Planning Excellence Lead Consultant

Job description

About the Job Designs and creates standards, best practices and guidance for how advisors do financial planning, including Northwestern Mutual’s Financial Planning Philosophy (FPP). so that financial planning drives overall corporate objectives and bring Northwestern Mutual’s strategy to life with our field and clients. Integrates Northwestern Mutual’s FPP into all planning content and ensuring all content regarding financial planning being produced by the Home Office aligns with the FPP. This role is responsible for building out insights with Home Office stakeholders to ensure that all financial planning software, and training and other content developed for advisors and clients related to financial planning improves client outcomes while driving other parts of Northwestern Mutual corporate strategy. What You'll Do: Leading and supervising work of others on cross functional teams for ensuring that Northwestern Mutual corporate objectives and strategy are being integrated into PX financial planning software, and PX training and adoption materials. Overseeing work of others on cross-functional teams in developing requirements for PX planning software and content used by advisors reg...