Adoption Lead

Posted 6 Days Ago
Be an Early Applicant
Milwaukee, WI
Hybrid
91K-169K Annually
7+ Years Experience
Fintech • Insurance • Financial Services
Start-Up Vibes with The Stability of a Fortune 100 Company.
The Role
The Adoption Lead is responsible for driving digital adoption through consultation and expert guidance on digital products. This role includes managing relationships, developing communication strategies, analyzing feedback for product development, and coordinating with technology partners. The aim is to improve user experiences and ensure stakeholder engagement within the organization.
Summary Generated by Built In

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.
Summary:
Provides the highest-level of expertise and consultation to meet functional and cross functional goals related to digital adoption. This role is accountable for the overall results and ongoing utilization of assigned digital products. This may include defining the project structure into manageable work units, identifying needs and obtaining/allocating resources, overall scope, interdependencies, relationship management, communication, methods for monitoring and reporting on status, and organizational change management. This role works directly with digital product and business leadership leadership on priority initiatives, helping them see how the work fits into the bigger picture, as well as mitigate any end user pain points that may arise.
Primary Duties & Responsibilities:

  • Engage with our sophisticated advisors focused on understanding the practice operations and advisor client engagement for increased adoption across digital experiences.
  • Consulting on development and implementation of overall holistic communication strategy for Field and Home Office for Adoption Initiative (in collaboration with Strategic Communications).
  • Drives organization change consulting and methodology across the function, using accepted methodologies to implement a more prescriptive and proactive approach to how we drive change in the field and within the function.
  • Develop actionable insights from field feedback and incorporate into adoption strategies and product development priorities
  • Coordinate with technology partners on high level impact analysis of proposed solution
  • Analyze the industry landscape including wealth management awareness and a subject matter expert on priority initiatives.
  • Assist the business in developing a point of view on future state experiences


Qualifications:

  • Advanced degree in Business, finance or related field or an equivalent combination of education, field experience and/or progressively responsible work experience.
  • Minimum 10 years of progressively responsible experience working closely with a financial services distribution system in a consulting capacity with ability to build relationships and gain traction
  • Experience in project management and consulting work. Experience in aligning projects to corporate strategies.
  • Strong leadership, vision and strategy, decision-making and team-building skills. Excellent facilitation experience to include integrating staff from various functions, leading and influencing others who are not under direct control.
  • In depth knowledge of the distribution system, network office operations, Northwestern Mutual's products, marketing approaches and sales and career cycle, or equivalent knowledge from another company.
  • Strong communication skills with ability to motivate a wide variety of audiences.
  • Strong interpersonal skills with demonstrated ability to establish rapport at all levels of the home office and in the field.
  • Strong background in analytics and measurement.


Compensation Range:
Pay Range - Start:
$90,930.00
Pay Range - End:
$168,870.00
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 additiona l information relating to location-based pay structures.
Grow your career with a best-in-class company that puts our client's interests at the center of all we do. Get started now!
We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.
If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.
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 commitment to diversity and inclusion.

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

What the Team is Saying

Chris
Chester
The Company
HQ: Milwaukee, WI
8,400 Employees
Hybrid Workplace
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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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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New York, NY
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