PCG Business Consultant - Solutions & Insights

Business Consultant - Solutions & Insights (P3)

At Northwestern Mutual, we strongly believe in internal growth and career development. We're so excited that you are interested in growing your career with us!

Overview :

At Northwestern Mutual, our vision is to deliver financial security to help our clients live their best lives by choice. A key pillar of our vision and success is our strong, vibrant sales force. This role sits within the Field Function (FF), which is at the forefront of working across the home office and sales force as one team to achieve the sales and growth objectives the company expects, while delivering the experience our distribution needs and deserves.

The Private Client Group (PCG) team at Northwestern Mutual is focused on helping our most productive and successful advisors build, grow, and transition their practices at NM, while delivering a distinctive and excellent client experience. Within PCG, the Solutions & Insights team is accountable for delivering solutions in the HNW market and efficiencies in the Mass Affluent market as well as provides support across the department to improve the quality, depth, and breadth of how well we know our top advisors, and drive better data driven business decisions and strategic objectives.

Reporting to the Sr. Director, PCG, the PCG Business Consultant, Solutions & Insights is responsible for supporting business leadership and day-to-day execution of the PCG Solutions & Insights team function; supporting the development and execution of a strategic implementation of solutions; Trusted resource and advocate for business leads to translate industry & Field experiences into a storyboard, process map and business requirements. This role would work with PCG department leadership, enterprise data partners such as Field Business Intelligence (FBI), AI corporate strategy to gather data, and industry experts to deepen and mature how well we know our most sophisticated practices and how we use that knowledge in strategic decision-making.

The PCG Business Consultant will be tightly connected to supporting requests from the team on research and development of insights, analytics, and performance indicators within Northwestern Mutual and the financial services industry and will support internal business partners and the field around how intelligent metrics and insights can support informed strategy and execution. The PCG Business Consultant will assist on insights and data-driven decision-making that are integral to PCG department functions and multi-year strategies, ensure alignment of department initiatives to the right strategic objectives, and support the creation of key performance indicators.

In addition to these core responsibilities, the PCG Business Consultant will also take on specific project coordination responsibilities, supporting the expansion of services and capabilities to PCG firms. This includes conducting business analysis, documenting business requirements, defining pain points, and conducting impact analysis.

The PCG Business Consultant will play a critical role in supporting and advancing the PCG department's strategic implementation initiatives, ensuring high-quality insights, effective project coordination, to deliver exceptional client and field experiences.

Accountabilities:

• Support business leadership and day-to-day execution of PCG Insights and Solutions department offering/shared service, focused on delivering higher-quality, fact-based insights to PCG department initiatives, improved decision quality, and aligned objectives.

• Assist in setting up a department-wide structure and operating model to elicit and fulfill requirements for data insights, field feedback, OKR and KPI support, and strategic fact bases. Ensure scalable and repeatable processes in partnership with enterprise centers of excellence and support the necessary communication and change management activities to implement.

• Facilitate and support strategy development and execution as it relates to PCG Insights and Solutions -including support, services, and operations.

• Perform administrative tasks such as scheduling meetings, updating trackers, and maintaining documentation.

• Required to collaborate with cross-functional Enterprise teams to support all phases of both Insights and Solutions workstreams.

• Conduct analysis, leveraging both NM and industry research, document Business requirements, conduct impact analysis and research to inform solution design and execution.

Qualifications:

• Ability to coordinate and manage multiple projects simultaneously.

• Degree in business, finance, or related field or an equivalent combination of education, field experience, and/or progressively responsible work experience.

• Minimum 5-7 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 Strong leadership, vision and strategy, decision-making and team-building skills.

• General knowledge of financial planning, compliance, and supervision areas is required. Background in client experience and field experience is desired.

• High degree of independent initiative and organization, along with demonstrated ability to effectively manage multiple assignments concurrently, set priorities and meet aggressive deadlines with a commitment to team objectives.

• Support in managing cross-functional projects, and documenting dependencies, and bottlenecks, and escalation as needed.

• Project management skills with the ability to support large complex projects involving multiple partners, process improvements, communications, and change management.

• Good oral and written communication skills

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 c lick here for additional information relating to location-based pay structures.

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.

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