Integrated Financial Planning Manager

Key Responsibilities

Team Development

• Lead onboarding and training for new team members, helping establish clear expectations, resources, and support.
• Guide ongoing performance and career development conversations, including day-to-day coaching, monthly 1:1s, and annual reviews.
• Identify and coordinate special training topics and development opportunities for the team.
• Lead team meeting rhythms, including scheduling and cadence decisions, agenda development, facilitation, and follow-up.
• Project manage process and workflow changes, helping the team understand, adopt, and sustain new ways of working.
• Support new advisor training and development, including STA-related training and onboarding.

Team Administration & Operations

• Oversee team schedules, PTO and coverage planning, and communication around day-to-day schedule changes.
• Create, maintain and disperse team materials and documents.
• Monitor day-to-day team capacity and productivity, leveraging data analysis and forecasting of advisor activity, growth, and team member transitions to identify and address current and future staffing needs.
• Facilitate advisor onboarding and offboarding to create a seamless experience from the start of the partnership through the finish line – aligning with the team members along the way.

Communication & Advisor Support

• Provide clear, timely internal team updates that keep team members aligned on priorities, changes, and operational needs.
• Coordinate communications within Northwestern Mutual, including team updates, newsletters, and process changes.
• Serve as a primary point of contact for advisor onboarding and offboarding communication.
• Provide special-case consultation and escalation support for career advisors.
• Act as a central point of contact for advisor questions, concerns, and operational needs, coordinating follow-up as needed.

Core Strengths for Success

• People leadership, coaching, and team development
• Operational organization and strong follow-through
• Project management and change leadership
• Clear written and verbal communication
• Ability to manage competing priorities and shifting day-to-day needs
• Comfort using data to evaluate capacity, staffing, and operational needs
• Strong judgment when handling questions, escalations, and confidential team matters
• Collaborative, service-oriented approach with team members and advisors
• Forward thinking mindset
• Strong attention to detail
• Strong interpersonal skills: Coaching and developing others, handing difficult conversations, communication
• Experience & Qualifications Strongly Preferred: 2-5 years Northwestern Mutual experience, with proficiency in new client onboarding, NM’s technology and proprietary software
• Demonstrated experience coordinating people, processes, projects, or cross-functional work.
• Preferred: Experience in team leadership, people management, performance conversations, n, or a related function.
• Demonstrated experience coordinating people, processes, projects, or cross-functional work.
• Experience working in financial services or a professional services environment is preferred.
• Strong proficiency with common Microsoft 365 tools and the ability to learn internal systems and processes.

Role Focus

What We Offer

• Full-time, 40-hour work week, exempt position.
• Competitive pay starting at $75,000 to $85,000 annually based on experience.
• Paid-for industry designations.
• Profit share pool bonus.
• PTO + Holiday time off + 2 Floating holidays designed to give you the flexibility to take paid time off for occasions and events that are personally significant to you.
• Medical, dental, and vision coverage.
• Long-Term and Short-Term Disability insurance.
• Matching 401k plan.
• Paid garage parking.
• Remote work option of two days a week after 90-days of employment.
• Laptop provided.
• Healthy break pantry and onsite workout facility access.
• Specific Pay Structure