within⠀their⠀day-to-day⠀business
- Use⠀structured⠀problem-solving⠀to develop⠀and drive⠀recommendations,⠀create⠀frameworks⠀from⠀scratch,⠀and build⠀business⠀cases
- Serve⠀as a⠀trusted⠀partner to⠀cross-functional⠀stakeholders,⠀such as⠀helping⠀establish⠀shared⠀outcomes,⠀including⠀measurable⠀OKRs that⠀track⠀progress
- Prepare⠀and⠀deliver⠀executive⠀updates,⠀articulating⠀insights⠀and⠀synthesizing⠀complex⠀ideas into⠀crisp⠀concepts⠀and action⠀plans
- Expert⠀management⠀and⠀organization⠀to⠀independently⠀lead⠀distinct⠀bodies of⠀work⠀and/or⠀projects,⠀including⠀anticipating⠀business⠀needs⠀beyond⠀immediate⠀next steps⠀and⠀connecting⠀the⠀strategy⠀to⠀execution
- Build⠀the best⠀people and⠀environment⠀to empower⠀our team⠀to shape⠀our near⠀and⠀long-term⠀CX⠀aspiration
- 7-10 years⠀of⠀experience⠀in⠀strategy⠀development;⠀demonstrated⠀a deep⠀passion⠀for⠀conceptual,⠀strategic⠀ideation⠀that⠀challenges⠀the status⠀quo
- Bachelor’s⠀degree
- Deep⠀industry⠀insights⠀in⠀financial⠀services,⠀specifically⠀wealth and⠀asset⠀management⠀and⠀insurance
- Demonstrated⠀experience⠀working⠀with⠀financial⠀advisors⠀including⠀understanding⠀their⠀business⠀model and⠀go-to-market⠀approaches
- Demonstrated⠀experience⠀working⠀with⠀Design⠀teams to⠀conduct⠀user⠀research⠀and create⠀conceptual⠀artifacts
- Demonstrated⠀experience⠀working⠀with⠀Digital⠀Product or⠀delivery⠀teams to⠀translate⠀concepts⠀into a⠀pilot or⠀MVP⠀solution⠀for⠀in-market⠀testing
- Experience⠀building⠀relationships⠀and⠀working⠀collaboratively⠀with top⠀executives⠀and⠀colleagues⠀to⠀identify⠀and⠀resolve⠀issues
- Strong⠀capability⠀to⠀evaluate⠀and⠀convert⠀complex⠀ideas into⠀a simple,⠀digestible⠀format for⠀all⠀audiences
- Experience⠀creating⠀business⠀cases and⠀estimating⠀long-term⠀benefits⠀and⠀implications⠀of new⠀solutions⠀relative⠀to an⠀organization’s⠀business⠀model
- Excellent⠀interpersonal⠀communication⠀and⠀presentation⠀skills
- Demonstrated⠀experience⠀managing a⠀small team⠀and⠀creating a⠀collaborative,⠀inclusive⠀culture
- Ability⠀to build⠀project⠀plans,⠀manage to⠀tight⠀timelines,⠀and⠀maintain⠀focus on⠀delivering⠀high⠀impact⠀work
- Consulting⠀experience⠀(preferred)
Pay Range⠀-⠀Start:
$123,830.00
Pay⠀Range -⠀End:
$229,970.00
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⠀additional⠀information⠀relating⠀to⠀location-based⠀pay⠀structures.