This position requires 100% onsite availability in Tampa, FL (33607).
About the Job:
The Technology Solutions & Support Consultant is an on-site position embedded within network offices nationwide, dedicated to advancing financial advisors' sales effectiveness and practice growth through innovative technology solutions. This dual role involves optimizing technology configurations and driving technical product integration while simultaneously delivering customized consulting to align digital strategies with business objectives and championing the adoption of Northwestern Mutual’s technology suite. By spearheading strategic technology integration, the consultant transforms advisor practices, driving continuous improvement and fostering collaboration across all organizational levels.
What You'll do:
Develop relationships with financial advisors (FA), FA teams, and network office (NO) leadership and their teams, focusing on understanding basic business objectives and support needs.
Assist advisors and teams in using Northwestern Mutual’s technology tools effectively, demonstrating how they enhance client-advisor experiences and productivity.
Utilizes extensive knowledge of computers, mobile devices, hardware, software configurations, operating systems, and LAN.
Develop a thorough understanding of the insurance and investment sales cycles to understand how technology can be integrated into business processes.
Apply consulting strategies to demonstrate technology benefits, focusing on clear communication to ensure audience understanding.
Provides advanced project consultation, and subject matter expertise to enterprise partners on technology needs, remodels, new office buildouts, and upgrades to enhance the customer experience.
Collect feedback from advisors and teams to relay to Home Office leadership, helping ensure technology solutions meet user needs.
Manages escalations and project management of enterprise technology implementations and upgrades, including communication and feedback to local and corporate leadership.
Support the identification of inefficiencies with guidance, suggesting simple technology applications to improve advisor practices.
Participate in planning sessions to support goal achievement, learning strategic methods to increase productivity and client satisfaction.
Assist in delivering training on technology best practices, facilitating classes under supervision to promote effective tool usage.
Help prepare users for new technology deployments by assisting with training and communication of benefits.
Handles vendor management of third-party technology solutions providers and implementations, ensuring effective collaboration and integration.
Track engagement activities and attend training sessions to expand knowledge and skills, contributing to improvement efforts.
Maintains a high level of proficiency and expertise in complex computer hardware and software technologies through continuous education, advanced training, and self-study.
Travel may be required based on supported offices.
What You'll Bring to the Role:
Bachelor’s degree in business or related field, or equivalent experience.
Minimum of 2 years related experiences including consultation experience working with professionals within financial services or similar industry.
Experience coaching and training professionals.
Technology support experience preferred.
Ability to understand sales-focused software technology and its benefits.
Advanced knowledge in computer, mobile device hardware, and software troubleshooting including proficiency in using software support tool
Ability to build and maintain relationships.
Proven ability to consult and drive measurable improvements in an outcome-based model. (E.g. prior demonstrated ability to drive % increase in adoption, sales etc.)
Demonstrated ability to lead and facilitate groups of people.
Skills You Have:
Adaptive Communication: Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences.
Consulting: Connects with stakeholders to understand and gain specific information to help resolve customer problems in a given domain. Communicates effectively intent to customers, solicits customer requirements, utilizes domain knowledge and collaborates with the right stakeholders.
Customer Centricity: Applies a customer first mindset to design and continuously improve solutions, systems, processes, and services that support enterprise strategy, impact critical business outcomes, and drive organizational success.
Customer Support: Captures customer information for inquiry and analysis in an organized, clear, and consistent manner; leverages knowledge of trends affecting customer to help them make informed decisions and communicates with the customer and the field. Uses customer intelligence to solve problems, demonstrate patience and understanding, ensure customer satisfaction by knowing the customer and audience and resolve customer complaints efficiently.
Operational Excellence: Focuses on lowering operational risks, running costs, and increasing revenues by identifying, designing, and implementing efficient and effective operational processes and systems that drive performance improvement and achieve business goals.
Prioritization: Assesses and accurately assigns priority levels to different tasks based on importance, urgency, and alignment to business and strategic goals.
Stakeholder Relationship: Organizes, influences, monitors, and improves relationships with key stakeholders; systematically identifies stakeholders and analyzes their needs and expectations to support in planning and decision making while implementing various tasks to engage with them.
#LI-Onsite
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRACompensation Range:
Pay Range - Start:
$70,320.00Pay Range - End:
$105,480.00Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Sales Cycle Acumen (NM) - Beginner, Continuous Improvement (NM) - Beginner, Change Management (NM) - Intermediate, Prioritization (NM) - Intermediate, Process Improvement (NM) - Intermediate, Operational Excellence (NM) - Beginner, Business Acumen (NM) - Intermediate, Strategic Thinking (NM) - Beginner, Cross Functional Partnering & Planning (NM) - Beginner, Consulting (NM) - Intermediate, Field Advocacy (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Analytical Thinking (NM) - Intermediate, Adaptive Communication (NM) - Intermediate, Project Management (NM) - Intermediate, Learning Agility & Critical Thinking (NM) - Intermediate, Financial Services Industry Acumen (NM) - Beginner, Escalation Management (NM) - Beginner, Stakeholder Relationship (NM) - Beginner, Customer Support (NM) - Intermediate, Technical & Digital Acumen (NM) - Beginner
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
As an Investment Sales Consultant, you will serve as a trusted coach and subject matter expert for Northwestern Mutual's financial advisors. Through one-on-one consultations, group trainings, and webinars, you'll help advisors navigate complex investment and financial planning scenarios, select the right product solutions, and confidently close for their clients.
Your expertise will span the full suite of NM investment products, including annuities, brokerage, advisory, and retirement planning solutions. You'll combine deep product knowledge with practical sales strategy to make a direct impact on advisor growth and client outcomes.
This is a highly visible role where you'll present to field leadership, collaborate across departments, and help shape how we support advisors going forward.
