Planning Excellence Lead Consultant

Planning Excellence Lead Consultant Corporate & Business Initiatives Milwaukee, WI Corporate / New York, NY Corporate / United States of America 21 Apr 2026 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 regarding financial planning with responsibility for ensuring PX aligns with the FPP and planning best practices. Leading work overseeing cross-functional teams that analyze data related to financial planning and PX and developing insights and hypotheses regarding the role of financial planning by advisor and clients in driving Northwestern Mutual strategy. Leading and supervising work of others related to supporting for PX Engineering in providing use cases; assisting in developing and conducting user acceptance testing. Create financial planning standards and planning philosophy to ensure they reflect best practices and methods of planning, consistent with Northwestern Mutual strategy. Analyzing and research on methods of financial planning involving integration of insurance products in a financial plan for determining methods that deliver better outcomes for clients for purposes of informing planning best practices and developing strategy regarding financial planning. Preparing case studies on best practices for financial planning for use by Advisors or other stakeholders in preparing material for advisors, clients, home office stakeholders. What You’ll Bring to the Role Bachelor’s degree required. Certifications or designations related to financial planning are preferred such as CFP®, CFA, ChFC, CLU. At least seven years of previous experience in areas where planning subject matter expertise was used. Minimum of 2 years of experience in financial services or advice or planning industry Knowledge and experience with Northwestern Mutual advisors, or other experience relevant to understanding Northwestern Mutual objectives required Excellent verbal and written communication skills Familiarity with financial planning software is required Skills You Have Adaptive Communication: Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences.Analytical Thinking: Organizes and compares various aspects of a situation to comprehend and identify key or underlying complex issues through the use of quantitative data and analysis; leverages strong business acumen, problem solving, and interpersonal skills to think critically about situations from multiple perspectives and consistently seeks ways to improve processes.Business Acumen: Applies knowledge of both general and organization-specific business issues/financial implications for the organization to problem solve. Cross Functional Partnering & Planning: Facilitates collaboration, communication, coordination, and planning with individuals and teams from different functions within the organization, and who have different areas of expertise, to achieve common goals.Learning Agility & Critical Thinking: Pursues learning and obtains knowledge continuously in relevant fields, methods, or technologies in current and future practices; continuously utilizes critical thinking to identify opportunities, execute solutions, and measure impact to constantly improve existing practices and processes based on feedback, lessons learned, and market trends. Compensation Range: Pay Range - Start: $118,960.00 Pay Range - End: $178,440.00 Geographic Specific Pay Structure: Structure 110: $130,880.00 USD - $196,320.00 USD Structure 115: $136,800.00 USD - $205,200.00 USD We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. Skills Analytical Thinking (NM) - Advanced, Business Case Development (NM) - Intermediate, Prioritization (NM) - Intermediate, Business Acumen (NM) - Advanced, Adaptive Communication (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Advanced, Program Management (NM) - Advanced, Root Cause Analysis & Decision Quality (NM) - Advanced, Learning Agility & Critical Thinking (NM) - Advanced, Executive Presence (NM) - Intermediate, Stakeholder Relationship (NM) - Intermediate, Interpersonal Savvy (NM) - Advanced FIND YOUR FUTURE We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.

Salary : $118,960 - $178,440