Oferta de trabajo: Advisor Equity Transitions Senior

Empresa
NORTHWESTERN MUTUAL LIFE INSURANCE
Ubicación
MILWAUKEE, WI
Publicado en
el 15 de marzo de 2025

JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. 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 Mutual\'s 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 teamto 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 Mutual\'s 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:... For full info follow application link. EEO/AA Employer/Vets/Disability ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/CA7056148968450E Qualified females, minorities, and special disabled veterans and other veterans are encouraged to apply.

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