Northwestern Mutual

Affiliate Manager

• Enable Network Offices to Execute Enterprise Priorities
• Coach the System Toward Effectiveness
• Reinforce Standards and Protect Guardrails
• Partner with Performance Team and other Home Office Consulting Partners
• Surface Enterprise Patterns and Risks

Belonging & Impact Strategic Enablement Partner

Account Executive

• Engage with clients to understand their financial goals, aspirations, and concerns
• Develop comprehensive financial plans that include investments, insurance, and retirement
• Recommend and implement insurance strategies to protect clients' assets and income
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances
• Build and maintain a network of clients through referrals, community involvement, and professional associations

Sales Representative – Entry Level

Data Analyst

• Analyze quantitative and qualitative data to identify patterns, trends, insights, and opportunities that support business decision-making.
• Create forecasts, reports, dashboards, and other analytical deliverables that help tell a clear story through data.
• Translate complex data and detailed analysis into business-friendly insights, recommendations, presentations, and written summaries.
• Produce actionable reports that highlight key performance indicators, identify areas for improvement, and support root-cause analysis.
• Partner with department leaders and business stakeholders to understand business questions, gather requirements, and deliver data-driven recommendations.
• Use analytics and metrics to improve processes, evaluate business impact, and support forecasting related to costs, risks, operational performance, and business outcomes.
• Develop a strong understanding of the business area you support and begin building deeper expertise in one or more business domains.
• Apply data visualization best practices to create clear, effective, and user-friendly deliverables.
• Seek to understand business processes, user needs, and operational workflows; document refined processes when needed.
• Identify and capture business requirements and support the development of KPI frameworks.
• Take initiative to design and develop analytical deliverables based on business needs, findings, and stakeholder priorities.
• Provide consultation to business partners and participate in cross-functional efforts to address business issues.
• Share results, insights, and best practices across teams to support continuous improvement and strengthen analytical capabilities.
• Apply creative problem-solving, curiosity, and new perspectives to improve how data is used to support business decisions.
• Embrace continuous learning, ambiguity, and collaboration in a fast-paced environment.

Data Analyst III – Investment Client Services

• Engage with clients to understand their financial goals, aspirations, and concerns.
• Develop comprehensive financial plans that include investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed.
• Build and maintain a network of clients through referrals, community involvement, and professional associations.

Sales Representative

Financial Planning and Analysis

Financial Representative – Entry Level

• Engage with clients to understand their financial goals, aspirations, and concerns.
• Develop comprehensive financial plans that include investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Build and maintain a network of clients through referrals, community involvement, and professional associations.

Financial Advisor – Healthcare Background

Manager

• Lead the Consumer & Client learning agenda closely with various teams
• Deliver reports and actionable insights to business partners
• Perform data analysis and interpretation using statistical techniques
• Design integrated internal and syndicated datasets for analysis
• Identify opportunities to enhance the team's analytical capabilities

Senior Manager, Enterprise Insights – Consumer & Client Research

• Lead the Field learning agenda working closely with multiple teams to develop products, communications and strategies that are grounded in deep financial advisor understanding
• Be the go-to source for ad-hoc analysis and actionable research
• Advocate for the field, client and consumer in internal meetings and a driver of insight-led actions
• Deliver reports, insights and implications to assigned business partners to inform decisions
• Perform data analysis and interpretation using basic statistical techniques to reveal new findings
• Identify opportunities to enhance the team's analytical capabilities by evaluating current processes and applying new research best practices

Senior Manager, Enterprise Insights – Field Research

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Financial Representative

Entry Level Financial Representative

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help clients achieve their financial protection and planning goals
• Design and implement tailored strategies to safeguard clients' assets and overall financial well-being
• Regularly review and update clients' financial plans and insurance policies
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations