Northwestern Mutual
Overview This range is provided by Northwestern Mutual. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application. Base pay range $100,000.00/yr - $300,000.00/yr Additional compensation types Annual Bonus and Commission Role
Chief Development Officer at Enterprise Performance Group The Managing Director is an executive leader responsible for driving the firm\'s strategic vision, operational excellence, and overall financial performance. This role encompasses high-level financial oversight, fostering a culture of high performance, and the attraction and development of both talent for the financial advisor role and executive team members. The Managing Director ensures all firm activities align with short-term objectives and long-term strategic growth in the greater Silicon Valley. This role will be based onsite in Mountain View, California. Responsibilities
Advisor talent acquisition, development and retention Develop and execute a strategic recruitment plan to attract and hire financial advisor talent Leverage professional networks, industry connections, and strategic partnerships to build a robust candidate pipeline Lead the recruitment process, including identifying, engaging, and evaluating advisor candidates Create a supportive environment with clear career paths, ongoing training, and mentorship to foster growth Provide coaching, strategic guidance, and performance feedback to help advisors reach their full potential Implement a robust onboarding program to ensure a seamless and successful transition for new advisors Grow and develop leaders aligned with cultural values and performance expectations to scale the firm Strategic leadership and business growth Set and communicate the vision, mission, and strategic objectives for the firm, aligned with the overall business goals Oversee the financial performance of the firm, including budgeting, forecasting, and achieving revenue targets Collaborate with senior leadership on firm-wide initiatives and serve as a key stakeholder in strategic planning Client and relationship management Serve as a senior representative and brand ambassador for the firm, building and maintaining strong relationships Ensure that all financial advisory services reflect the firm\'s client-centered wealth management philosophy and deliver exceptional client satisfaction Compliance and risk management Ensure that the advisory team\'s activities comply with all relevant legal, regulatory, and internal policy requirements Lead the reinforcement of governance, ethics, and compliance standards, serving as a role model for the team Qualifications
Professional attributes Bachelor\'s degree required; advanced degree or relevant industry certifications (e.g., CFP, CFA) preferred. 8+ years of experience in the financial services industry, with at least 3 years in a leadership or management role Proven track record of successful recruitment and development of talent Exceptional leadership, communication, and interpersonal skills Strong business acumen with advanced financial skills and deep knowledge of market trends Ability to think strategically, solve complex problems, and make data-driven decisions Personal characteristics Entrepreneurial and driven mindset, with a creative and strategic approach to building the business Dedicated to mentoring and empowering others, with impeccable integrity and commitment Exceptional ability to multitask and manage multiple priorities with a vigilant attention to detail Results
Attract 15+ Financial Advisors annually Achieve Annual Production Goals Develop two additional leaders per year Remuneration
% of Total Firm’s Production Retirement: DASIP, Management ARP, Valuation, Earnout, Earnout-Valuation Personal Production Enhancement: Quality Incentive, New Client Bonus Seniority level
Director Employment type
Full-time Job function
Sales, Finance, and Business Development
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Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application. Base pay range $100,000.00/yr - $300,000.00/yr Additional compensation types Annual Bonus and Commission Role
Chief Development Officer at Enterprise Performance Group The Managing Director is an executive leader responsible for driving the firm\'s strategic vision, operational excellence, and overall financial performance. This role encompasses high-level financial oversight, fostering a culture of high performance, and the attraction and development of both talent for the financial advisor role and executive team members. The Managing Director ensures all firm activities align with short-term objectives and long-term strategic growth in the greater Silicon Valley. This role will be based onsite in Mountain View, California. Responsibilities
Advisor talent acquisition, development and retention Develop and execute a strategic recruitment plan to attract and hire financial advisor talent Leverage professional networks, industry connections, and strategic partnerships to build a robust candidate pipeline Lead the recruitment process, including identifying, engaging, and evaluating advisor candidates Create a supportive environment with clear career paths, ongoing training, and mentorship to foster growth Provide coaching, strategic guidance, and performance feedback to help advisors reach their full potential Implement a robust onboarding program to ensure a seamless and successful transition for new advisors Grow and develop leaders aligned with cultural values and performance expectations to scale the firm Strategic leadership and business growth Set and communicate the vision, mission, and strategic objectives for the firm, aligned with the overall business goals Oversee the financial performance of the firm, including budgeting, forecasting, and achieving revenue targets Collaborate with senior leadership on firm-wide initiatives and serve as a key stakeholder in strategic planning Client and relationship management Serve as a senior representative and brand ambassador for the firm, building and maintaining strong relationships Ensure that all financial advisory services reflect the firm\'s client-centered wealth management philosophy and deliver exceptional client satisfaction Compliance and risk management Ensure that the advisory team\'s activities comply with all relevant legal, regulatory, and internal policy requirements Lead the reinforcement of governance, ethics, and compliance standards, serving as a role model for the team Qualifications
Professional attributes Bachelor\'s degree required; advanced degree or relevant industry certifications (e.g., CFP, CFA) preferred. 8+ years of experience in the financial services industry, with at least 3 years in a leadership or management role Proven track record of successful recruitment and development of talent Exceptional leadership, communication, and interpersonal skills Strong business acumen with advanced financial skills and deep knowledge of market trends Ability to think strategically, solve complex problems, and make data-driven decisions Personal characteristics Entrepreneurial and driven mindset, with a creative and strategic approach to building the business Dedicated to mentoring and empowering others, with impeccable integrity and commitment Exceptional ability to multitask and manage multiple priorities with a vigilant attention to detail Results
Attract 15+ Financial Advisors annually Achieve Annual Production Goals Develop two additional leaders per year Remuneration
% of Total Firm’s Production Retirement: DASIP, Management ARP, Valuation, Earnout, Earnout-Valuation Personal Production Enhancement: Quality Incentive, New Client Bonus Seniority level
Director Employment type
Full-time Job function
Sales, Finance, and Business Development
#J-18808-Ljbffr