Full-Time

Senior Director

Posted on 11/30/2025

Northwestern Mutual

Northwestern Mutual

10,001+ employees

Mutual insurance and financial planning

Compensation Overview

$123.5k - $229.3k/yr

Company Historically Provides H1B Sponsorship

Milwaukee, WI, USA + 1 more

More locations: New York, NY, USA

Hybrid

Category
Business & Strategy (2)
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Requirements
  • 5-10 years of experience in enterprise-level corporate strategy or strategy management consulting, creating strategies for the broader organization.
  • Financial services experience. Preferred: Financial planning, wealth and asset management, and/or insurance experience.
  • Robust analytical skill set, curiosity to learn, and a penchant to think about the art of the possible
  • A team player who’s also an independent thinker who can drive consensus and decision across a multifunctional team
  • Must be deadline driven, organized and able to multi-task
  • Exceptional senior leadership communication skills, including verbal, written and presentation skills; strong PowerPoint skills required; familiarity with writing executive memos
  • Executive and peer relationship building and stakeholdering
  • Exceptional people management skills; ability to lead a small team with clear goals, coach strategic skillsets, and build positive team culture
Responsibilities
  • Lead strategic initiatives including strategy development, socialization (leadership buy-in), and activation to accelerate achievement of our FX strategy aspiration
  • Shape FX strategy direction by bringing an outside-in perspective through focus groups, competitive analysis, and external advisory councils
  • Identify gaps between long term targets and strategic portfolio and provide recommendations to address gaps
  • Deliver FX strategies and strategic roadmaps by spearheading strategic planning discussions including identifying outcomes and facilitating cross-functional planning workshops
  • Identify internal insights across leadership advisory teams, user insights, and research (e.g., megatrends) and translate insights into actionable FX strategies; bring strategic insights to the forefront of discussion in coordination with Design user insights and Strategy & Integration teams
  • Foster collaboration within the strategy function to support the ecosystem by promoting shared outcomes and identifying connections across the enterprise, client and field ecosystem; be the leading example of what ‘good’ looks like for our FX ecosystem
  • Deepen partnerships with key enterprise functions through identifying shared outcomes, spearheading leadership communications and buy-in, and ongoing stakeholder management
  • Develop presentations to synthesize our recommendations for executives, including the SLT, BOT and functional leadership teams
  • Establish and continuously refresh end-to-end shared Objectives and Key Results (OKRs) for the FX function in partnership with senior FX leaders to provide transparency into progress; partner with dashboard team to define business drivers for ongoing measurement of OKRs
  • Coach and mentor team members to build out the best team to shape our near and long-term FX strategy aspiration
Desired Qualifications
  • Financial services experience preferred (financial planning, wealth and asset management, and/or insurance experience)

Northwestern Mutual provides financial planning, insurance, and investment services as a mutual company owned by policyholders. It offers life, disability, and long-term care insurance plus investment products and wealth management, with financial advisors crafting personalized plans for retirement, estate, and wealth goals. The company differentiates itself through policyholder ownership that aligns interests with clients and a focus on long-term advisory relationships beyond insurance. Its goal is to help clients achieve financial security and growth through a long-term financial partnership.

Company Size

10,001+

Company Stage

N/A

Total Funding

N/A

Headquarters

Milwaukee, Wisconsin

Founded

1856

Simplify Jobs

Simplify's Take

What believers are saying

  • $400 billion retail investment assets fuel cross-selling of wealth management products.
  • Nearly $2.5 billion monthly cash flow supports acquisitions into alternative investments.
  • Scholarships and $3 million housing pledges boost brand loyalty among younger generations.

What critics are saying

  • NAIC PBR 2.0 drains $3-5 billion surplus from $50 billion LTC book by June 2026.
  • Quantum breaches crack symmetric encryption on $400 billion assets by 2028, sparking lawsuits.
  • SEC Reg BI fines exceed $500 million against 8,000 advisors for annuity cross-selling in 2026.

What makes Northwestern Mutual unique

  • Mutual structure delivers record $9.2 billion 2026 dividend payout to policyholders.
  • 8,000 full-time advisors enable personalized financial planning for long-term client relationships.
  • $2.5 trillion death benefits in force cement largest U.S. individual life insurer position.

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Benefits

Growing your Career

Compensation & Time Off

Insurance plans

Health Savings Account

Wellness programs & resources

401(k) plan and cash balance contributions

Company News

PR Newswire
Apr 14th, 2026
Northwestern Mutual pledges $3M+ to build 90 affordable homes in Milwaukee's Amani neighborhood

Northwestern Mutual has committed more than $3 million over three years to construct over 90 affordable homes in Milwaukee's Amani neighbourhood. The investment supports the company's goal of completing 500 affordable homes in Milwaukee by 2030. The funding is part of the City of Milwaukee's 2026 "Year of Housing" initiative and involves partnerships with Dominican Center, Amani United, Community Development Alliance, Milwaukee Habitat for Humanity and other local organisations. In Amani, where over 64% of homes were built before 1940 and only 32% of residents own homes, the project aims to expand homeownership and economic advancement. Since 2020, Northwestern Mutual has provided more than $10 million in housing grants across Milwaukee, supporting new construction, repairs, counselling and food access.

PR Newswire
Mar 25th, 2026
Northwestern Mutual ranks 6th independent broker-dealer with $400B+ assets under management

Northwestern Mutual has been ranked sixth among the nation's independent broker-dealers by Financial Advisor magazine, maintaining its streak of top-10 placements for over a decade. The company's gross revenue reached nearly $3.5 billion at the end of 2025, up more than 15% year-over-year. Client assets under management now exceed $400 billion, whilst wealth sales increased more than 18% year-over-year, marking the third consecutive record high. The company's advisor network has grown to over 8,000 full-time advisors and 11,500 team members. In 2025, Northwestern Mutual added over 3,400 new financial representatives in a record recruiting year. The company, which has been operating for more than 165 years, manages more than $780 billion in total assets and serves over five million people.

The Associated Press
Mar 24th, 2026
Sabina Khoja appointed managing director at Northwestern Mutual after 10 years in financial services

Sabina Khoja, a financial advisor with over a decade of experience, has been appointed managing director at Northwestern Mutual, marking a significant milestone in an industry where women remain vastly underrepresented in leadership. Khoja began her career directly out of college, an exceptionally uncommon pathway among financial services leaders. The appointment follows ten years of consistent performance and practice growth, including recognition through a Forbes-ranked advisory practice. In her new role, Khoja will formally grow and lead a team of advisors, focusing on mentorship and expanding access to financial services in underserved markets whilst developing Northwestern Mutual's Atlanta district presence. Research shows women represent a small percentage of financial advisors, with fewer still remaining beyond ten years or reaching leadership positions.

PR Newswire
Mar 23rd, 2026
Northwestern Mutual sees 35% increase in Barron's Top 1,500 advisors, managing $780B in assets

Northwestern Mutual announced that 23 of its financial advisors were included in Barron's Top 1,500 list, representing a 35% increase from 2025. The prestigious, data-driven ranking evaluates advisors on assets, revenue, growth, client retention, experience and regulatory records. The company's field force has grown to more than 8,000 full-time advisors, the largest in its nearly 170-year history. In 2025, Northwestern Mutual recruited over 3,400 new financial representatives, marking its 14th consecutive year of growing veteran advisor numbers. Northwestern Mutual manages more than $780 billion in total assets and delivers financial security to over five million people through insurance, annuities and investment services. The company ranked 109 on the 2025 Fortune 500 list.

PR Newswire
Feb 25th, 2026
Northwestern Mutual hits record $40B revenue, $10B operating gain and $42B surplus in 2025

Northwestern Mutual has announced record 2025 financial results, with revenue exceeding $40 billion for the first time and operating gain surpassing $10 billion. The company's total surplus grew by over $2 billion to exceed $42 billion, driven by strong investment performance and business fundamentals. The Milwaukee-based financial services company declared a record dividend payout of $9.2 billion for 2026, marking a $2.4 billion increase over three years. Northwestern Mutual maintained its position as the largest direct provider of individual life insurance, with nearly $2.5 trillion in death benefits in force. Retail investment client assets reached an all-time high, eclipsing $400 billion. The company's network of financial advisors grew to a record 8,000 full-time advisors. Northwestern Mutual has earned elite financial strength ratings from all four major ratings agencies for 35 consecutive years.

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