The role involves delivering multi-year strategies for achieving our FX strategy vision, leading key components of strategic planning for our field experience strategy  and spearheading alignment across FX teams for key focus areas. This role partners with senior leaders in the enterprise (field function, marketing, sales enablement, service and operations, measurement and analysis, etc) to help make strategic recommendations for large investments and with significant impact on the field experience to drive the Company's multi-year strategy and outcomes. This role sits at the intersection of operational insights, experience design, and project planning to help us strategize and plan for a cohesive, efficient field experience strategy.

Primary Duties & Responsibilities

• Lead strategic initiatives including strategy development, socialization (leadership buy-in), and activation to accelerate achievement of our FX strategy aspiration
• Shape FX strategy direction by bringing an outside-in perspective through focus groups, competitive analysis, and external advisory councils
• Identify gaps between long term targets and strategic portfolio and provide recommendations to address gaps
• Deliver FX strategies and strategic roadmaps by spearheading strategic planning discussions including identifying outcomes and facilitating cross-functional planning workshops
• Identify internal insights across leadership advisory teams, user insights, and research (e.g., megatrends) and translate insights into actionable FX strategies; bring strategic insights to the forefront of discussion in coordination with Design user insights and Strategy & Integration teams
• Foster collaboration within the strategy function to support the ecosystem by promoting shared outcomes and identifying connections across the enterprise, client and field ecosystem; be the leading example of what ‘good’ looks like for our FX ecosystem
• Deepen partnerships with key enterprise functions through identifying shared outcomes, spearheading leadership communications and buy-in, and ongoing stakeholder management
• Develop presentations to synthesize our recommendations for executives, including the SLT, BOT and functional leadership teams
• Establish and continuously refresh end-to-end shared Objectives and Key Results (OKRs) for the FX function in partnership with senior FX leaders to provide transparency into progress; partner with dashboard team to define business drivers for ongoing measurement of OKRs
• Coach and mentor team members to build out the best team to shape our near and long-term FX strategy aspiration

What this role needs… 

• Extensive experience creating strategies; 5-10 years of experience in strategy management consulting or enterprise level corporate strategy 
• Bachelor’s degree 
• A team player who’s also an independent thinker  
• A robust analytical skill set, curiosity to learn, and a penchant to think about the art of the possible 
• Must be deadline driven, organized and able to multi-task 
• Exceptional verbal, written and presentation skills; strong PowerPoint skills required; familiarity with writing executive memos. 
• Financial services experience. Financial planning, wealth and asset management, and/or insurance experience preferred 
• Executive and peer relationship building and stakeholdering 
• Exceptional people management skills; ability to lead a small team with clear goals, coach strategic skillsets, and build positive team culture 

#LI-Hybrid

Compensation Range:

$123,480.00

Pay Range - End:

$229,320.00

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.

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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.