Digital Adoption Strategist

3 weeks ago


Milwaukee, Wisconsin, United States Northwestern Mutual Full time

We are strong, innovative and growing at Northwestern Mutual. We invest in our people. We care and make a positive difference.

Job Summary:

This role is accountable for the overall results and ongoing utilization of assigned digital products. It involves defining project structure into manageable work units, identifying needs and allocating resources, scope, interdependencies, relationship management, communication, methods for monitoring and reporting on status, and organizational change management.

The role works directly with digital product and business leadership on priority initiatives. It helps them see how the work fits into the bigger picture, as well as mitigates any end-user pain points that may arise.

Key Responsibilities:

  • Engage with sophisticated advisors to understand practice operations and advisor client engagement for increased adoption across digital experiences.
  • Consult on developing and implementing an overall holistic communication strategy for Field and Home Office for Adoption Initiative (in collaboration with Strategic Communications).
  • Drive organization change consulting and methodology across the function, using accepted methodologies to implement a more prescriptive and proactive approach to driving change in the field and within the function.
  • Develop actionable insights from field feedback and incorporate them into adoption strategies and product development priorities.
  • Coordinate with technology partners on high-level impact analysis of proposed solutions.
  • Analyze the industry landscape, including wealth management awareness, and be a subject matter expert on priority initiatives.
  • Assist the business in developing a point of view on future state experiences.

Requirements:

  • Advanced degree in Business, finance or related field or an equivalent combination of education, field experience, and/or progressively responsible work experience.
  • Minimum 10 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.
  • Experience in project management and consulting work. Experience in aligning projects to corporate strategies.
  • Strong leadership, vision, and strategy, decision-making, and team-building skills. Excellent facilitation experience to include integrating staff from various functions, leading, and influencing others who are not under direct control.
  • In-depth knowledge of the distribution system, network office operations, Northwestern Mutual's products, marketing approaches, and sales and career cycle, or equivalent knowledge from another company.
  • Strong communication skills with ability to motivate a wide variety of audiences.
  • Strong interpersonal skills with demonstrated ability to establish rapport at all levels of the home office and in the field.
  • Strong background in analytics and measurement.

Compensation Information:

The estimated salary range for this position is $90,930 - $168,870 per year. Placement in the salary range will be determined by a number of factors, including skills, education, training, credentials, and experience of the candidate, the scope and complexity of the role, and other conditions of employment.



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