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Senior Director, Strategic Advisory - Milwaukee Wisconsin
Company: Hispanic Technology Executive Council Location: Milwaukee, Wisconsin
Posted On: 01/25/2025
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Northwestern Mutual (NM) has been helping families and businesses achieve financial security for over 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 leading-edge technology to best serve our clients. To help guide the collaborative effort, we are in search of a Senior Director of Strategic Advisory to join our team. A Senior Director of Strategic Advisory is responsible for ensuring delivery of all advisory deliverables that meet or exceed quality standards and milestone commitments. Serves as primary escalation point for organizational partners to ensure delivery is driving the intended value and aligned with organizational priorities. This role is also responsible for the operations of the team including billing models, funding models, reporting mechanisms, and securing the necessary resources to execute team commitments. Primary Duties & Responsibilities: - Ensures deliverables and engagements meet desired outcomes.
- Manage timelines, risks, decisions, for key initiatives.
- Collaborate with organizational partners on key initiatives.
- Summarize work for executive level communication and socialization.
- Execute day-to-day operational needs (billing, funding, time tracking, job requisitions, staff meetings, etc.) What this role needs:
- Bachelors degree
- 7-10 years of experience in strategy consulting or corporate strategy
- Experienced in defining enterprise-wide outcomes and key results that are aligned to the organization's value proposition. Proven ability to leverage data in generating actionable insights is a plus.
- Strong capability to evaluate and convert complex ideas into a simple, digestible format for all audiences.
- Deep industry insights in financial services. Financial planning, wealth, and asset management, and/or insurance experience preferred.
- Demonstrated understanding of exclusive distribution system, including business model and go-to-market approaches. Experience working with financial advisors preferred.
- Experience building relationships and working collaboratively with top executives and colleagues to identify and resolve issues.
- Exceptional people management skills: ability to lead a small team with enterprise vision, set clear team goals, coach strategic skillsets, and create a collaborative, inclusive culture.
- Proven leadership ability to focus on internal and external relationships, co-create and define mutually beneficial outcomes.
- Excellent oral and written communicator; strong PowerPoint skills required; familiarity with writing executive memos.
- Ability to build project plans, manage tight timelines, and maintain focus on delivering high impact work. Benefits:
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