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Business Analyst - Wealth Management

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.


Northwestern Mutual's Wealth Management space is seeking a Business Analyst to dig deep into a specific business area and help define the details of how to drive business results through technology. Work on a cross-functional team of product managers, engineers, designers and subject matter authorities in an agile methodology to deliver on outcomes and be influential!

Primary Duties & Responsibilities

  • Business Expertise: Partner with peer group, business partners and product management to learn business area/domain, while continuing to learn and grow knowledge across the enterprise.

  • Current State, Future State and Gap Analysis: Document and assess current state in a few processes, or single business area / domain. Assist with task-based work items in more sophisticated situations.

  • Gather Requirements: Responsible for fact-based requirement gathering, including all system, technical and intake requests.

  • Author User Stories and/or Features: Author user stories and/or features independently with low to medium complexity while participating in some task-based work in higher complexity situations. Assist throughout the development process as needs arise.

  • Test Plan Review: Assist with coordinating and reviewing test plans for smaller or non-complex efforts. Independently provide execution on testing as needed (UAT, checkouts, etc.)

  • Project Management : Use project management principles to successfully complete and advance work.


  • Bachelor's degree.

  • 1-3 Years Prior Experience in industry or business.

  • Ability to lean on strong communication skills to influence outcomes while approaching conflict with organizational savviness.

  • Domain expertise via previous internships or similar roles in the past.

  • Certifications demonstrating proficiency in role specific competencies.

  • Deep familiarity of agile & scrum development environments.

  • Solves problems in straightforward situations; analyzes possible solutions using technical experience, judgment and precedents

Grow your career with a best-in-class company that puts our client’s interests at the center of all we do. Get started now!

W e are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

If you work or would be working in Colorado or outside of a Corporate location, please click here for information pertaining to compensation and benefits.


We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.