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Sr Wealth Data Mgmt Spec

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


The Sr Wealth Data Mgmt provides critical data management expertise and services to different areas across Wealth Investment Products and Services. This position requires a multifaceted agile mentality, data management skills, patience, and persistence to solve complex business problems.

Primary Duties & Responsibilities:

  • Extract data from diverse sources on multiple platforms and implement data models.

  • Develop reports and visualizations to support projects and business initiatives.

  • Analyze investment performance data and communicate with senior management, field, and home office teams.

  • Analyze data needs and identify available internal and external sources.

  • Perform quantitative data analysis utilizing analytical tools.

  • Ensure data consistency and reliability. Perform quality checks, contribute to metadata and data dictionaries, document repeatable extract, transform and load processes.

  • Design business intelligence solutions.

  • Develop data models to integrate and consume data.

  • Summarize analysis into user-friendly deliverables by translating technical, detailed data into business-appropriate communications and recommendations. Report analytical results and recommendations in written, verbal, and presentation form.

  • Train other teams on data tools and provide guidance on data modeling and practices.


  • Bachelor's degree in Information Technology, Computer Science, MIS or related field

  • 4-5 years professional technical experience, including 1-2 years showing success in engineering of data management technologies

  • Experience with engineering of data management solutions

  • Expertise in one or more development or analytical tools such as databricks, MSBI, PowerBI, SAS, Tableau, SQL, SQL based ETL, SPSS, Visual Basic, TSO, Unix, JCL or another tool.

  • Experience with industry standard data cataloging, data quality, and/or data modeling technologies

  • The ability to translate business capabilities into technology solutions

  • A solid foundation in core data management skills

  • Ability to work on multiple projects at once assuring timely outcomes.

  • Ability to deliver results and recommendations in written, verbal and presentation form at an appropriate level for a business audience.

This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.

Required Certifications:

Non-Registered Fingerprinted - FINRA

Compensation Range:

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Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additional information relating to location-based pay structures.

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! 

We 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 California, Colorado, New York City, Washington 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.