Assistant Director, Client Experience Strategy

Reposted 20 Hours Ago
Be an Early Applicant
Milwaukee, WI, USA
Hybrid
119K-205K Annually
Mid level
Fintech • Insurance • Financial Services
Start-Up Vibes with The Stability of a Fortune 100 Company.
The Role
The Assistant Director supports Client & Field Experience teams by designing research-driven solutions and enhancing user experiences across client and advisor touchpoints.
Summary Generated by Built In
About the Job As Assistant Director, Client Experience Strategy, the team collaborates with partners to shape client strategies that drive broader business impact, including articulating experience outcomes and identifying performance gaps. You will assess end-to-end client experience performance and conduct market, competitive, and consumer research to generate actionable insights and decision-ready recommendations for strategic prioritization. The role partners with business leaders, Enterprise Insights, Design, and execution teams to make strategic recommendations. You will sit at the intersection of client insights, strategy, experience research, and business planning & operations to bring our differentiated client experiences to life.
We are looking for dedicated and driven strategists who have significant experience crafting enterprise-level strategies, synthesizing diverse insight sources into actionable recommendations, and crafting executive presentations. The ideal candidate has a proven ability to manage ambiguity with limited direction in a fast-paced environment and partner with senior leaders in a matrixed organization. Bonus if they have experience in financial services, experience strategy, or human-centered design.
What You'll Do:
  • Analyze client experience performance, identifying gaps/opportunities across E2E experience, within Journeys, and within Journey episodes for strategic prioritization
  • Collaborate to shape and define client strategies to support broader business outcomes including but not limited to: experience outcome articulation, performance gaps, client segment focus and opportunities, etc.
  • Conduct research and analyze data on market, competitors, and consumer trends to inform actionable insights, strategic hypotheses, and decision-ready recommendations
  • Establish robust experience monitoring and measurement in partnership with Domains (business and execution partners); launch customer listening posts to track performance
  • Use structured problem-solving to develop and drive recommendations; default to solving problems with a business-led approach and using data insights to formulate hypothesis statements
  • Lead and/or partner experience research and concept tests (story boards, vignettes, Figmas) with partners, using human-centered design methodologies to improve client or advisor outcomes
  • Partner with cross-functional teams to translate strategy into execution, including establishing shared outcomes & OKRs and supporting prioritization discussions
  • Conduct strategic planning across large portfolios of work; conduct portfolio analysis and prioritization to advise experience priorities and OKRs
  • Prepare and deliver executive updates (incl. c-suite and Board materials), articulating insights and synthesizing complex ideas into crisp concepts and action plans
  • Leverage 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 You'll Bring to the Role:
  • 6-8 years of progressive work experience, including:
  • 3+ years strategy experience
  • Prior experience in management consulting, corporate strategy, or similar roles
  • Bonus: 1+ years in experience strategy, service design/innovation, or journey management
  • Bachelor's degree or higher
  • Ability and willingness to self-manage workstreams, drive outcomes with limited direction, and work in a fast-paced environment with tight timelines
  • Demonstrate a proactive mindset and willingness to learn and adapt in ambiguity
  • Exceptional verbal, written and presentation skills; strong PowerPoint skills and proficiency in executive storytelling required
  • Experience defining multidisciplinary strategies that apply structured problem solving and frameworks to drive business outcomes
  • Demonstrated success conducting primary and secondary research and synthesizing insights to inform strategic decisions
  • Ability to effectively lead, partner with, and optimally influence senior executives and other partners at all levels across a matrixed organization
  • Bonus:
  • Deep knowledge of advisor-led business models
  • Experience in financial services
  • Familiarity with human-centered design methodologies

#LI-Hybrid
Compensation Range:
Pay Range - Start:
$118,960.00
Pay Range - End:
$178,440.00
Geographic Specific Pay Structure:
Structure 110:
$130,880.00 USD - $196,320.00 USD
Structure 115:
$136,800.00 USD - $205,200.00 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.
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.
  • Flexible work schedules
  • Concierge service
  • Comprehensive benefits
  • Employee resource groups

Skills Required

  • Bachelor's degree in business, design, human-computer interaction, marketing, economics, psychology, or related field
  • 6-8 years of progressive experience in client experience, field experience, experience research, service design, or journey management
  • Demonstrated experience conducting primary and secondary research and synthesizing insights to inform experience decisions
  • Working knowledge of advisor-led or client-facing business models, preferably in financial services or regulated industries

What the Team is Saying

Chris
Chester

Northwestern Mutual Compensation & Benefits Highlights

  • Retirement Support A dual 401(k) plus cash balance pension provides company-funded credits with a guaranteed minimum interest credit and vesting (one year for the 401(k) and three years for the cash balance). Plan design in 2025–2026 emphasized employer funding via an added cash‑balance credit and a 4% company 401(k) contribution option.
  • Healthcare Strength Medical, dental, and vision coverage are complemented by on‑site Mutual Health Centers (WI/NY) and nationwide virtual primary care. Lyra mental‑health services and on‑site fitness centers or reimbursements extend well‑being support.
  • Parental & Family Support Fully paid parental leave, caregiving leave, and fertility, surrogacy, and adoption assistance are provided. These sit alongside paid vacation/holidays and volunteer time to support families.

Northwestern Mutual Insights

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The Company
HQ: Milwaukee, WI
8,400 Employees
Year Founded: 1857

What We Do

You’ll Like It Here At Northwestern Mutual, we believe that our lives and our work matter. And that doing what’s right is good for everyone. We follow through by designing tech that improves the community and cultivating creative ways to make finance accessible anywhere. These guiding principles have allowed our company to grow for more than 160 years. Here, you’ll be with a team who emphasizes integrity and prioritizes security to design experiences that better everyone. You’ll work in cross functional teams to create optimal solutions that are rooted in innovative strategy and thoughtful execution. And you’re provided development tools and opportunities to become a leader all with the support of a collaborative team. You’ll be surrounded in a culture that values innovation and works to always evolve to stay ahead of trends and client needs. We are intentional in seeking out team members who will challenge us. Our employees choose us for the career opportunities, commitment to philanthropy and desire to have a meaningful impact in the lives of our clients. You have career passions and goals. We have ambition and opportunity for you to grow your future in tech. Discover today: https://careers.northwesternmutual.com/

Why Work With Us

We invest in our people. We know careers are about choices, so we provide intentional opportunity. Here you can build creative ways to make finance accessible anywhere and revolutionize traditional processes. As a mutual company, our focus is our people — whether professional development or investments in the community. 

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About our Teams

Northwestern Mutual Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We offer a flexible, hybrid approach for our employees . Teams are in the office a few days a week and work from home the others.

Typical time on-site: Flexible
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HQMilwaukee, WI
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