Advisor Equity Transitions Senior Director

Summary:

This role is part of our Advisor Transitions team focused on providing solutions and services to allow large practices to grow and transition within Northwestern Mutual. This role requires a strategic thinker with deep expertise in mergers and acquisitions, excellent rapport with Field advisors, and a thorough understanding of Northwestern Mutuals best practices, distribution principles, and awareness of our diverse network office cultures.

Primary Duties & Responsibilities:

• Engagement in Transactions: Actively engage when a transaction is identified by a practice, ensuring a smooth and strategic process from the outset.

• Deal Structuring: Collaborate with buyers, sellers, and all equity partners to ideate and structure optimal deals alongside strategic partners.

• Continuous Support: Be an integral part of the expert team, providing ongoing support and expertise throughout the engagement with external partners.

• Liaison with NM Home Office teams: Bring in home office expertise in the review and execution of the transaction as needed. Keeping key stakeholders informed.

• Assumption Testing: Pressure test practice and/or strategic partner assumptions and suggest what-if scenarios to ensure all potential outcomes are considered.

• Capital Solutions: Recommend potential capital solutions available within NM or broadly in the market based on the specific transaction and needs.

• Diverse Perspectives: Incorporate a diversified Northwestern Mutual point of view, considering insights from Home Office, Field leaders, buyers, sellers, and policy owners.

• Strategic Partnerships: Partner with Chief Growth Officer (CGO),Managing Partners (MP) and Field Growth & Engagement team to ensure cohesive engagement and alignment with organizational goals.

Qualifications:

• Expertise in M&A: Minimum 10 years of proven experience consulting to mergers & acquisitions transactions, with a successful track record of managing and executing deals.
• Bachelor's degree in finance, business, law, or related field. CFA or CPA preferred.
• Field Rapport: Strong ability to build and maintain positive relationships with Field advisors preferred, demonstrating excellent interpersonal skills.
• NM Best Practices: Deep understanding of Northwestern Mutuals best practices, and principles, ensuring alignment with company standards preferred.
• Knowledge of Northwestern Mutual system: Awareness of our go to market strategy through an MP led system including roles and contracting framework
• Cultural Awareness: Insight into the diverse cultures of different network offices within NM, allowing for tailored and effective engagement.
• Contract Knowledge: Comprehensive knowledge of various Northwestern Mutual contracts and roles preferred.
• Strategic Thinking: Ability to think strategically and provide innovative solutions that align with both buyer and seller needs.
• Collaborative Approach: A team player who collaborates effectively with internal and external partners to achieve successful outcomes.
• Analytical Skills: Strong analytical skills to pressure test assumptions and suggest viable scenarios and solutions. Demonstrated ability to synthesize analysis for various audiences.
• Curious: Not afraid to ask questions, challenge assumptions and push boundaries

Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additional information relating to location-based pay structures.

We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.