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Lead Research & Data Analyst - Enterprise Client Experience

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

Northwestern Mutual has 165 years of history providing financial security to millions of people. Continuing that tradition means changing to meet the needs of our clients and financial advisors. We are a strong, innovative, and growing company that invests in people who care and make a positive impact.

What’s the role?

The Lead Research & Data Analyst - Enterprise Client Experience owns consumer research work streams that impact and inform on the near and long-term success of Northwestern Mutual.

In this role, you will drive client centricity throughout the organization by developing and managing primary research and completing in-depth analysis to identify trends and extract insights relevant to Northwestern Mutual’s strategic direction. You will have opportunities to present findings directly to senior leadership therefore, to thrive in this role a blend of analytical prowess, business acumen, curiosity and strong communication / interpersonal skills are essential.

Primary Accountabilities:

  • Design, implement and manage the day-to-day operations of primary client / consumer research programs, with a focus on tracking

  • Identify what data is necessary to answer a given business question to then perform any required analysis and interpretation necessary to share key metric results and develop insights

  • Share those results and / or insights visually

  • Coordinate with external (vendor) and internal service partners, where applicable

  • In general, support the Senior Director of Enterprise Client Experience and the broader Strategy Integration Team to leverage consumer research to benefit the organization

Bring your best! What the role needs

Minimum Requirements:

  • Bachelor’s degree in Marketing, Social Sciences, Mathematics, or related field, or equivalent combination of education and experience

  • Skilled at understanding business problems and driving towards recommendations or insights using both quantitative and qualitative data analysis

  • Proficient in Excel, SPSS, SQL, R, or other prominent data visualization / analysis tools

  • Proven track record for handling multiple research projects simultaneously

  • Experience packaging and delivering stories in PowerPoint

  • Works well in a team environment, with colleagues at varying levels

  • Superior communication skills

Additionally preferred:

  • Familiarity with how to read / interpret, and report on statistical analysis typically associated with consumer research, such as key driver modeling

  • Proficiency with data collection and / or dashboard programming within Qualtrics XM platform

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.