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FX Client Management Business Lead
FX Client Management Business Lead-September 2024
Milwaukee
Sep 6, 2025
About FX Client Management Business Lead

  JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative andgrowing. We invest in our people. We care and make a positivedifference. Summary: At Northwestern Mutual, our vision is to deliverfinancial security to help our clients live their best lives by choice.A key pillar of our vision and success is our strong, vibrant salesforce. This role sits within the Career Distribution (CD), which is atthe forefront of working across the home office and sales force as oneteam to achieve the sales and growth objectives the company expects,while delivering the experience our distribution needs and deserves.Responsible for mapping out business processes and future stateexperiences for Client Management. Trusted resource and advocate forbusiness priority lead to translate industry experiences and field painpoints into a storyboard, process map and business requirements.Architect experiences using business process management to design,analyze, implement, and control processes. Preferable experience workingwith Advisor platform work in the industry Primary Duties &Accountabilities: Responsible to define and drive the future of theClient Management experience that connects multiple capabilities into astreamline workflow, representing the common business processes for thesophisticated advisors. Engage with our sophisticated advisors focusedon understanding the practice operations and advisor client engagementfor documenting the business process maps and storyboards /journey mapsAnalyze the industry landscape for client management that includeswealth management awareness and a subject matter expert Assist thebusiness priority lead in developing a point of view on future stateexperiences Qualifications: Advanced degree in Business, finance orrelated field or an equivalent combination of education, fieldexperience and/or progressively responsible work experience. Minimum 10years of progressively responsible experience working closely with afinancial services distribution system in a consulting capacity withability to build relationships and gain traction Strong leadership,vision and strategy, decision-making and team-building skills. Highlevel of credibility with the Network Offices and field managementincluding excellent platform skills. In depth knowledge of thedistribution system, Network Office operations, Northwestern Mutual\'sproducts, marketing approaches and sales and career cycle Strongcommunication skills with ability to motivate a wide variety ofaudiences. Strong interpersonal skills with demonstrated ability toestablish rapport at all levels of the home office and in the field.Demonstrated ability to think strategically and to design cost effectivesolutions to address long-range distribution system needs Industryexperience on advisor platform or wealth management experiences a plusHighly preferred FINRA Series 7 and Series... For full info followapplication link. EEO/AA Employer/Vets/Disability ***** APPLICATIONINSTRUCTIONS: Apply Online: ipc.us/t/1D10F95405D747A5 Qualified females,minorities, and special disabled veterans and other veterans areencouraged to apply.

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