Adoption Consultant

Summary:

Provides guidance and oversight to ensure functional goals are met. This role is responsible for ongoing usage and adoption of assigned digital product(s). This may include defining the project structure into manageable work units, identifying needs and obtaining/allocating resources, overall scope, interdependencies, relationship management, communication, methods for monitoring and reporting on status, and organizational change management. This role will partner with Adoption Lead on priority initiatives in alignment with digital product portfolios. This role will be a trusted resource and advocate for clients within their practice.

We are looking to fill two positions on this team.

Primary Duties & Responsibilities:

• Engage with our sophisticated advisors focused on understanding the practice operations and advisor client engagement for increased adoption of all experiences.
• Consulting on development and implementation of overall holistic communication strategy for Field and Home Office for Adoption Initiative (in collaboration with Field Communications).
• Provides organizational change management support for new and/or enhanced digital product capabilities leveraging best practices to ensure field, client and home office readiness.
• Develop actionable insights from field feedback and incorporate into adoption strategies and product development priorities
• Coordinate with technology partners on high level impact analysis of proposed solution
• Assist the business in developing a point of view on future state experiences

Qualifications:

• Advanced degree in Business, finance or related field or an equivalent combination of education, field experience and/or progressively responsible work experience.
• Minimum 6 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.
• High level of credibility with the Network Offices and field management including excellent platform skills.
• In depth knowledge of the distribution system, Network Office operations, Northwestern Mutual's products, marketing approaches and sales and career cycle
• 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.