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Senior Director Managing Partner

Northwestern Mutual Life Insurance Company

MILWAUKEE, WIJobSeen todaySeen in employer's feed today

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At a glance

Compensation
No compensation found
Location
MILWAUKEE, WI
Work Authorization
Not specified

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Job overview

As Senior Director, Managing Partner Transitions, this role leads financial strategy and execution for Managing Partner appointments, office capitalization, ownership transitions, and other changes across the field organization. It partners with leadership candidates, executives, and finance, legal, tax, and field stakeholders to evaluate opportunities and structure financial arrangements. The role also leads a team supporting analysis and transition execution.

Skills & qualifications

RequiredNice to have

Skills

Financial StrategyFinancial AnalysisTransaction SupportCapitalizationMergers and AcquisitionsCorporate FinanceFinancial ModelingDue DiligenceDeal AnalysisNegotiationTeam Leadership

Qualifications

Bachelor's in Finance, Accounting, Business, Economics, or Related

Full job description

JOB REQUIREMENTS: Help shape the future of field leadership and business growth Join a highly visible team that guides complex leadership transitions and helps position local offices for long-term financial success. As Senior Director, Managing Partner Transitions, you will lead the financial strategy and execution behind Managing Partner appointments, office capitalization, ownership transitions, and strategic changes across our field organization. You will partner with leadership candidates, senior executives, finance and legal partners, and field stakeholders to evaluate opportunities, structure sound financial arrangements, and support successful transitions. This role combines financial strategy, transaction experience, executive influence, and team leadership. What You'll Do Lead the end-to-end financial strategy for Managing Partner appointments, office capitalization, and leadership transitions. Assess office capital needs, funding structures, liquidity, and long-term financial sustainability; develop capitalization recommendations that support business continuity and growth. Lead financial analysis and transaction support for mergers, acquisitions, consolidations, office splits, territory changes, succession events, and other complex business transitions. Partner with leadership candidates to evaluate opportunities, understand the financial outlook of office leadership, and prepare for ownership and operating responsibilities. Develop and present clear, decision-ready financial recommendations to senior governance committees and executive stakeholders. Structure and negotiate transition-related financial arrangements in partnership with finance, legal, tax, and business leaders. Oversee programs supporting outgoing leader retirement obligations and incoming leader appointment and onboarding activities. Serve as a subject matter expert on field leadership compensation, financial programs, capitalization, and transition economics. Lead and develop a team responsible for financial modeling, projections, due diligence, deal analysis, and transition execution. Continuously improve financial models, governance processes, tools, and reporting used to support critical leadership and investment decisions. What Makes This Role Compelling Influence high-impact decisions involving leadership succession, capital deployment, and long-term market growth. Partner directly with senior executives, future business leaders, and cross-functional experts. Apply M&A, corporate finance, and transaction skills to complex, relationship-driven business situations. Lead a talented team and shape the capabilities, tools, and processes that enable successful transitions. Gain broad exposure to strategy, finance, operations, governance, and executive decision-making. Qualifications Bachelor's degree in finance, accounting, business, economics, or a... For full info follow application link. EEO/AA Employer/Vets/Disability ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/F0B55E01A46D4DCB Qualified females, minorities, and special disabled veterans and other veterans are encouraged to apply.

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