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Northwestern Mutual

Sells life insurance and financial advice

Associate Distribution Performance

Business OperationsConfirmed live in the last 24 hours
Full-timeMilwaukee, WI, USANo salary listed

About the Job

Requirements

  • A minimum of 5-8 years of progressively responsible work experience emphasizing decision making, finance, consultation, influence, and communication.
  • An advanced graduate degree such as a Master of Business Administration, Juris Doctor, or Doctor of Philosophy, a Chartered Financial Analyst designation, or a Certified Public Accountant designation is preferred; an excellent academic record is required.
  • Exceptional analytical and problem-solving skills.
  • Advanced technical skills in the Microsoft Office suite.
  • The ability to work collaboratively in a team environment.
  • An understanding of economic forces affecting the financial services industry.
  • The ability to critically and logically evaluate the costs, risks, and benefits of alternatives before reaching a solution.
  • The ability to engage in and model courageous and constructive dialogue, offer new and potentially challenging ideas, deliver difficult or complex messages, and help others understand multiple points of view.
  • The demonstrated ability to anticipate and respond quickly and creatively to change and shifting, sometimes competing priorities, while operating through risk and uncertainty in a high-volume work environment.
  • Willingness to travel up to 50% of the time.

Responsibilities

  • Apply problem-solving and experience-based judgment to complex challenges involving local strategy, financial management, talent development optimization, culture refinement, regulatory compliance, and leadership development.
  • Assist Managing Partners in driving execution of affiliate business plans and aligning those plans with company strategy.
  • Stage, sequence, and deliver strategic initiatives within assigned distribution affiliates.
  • Collaborate with affiliate leadership teams to operationalize and execute strategy locally.
  • Provide real-time feedback and collaborate with corporate partners on the development of strategic initiatives.
  • Support the development of affiliate recommendations to senior leadership.
  • Lead the evolution of the company’s distribution model as part of a team responsible for a portion of the company’s distribution system.
  • Report to a Lead Principal of one of four regions and leverage a team of analysts to execute the responsibilities above.

Desired Qualifications

  • An advanced graduate degree such as a Master of Business Administration, Juris Doctor, or Doctor of Philosophy.
  • A Chartered Financial Analyst designation.
  • A Certified Public Accountant designation.

About the Company

Northwestern Mutual

Sells life insurance and financial advice

Northwestern Mutual sells life, disability income and long-term care insurance together with investment advice and wealth management to American families and business owners. It is owned by its policyholders rather than shareholders and has paid them dividends for more than 150 consecutive years. Its financial representatives build a full financial plan for each client and then sell the policies, brokerage accounts and managed portfolios that carry it out. The company earns money from insurance premiums, advisory fees and returns on a large bond and mortgage portfolio. It was founded in 1857 in Janesville, Wisconsin, and moved two years later to Milwaukee, where it is based.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
Milwaukee, WI
Founded
1857

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