Northwestern Mutual

Enterprise Insights Specialist (Research Operations & Knowledge Management Strategy)

Northwestern Mutual • $70K — $105K *
Milwaukee, WI 53215In-Person
Business Services
Less than 5 years of experience
Reposted 1 week ago
Job Overview by Ladders

Qualifications

  • 2-3 years of research and data analysis experience, preferably in B2C sectors.
  • Proficient in Excel, Access, SQL, SAS, SPSS, Tableau, or BI tools.
  • Familiar with statistical techniques like Regression, Factor, and Cluster analysis.
  • Experience in budget and vendor management.
  • Relevant degree in business, marketing, social sciences, statistics, or related field from a recognized institution.
  • Ability to integrate both strategic and tactical analytics skills.

Responsibilities

  • Manage and track research tasks in Jira to optimize project resources.
  • Ensure all projects start with clearly defined objectives through logged research briefs.
  • Provide capacity updates and project status reports based on Jira metrics.
  • Enforce compliance with rights-sharing protocols for data access.
  • Collaborate on formatting research outputs for long-term discoverability.
  • Lead systematic storage of insights on SharePoint for easy access.
  • Utilize AI tools to automate coding and tagging of research materials.

Benefits

  • Hybrid work flexibility.
  • Opportunities for professional growth and development.
  • Access to advanced technology and analytic tools.
  • Collaborative team environment focused on knowledge sharing.
Full Job Description
THIS ROLE WILL BE BASED IN MILWAUKEE, WI.

As the Enterprise Insights Specialist - Consumer & Client Research, you will bring deep consumer and client understanding, coupled with strategic foresight, to life to inspire profitable growth. You will have the opportunity to work with cross-functional teams, perform custom research as applicable and drive project management for insights projects across consumer, client and field teams. This is a unique opportunity for an individual with a self-starter mentality to have oversight of the projects across the function while also ensuring appropriate tracking of these projects.

As the central orchestrator and research librarian for our Enterprise Insights team, you will lead workflow optimization and institutionalize knowledge through disciplined archival. You will leverage AI to enhance insight discoverability, preventing redundant work and driving efficiencies across the team. By centralizing these assets, you will accelerate speed-to-discovery, allowing leadership to pivot quickly in response to emerging market trends. Ultimately, you will instill a rigorous discipline around intake and knowledge management to ensure every strategic decision is backed by the organization's collective intelligence, mitigating risk and driving sustainable competitive advantage.

What You'll Do:

Intake Process, Documentation & Traffic Support
  • Workflow Oversight: Work with the team to manage and monitor research tasks in Jira to ensure project progress and resource efficiency.
  • Intake Management: Ensure all initiatives begin with a logged research brief to define objectives and requirements.
  • Status Reporting: As needed, provide updates on team capacity and project status based on Jira traffic metrics.
  • Rights Compliance: Document and enforce sharing protocols for internal, field, and external access per guidelines.
  • Insights Curation: Partner with leads to ensure research outputs are formatted for long-term searchability and actionability.


Knowledge & Data Management
  • Knowledge Archival: Lead the systematic storage of findings across SharePoint and the Research Hub for easy retrieval.
  • AI Integration: Leverage approved AI tools to automate the coding, tagging, and searching of research files.
  • Quarterly Spotlights: Produce a quarterly digest of projects and impact (in partnership with respective teams) to drive enterprise-wide awareness.
  • Standardization: Maintain team-wide standards for naming conventions and folder structures for a "single source of truth."


What You'll Bring To The Role
  • Minimum of 2-3 years' experience/knowledge desired in consumer insights, research & project management.
  • Direct to consumer (B2C) category experience strongly preferred.
  • Exposure and experience to custom research methodologies such as concept testing, communications evaluation and syndicated data collection/research.
  • Expertise using MS Office tools such as Excel, Word and syndicated tools for project tracking.
  • Strong technical market research skills that include; quantitative, qualitative, primary, and secondary.
  • Experience should include budget management, and vendor management.
  • Degree in business, marketing, social sciences, statistics or related field. Ideally from top-tier school.
  • Strong business acumen.
  • Financial Services Experience Not Required; but must have, or acquire soon after, intimate knowledge of NM field, markets, clients and products.
  • Able to be both strategic and tactical, with strong analytical, problem solving and conceptual skills. Ability to unite key colleagues and cross-functional partners by gaining trust through demonstrating business expertise.
  • Acts in the best interest of consumer / clients and the company.
  • MBA or Master's Degree strongly preferred.


