Haley Rives Email & Phone Number

I am privileged to be a contributor on the Northwestern Mutual team, a leading financial services banking company, where I partner with C-suite executives, strategize with primary business advisors, and ensure efficient resource allocation for optimal outcomes.As the primary liaison between network offices and headquarters, I facilitate connections across divisions enabling seamless collaboration and knowledge-sharing, supporting tactical needs, and providing valuable distribution and standard methodology insights. Co-managing multimillion-dollar budgets and crafting and implementing affiliate performance expansion plans, we align contract directives and advance organizational goals and objectives while increasing the involvement of newly appointed advisors in business management, fiscal planning, and activity coaching,Collaborating with high-level teams, I invoke remarkable enterprise performance valuation rate surges (up to 140% YoY) and formulate ambitious plans for the future. Projecting a 48% growth in development director contracts and three district office expansions, I look forward to launching leadership programs, flawlessly executing initiatives, and introducing talent development training programs.As I continue my career path in the financial services industry with this exceptionally talented group of professionals, I am confident that we will drive excellence, transformation, and success for Northwestern Mutual in the future.

Milwaukee, Wisconsin, United States

In this role, I managed the adoption strategy for multiple offices, fostered advisor relationships through 400+ consultations and 120+ group training sessions, and collaborated with distribution performance teams to drive technology involvement and support. Creating cross-functional consistencies by developing best practices, I cultivated a synergistic culture of collaboration resulting in these impressive outcomes:►Procured a 140% increase in wealth management, 61% in total compensation, and 53% in premium credit by providing personalized coaching to master software fact-finding, plan-building, and presentation strategies.►Achieved 100% technology adoption across regional offices, exceeding due dates, by integrating change management techniques via presentations, exercises, and one-on-one consultations and assured an 85% average score on inbound software planning calls by maintaining efficient handle times.►Attained a 58% total compensation surge after training 22 new advisors on innovative software impacting advisors globally.The team and I facilitated quicker sales cycle turnarounds, improved financial advisor productivity with new technology, gained data-driven insights, procured optimal product positioning, and built a more robust client engagement journey.

Waukesha, Wisconsin

Under the tutelage of senior advisors overseeing multiple high-net-worth cases, I utilized my expertise in various financial products to secure hundreds of thousands of dollars in life insurance premiums and assets under management, attain +70 new clients, and impact the economic success of families and individuals.I cultivated one-on-one interactions with clients by learning the intricacies of all internal databases and applying a hands-on learning approach and executed social media outreaches, phone calls, and referral campaigns.This experience gave me firsthand knowledge of the enterprise’s databases and awarded me with opportunities to hone my skills in fiscal planning and relationship-building.

Greater Milwaukee Area

Stepping up to a project management role, I started a long-spanning career path at Northwestern Mutual. During this time, I devised techniques for running the innovation space, Cream City Labs. I achieved a 94% satisfaction rate by streamlining processes and housing investments in start-up businesses directly correlated to novel technologies.Joining forces with the digital innovation and research team to establish and execute media strategies, I distributed weekly newsletters, formed digital processes for reservations, and crafted blogs centered around technology and change. Our efforts paid off in curating a 33% efficiency in space usage and prompted the development of new technology adaptations via a dynamic data collection website.

Lexington, Kentucky Area

Early in my career, I gained valuable experience as an intern and consultant at a full-service digital marketing agency.Defining and integrating social media strategies and managing a significant budget, I executed a local Ford dealership’s advertising campaign. Authoring and publishing weekly content on the regional blog, I curated 75,000 average views on social media platforms. Partnering on events for other significant accounts such as Indianapolis Boat, Sport and Travel Show, and The Greenbrier Classic, I generated +5,000 leads to +100 distributed dealerships by working multiple events and building connections.