The role of the EPG Strategic Growth Partner - New Advisor Development is to expand the firm's executive leadership presence through the appointment and development of Chief Development Officer and Internship Development Officer. This role provides counsel to high-level leaders responsible for new advisor acceleration to create scalable and sustainable best practices to support retention, and productivity per.
Primary Duties & Responsibilities:
Build and Execute on a Chief Development Officer strategy to focus on growing the firm's U5 FYC
• Advise on the implementation of all initial and on-going training and development for the U5
• Implement strategic initiatives to aid in development, productivity and retention of the U5
• Install cadence of reporting to increase awareness, alignment, and accountability
• Hire, train and develop talent to support U5 productivity metrics
• Host District Office Strategy sessions 8x per year with MP/MD/CFO to aid in rapid leader development
• Lead quarterly offsites to drive toward 100% goal achievement
• Drive engagement in monthly executive leadership team meetings for additional accountability and insight
• Collaborate with EPG CLO to identify and develop emerging leaders in the U5 space
Build and Execute on an Internship Development Officer strategy to deliver a consistent and predictable output of conversion talent
• Advise on the implementation of all initial and on-going training and development for the internship program
• Implement strategic initiatives to aid in development, productivity and retention of the interns
• Install cadence of reporting to increase awareness, alignment, and accountability
• Hire, train and develop talent to support internship productivity metrics
• Drive engagement in monthly executive leadership team meetings for additional accountability and insight
EPG & Performance Team
• Uplevel and evolve EPG and Performance Team mindset, philosophies, methods and processes within the CDO realm to remain on the leading edge of the system and drive U5 FYC
• Influence the entirety of the field through strategic sharing of tools to drive system-wide performance measures
Leverage CDO playbook to enshrine strategies and tactics that drive record-setting performance and grow AIM
Results
• 100% Goal Achievement/Increase of U5 FYC
• 100% Goal Achievement/Increase of Intern Conversions
• 100% Goal Achievement/Increase of Intern Premium
Qualifications:
- Minimum 8 years of progressively responsible work experience emphasizing decision making, finance, consultation, influence, and communication.
- Ability to work collaboratively in a team environment.
- Exceptional analytical and problem-solving skills.
- Ability to critically and logically evaluates costs, risks and benefits of alternatives before coming to a solution.
- Demonstrated ability to anticipate and respond quickly and creatively to change and shifting, sometimes competing, priorities.
- Comfort operating through risk and uncertainty in a high- volume work environment.
- Regular travel, 25% or more to client sites/field locations.
Compensation Range:
Pay Range - Start:
$160,000.00
Pay Range - End:
$240,000.00
Geographic Specific Pay Structure:
Structure 110:
Structure 115:
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 that welcomes talented individuals of all backgrounds. 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.
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Northwestern Mutual Compensation & Benefits Highlights
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Retirement Support — Retirement benefits include both a 401(k) and a company‑funded Cash Balance plan, with age/service‑based credits and a noted additional contribution in a recent year—an uncommon pairing among large employers. This combination elevates long‑term financial security beyond typical single‑plan offerings.
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Healthcare Strength — Health coverage spans medical, dental, and vision alongside on‑site Mutual Health Centers, fitness centers or reimbursement, mental‑health support, and named condition‑management programs. This breadth indicates strong investment in preventive care, access, and overall wellbeing.
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Parental & Family Support — Paid parental leave, caregiving leave, fertility benefits via specialized partners, and adoption/surrogacy assistance (with specified reimbursements) reflect robust family support. The scope of these programs suggests meaningful backing across diverse family‑building needs.
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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/
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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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