#LI-Onsite, #LI-Hybrid

Compensation Range:

Pay Range - Start:
$70,320.00

Pay Range - End:
$105,480.00

Geographic Specific Pay Structure:

Structure 110:

Structure 115:

We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.

About Northwestern Mutual

Northwestern Mutual has been helping people and businesses achieve financial security for more than 160 years. Through a holistic planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. The company manages billion of dollars of investments owned by its clients and held or managed through its wealth management and investment services businesses. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (securities), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company® (NMWMC) (fiduciary and fee-based financial planning services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance).

Northwestern Mutual Careers

Joining Northwestern Mutual presents a unique opportunity to be part of a team that is dedicated to empowering personal and professional growth, innovation, and leadership in the financial services industry. As a company renowned for its commitment to excellence and a culture that values diversity and inclusion, Northwestern Mutual offers unparalleled job opportunities for both seasoned professionals and those at the start of their careers.

Work You’ll Do

At Northwestern Mutual, we believe in building strong relationships not only with our clients but also among our team members. By joining our team, you will collaborate with some of the most talented professionals in the industry, all united in their commitment to leadership and innovation. Our employees are equipped with top-tier benefits and diversity training that ensure their career journey is both rewarding and inclusive.

Explore Professional Growth and Development

Northwestern Mutual is committed to fostering an environment where career growth is not just a possibility but a priority. With a variety of positions available, from financial representatives to internships for budding professionals, our company is a place where your skills and passion can thrive. We provide extensive training programs and leadership development opportunities that prepare you for success in your current role and beyond.

Innovative Work Environment

Our team at Northwestern Mutual is at the forefront of integrating cutting-edge technology and innovative financial strategies to provide exceptional service to our clients. This focus on innovation is not just about staying current; it's about leading the way in the financial sector. Employees at all levels are encouraged to contribute ideas and take initiative, driving the company forward as a leader in the financial industry.

Be Part of Our Diverse and Inclusive Team

Diversity and inclusion are more than just buzzwords at Northwestern Mutual; they are integral to our company culture and business strategy. We are committed to creating a workplace where all employees can flourish. Our diversity training programs are designed to enhance understanding and foster an inclusive environment for all team members.

Networking and Career Advancement

Networking within Northwestern Mutual opens doors to expansive career advancement opportunities. We encourage our employees to engage in internal networking events, which often lead to mentorship and further career development. Whether you are looking to enhance your resume, prepare for an interview, or step into a leadership role, Northwestern Mutual provides the resources and support to help you achieve your professional goals.

Join Our Team

Search open positions that match your skills and interests. We are looking for passionate, curious, and solution-driven team players who are ready to take their career to the next level. Explore the job opportunities and internships available at Northwestern Mutual and find out how you can contribute to our legacy of innovation and leadership.

Stay Connected

Keep up to date with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities that await at Northwestern Mutual.

SEARCH NORTHWESTERN MUTUAL JOBS

Join us and start your journey at Northwestern Mutual today, where your career is nurtured, your skills are honed, and your achievements are celebrated.
Learn more about Northwestern Mutual
Size
7,000 employees
Industry
Finance & Insurance
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Northwestern Mutual

  • Northwestern Mutual
    Financial Advisor
    $61K — $250K *
    Tampa, FL 33647 (Hillsborough County)
    Reposted Today
    Finance & Insurance
    In-Person
  • Northwestern Mutual
    Financial Advisor
    $61K — $250K *
    Dallas, TX 75217 (Dallas County)
    Reposted Today
    Finance & Insurance
    In-Person
  • Northwestern Mutual
    Financial Advisor
    $61K — $250K *
    Oshkosh, WI 54901 (Winnebago County)
    Reposted Today
    Finance & Insurance
    In-Person
  • Northwestern Mutual
    Financial Advisor
    $61K — $250K *
    Troy, MI 48085 (Oakland County)
    Reposted Today
    Finance & Insurance
    In-Person
  • Northwestern Mutual
    Financial Advisor
    $61K — $250K *
    Florham Park, NJ 07932 (Morris County)
    Reposted Today
    Finance & Insurance
    In-Person

More Business Services Jobs

Find similar Enterprise Insights Specialist (Research Operations & Knowledge Management Strategy) jobs:

NationwideMilwaukee, WI