Assistant Director, Client Experience Strategy

Job Description

Northwestern Mutual (NM) has been helping families and businesses achieve financial security for 165+ years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and groundbreaking technology to best serve our clients!

On our team, as an Assistant Director of Client Experience Strategy you will be a thought partner in the development of client-centered strategies; you will also support cross-functional teams to drive business impact through multi-year planning and transparency into progress against plans. This role partners with leaders across multiple teams including Planning, Digital, Research, Data, Financial Product (Risk and Investments), and Enterprise Strategy to make strategic recommendations. You 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:

• Collaborate to define, launch, and drive strategic client initiatives, including but not limited to: customer experience visioning, multi-year planning, consumer insights & research, OKR articulation, etc.
• Use structured problem-solving to develop and drive recommendations through to implementation and results; default to solving problems with a business-led approach and using data insights to formulate hypothesis statements.
• Serve as a trusted partner to cross-functional team members, such as helping establish shared outcomes, including measurable OKRs that track progress across large portfolios and teams.
• Conduct strategic planning across large portfolios of work; conduct portfolio analysis and prioritization to advise strategic priorities.
• Prepare and deliver executive updates, articulating insights and synthesizing complex ideas into crisp concepts and action plans.
• Imagine the future of our organization and build visualizations (e.g., storyboards, vignettes, interactive figmas) with our partners
• 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.

What this role needs:

We are looking for dedicated and driven candidates who can be successful in a highly matrixed organization and a collaborative team approach. You'll partner to define, drive, and operationalize CXD's strategy and business outcomes. The ideal candidate can lead through ambiguity, connect the dots, and define and deconstruct problems.

• Minimum of 5-7 years of work experience (financial services experience a plus)
• 3+ years of strategy experience
• A BS/BA degree or higher

Desired qualifications:

• Prior experience working within management consulting
• Ability to manage ambiguity and make decisions with limited information.
• Excellent written and verbal communication skills including advanced PowerPoint skills and proficient Excel skills
• Experience defining multidisciplinary strategies that leverage frameworks in a fast-paced environment; ability to work within tight timelines
• Effective thought leadership skills and business acumen
• Experience presenting to executives and proficient storytelling skills
• Ability to effectively lead, partner with and optimally influence senior executives and other partners at all levels across the matrixed organization
• Willingness for travel as necessary

#LI-Hybrid

Compensation Range:

Pay Range - End:

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.

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.

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups