Full-Time

Assistant Director

Business Ops Strategy & Planning

Posted on 5/9/2026

Northwestern Mutual

Northwestern Mutual

10,001+ employees

Mutual insurance and financial planning

Compensation Overview

$119k - $178.4k/yr

Company Historically Provides H1B Sponsorship

Milwaukee, WI, USA

Hybrid

Category
Operations & Logistics (1)
Required Skills
Forecasting
Data Analysis
Requirements
  • Minimum of 7 years' business leadership experience.
  • Proven leadership skills working with diverse teams.
  • Superior interpersonal skills to lead a group of people.
  • Experience operating in an enterprise or shared‑services environment that emphasizes integration, governance, and cross‑functional delivery.
  • Demonstrated ability to translate strategy into operational plans and execution rhythms.
  • Comfort operating in ambiguity, adapting to change and influencing without formal authority in matrixed environments.
  • Ability to work horizontally w/ shared priorities elevate functional priorities over department objectives.
  • Thinks within lateral accountability and interdependence.
  • Proven skills in dealing with ambiguity and paradox, and leading change.
  • Ability to translate goals and strategies into executable business plans.
  • Strong integrity and proven ability to treat confidential information confidentially.
  • Demonstrated learning agility and outside‑in perspective to identify future trends and practices.
  • Experience in portfolio and/or project management, strategic and operational planning, and leading multiple complex projects with organization‑wide impact.
  • Demonstrated organizational agility to work across organizational boundaries, influence, and collaborate with all levels on solutions that benefit the organization.
  • Exceptional business acumen and focus on achieving business impact through progressive practices and sound business judgment.
  • Strong organizational skills; able to handle competing demands, and work under tight deadlines and short time frames. Strong problem solving and strategic/critical thinking skills.
Responsibilities
  • Directs department/division strategy development and execution, ensuring alignment with enterprise priorities, CEE strategic objectives, and portfolio‑level outcomes.
  • Leads department/division strategic initiatives that drive business value, with an emphasis on translating strategy into sequenced, executable work.
  • Collaborates, plans and organizes with and through people to bridge strategies across teams, strengthening cross‑functional alignment and reducing duplication of effort. Leads and supports portfolio strategy activities for CEE, including intake, prioritization, sequencing, and alignment of initiatives to strategic priorities.
  • Ensures the division is focused on the right work at the right time, surfacing tradeoffs, dependencies, and capacity considerations to leadership.
  • Partners with SIO leadership to establish and maintain operating rhythms (annual planning, quarterly reviews, and ongoing portfolio updates).
  • Identifies gaps between ideal and current state of operating model and recommends solutions to close the gaps, with a focus on scalability, consistency, and governance across CEE.
  • Facilitates execution of department/division operating models to improve the health of the department and organization, including adoption of standard practices, tools, and expectations
  • Responsible for strategy and planning to align business operations with the company's overarching strategy, mission and goals, ensuring operational discipline supports strategic intent.
  • Exhibits high level of local (department/division) business acumen to identify and solve complex operational or organizational problems and identify innovative solutions.
  • Partners closely with change and communications role(s) to ensure initiatives are understood, adopted, and sustained.
  • Anticipates change impacts and operational risks associated with strategic initiatives and escalates as needed.
  • Supports leaders in reinforcing strategic narrative, priorities, and expectations across the organization.
  • Partners with department/division leadership team to identify and track priority work, including identifying business outcomes and key metrics, portfolio‑level transparency, and progress against commitments.
  • Enables execution of strategic initiatives by connecting leaders, program managers, change partners, and functional teams, portfolio management of key department priorities, developing strategy for project execution, and creating transparency on priority work in the department/division and throughout the enterprise.
  • Leads teams or projects with moderate resource requirements, risk, and/or complexity, particularly those requiring cross‑divisional and/or cross‑functional coordination.
  • Leads planning and financial/budgeting process, in partnership with Finance and SIO peers
  • Provides data and recommendations and oversees budget forecasting, administration and reporting, supporting leadership decision‑making and tradeoff discussions.
  • Manages multiple and complex funding mechanisms and provides guidance to leadership on securing resources to achieve business outcomes, reinforcing financial discipline and stewardship.
  • Aligns planning and budget to functional and company priorities, working cross-functionally with peers in the function.
  • Plans and prepares agendas for staff, portfolio, and leadership planning sessions and meetings.
  • Facilitates cross-functional initiatives and the flow of information between stakeholders and other teams, serving as a connector across strategy, execution, and operations.
  • Participates in regular leadership meetings to evaluate barriers to success and develop courses of action supporting faster decision‑making and issue resolution.
  • Impacts the achievement of operational or project objectives and ensures alignment of department/division priorities to organizational strategy.
  • Coordinates requests for information from stakeholders and prepares reports and presentations in response.
  • Interprets internal/external business challenges and recommends best practices to improve products, processes or services.

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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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.