Advisor Coaching & Consultation
Serve as a go-to investment product expert for financial advisors through inbound phone consultations, scheduled deep-dive sessions, webinars, and in-person meetings at Network Offices.
Consult on complex financial planning scenarios, guiding advisors through product selection, tax considerations, competitive positioning, and client-specific circumstances to reach the best solution.
Connect the dots between tax rules, product features, competitor positioning, and financial planning best practices to help advisors confidently guide their clients to the right solution.
Training & Presentation
Deliver impactful training on investment products, markets, sales concepts, and planning topics to advanced audiences, including field leadership and senior management.
Serve as a featured speaker at home office and Network Office events on planning, product strategy, and market trends.
Create training content that builds product awareness, advisor conviction, and practical sales skills.
Product Analysis & Guidance
Analyze prospect statements and competitors' products to provide clear, actionable guidance to advisors.
Provide strategic advice on taxes, retirement planning, investments, and educational planning aligned with clients' financial goals.
Cover the full consulting scope: annuities, brokerage, advisory, alternatives, trust, cash management, IRAs, education savings plans, and retirement plans.
Collaboration & Innovation
Work across departments to align with organizational goals by contributing to high-impact projects and serving as a liaison for various regions, product areas, and market segment teams.
Bring fresh ideas by combining product knowledge, sales strategy, and technology to continuously improve how we support advisors.
Contribute insights from your advisor interactions to help improve products, sales processes, and support strategy over time.
Continuous Learning
Stay current on product enhancements, the competitive landscape, regulatory and policy changes, and financial planning best practices.
Must-Haves
Bachelor's degree in business, finance, marketing, or a related field
Minimum 6 years of experience in a financial services environment with in-depth understanding of financial products and financial planning
FINRA Series 7 license (active)
Proven ability to consult on complex financial topics and confidently propose effective, needs-based solutions
Strong presentation skills, comfortable delivering clear, engaging content to audiences of all sizes and levels
Demonstrated ability to work collaboratively and influence others toward action
Nice-to-Haves
Advanced degree (MBA, MS, or similar)
CFP, CLU, ChFC, CFA, RICP, or other relevant designations
Previous experience as a Northwestern Mutual financial representative
Knowledge of qualified retirement plan regulations, from plan selection and implementation to investment strategies and employee education
Experience leading large-scale projects or cross-divisional liaison responsibilities
Strong working knowledge of current retail investment industry trends and the competitive landscape
A collaborative, high-performing team of deep subject matter experts who are passionate about advisor success
High visibility: you'll be a recognized voice on investment product strategy within the organization
Ongoing development through exposure to complex case work, cross-functional projects, and evolving product lines
The opportunity to directly shape how Northwestern Mutual supports its advisors and their clients
Compensation Range:
Pay Range - Start:
$89,360.00Pay Range - End:
$134,040.00Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Analytical Thinking (NM) - Advanced, Capital Markets Ecosystem (NM) - Advanced, Customer Centricity (NM) - Advanced, Training, Educating & Awareness (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Advanced, Financial Acumen (NM) - Advanced, Investment Products (NM) - Advanced, Customer Support (NM) - Advanced, Sales Cycle Acumen (NM) - Advanced, Facilitation (NM) - Advanced, Field Advocacy (NM) - Advanced, Adaptive Communication (NM) - Advanced, Consulting (NM) - Advanced, Financial Case Consultation & Resolution (NM) - Advanced, Customer Segmentation (NM) - Advanced, Insurance Products (NM) - Advanced, Financial Planning (NM) - Advanced, Learning Agility & Critical Thinking (NM) - Advanced, Customer, Market & Ecosystem Knowledge (NM) - Advanced, Competitive Benchmarking (NM) - Advanced
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
This role leads an Investment Client Service Operations team that supports financial representatives and home office partners by ensuring reliable access, support, and oversight of investment-related systems and processes. The manager is accountable for service delivery, issue resolution, and operational performance, while coaching and developing employees to provide a consistent, high-quality field experience.
This position leads complex escalations, drives root-cause analysis and process improvement, and partners across teams to enhance system effectiveness and field productivity. Success requires strong people leadership, sound judgment, adaptability, and the ability to manage risk, compliance, and confidentiality in a fast-paced, evolving environment.
Primary Duties and Responsibilities
Lead the team through selection, onboarding, coaching, development, and performance management. Identify staffing needs, mentor employees, and set clear expectations for roles, priorities, milestones, and measures of success.
Provide day-to-day leadership by reviewing, prioritizing, and resolving requests. Identify proactive solutions, evaluate options, and recommend the best course of action to improve outcomes.
Ensure high-quality service delivery by meeting service level goals and maintaining strong quality controls, including timely call reviews and processing audits.
Manage and resolve escalated issues involving staff, processes, and systems across both home office and field operations. Partner with internal teams, external vendors, and cross-functional stakeholders to drive resolution.
Serve as a project owner, contributor, subject matter expert, and team lead for operational initiatives and enhancements, including allocating team resources from concept through implementation.
Lead change management efforts that impact service delivery, tools, and workflows. This role interfaces directly with field partners, internal teams, strategic vendors, and engineering teams.
Communicate effectively across all levels of the organization. Use strong judgment to navigate ambiguity, manage conflict, support salary administration, and make independent, high-quality decisions.
Improve field productivity, support growth, and help retain customer assets by identifying system issues and enhancement opportunities, increasing operational efficiency, and coordinating with service providers.
Support succession planning by identifying future leaders and developing team members to achieve their highest potential.
Stay current on industry developments and anticipate the need for communication and coordination with internal partners and the field.
Establish and monitor policies and procedures to ensure regulatory compliance. Serve as a liaison for regulatory audits, internal audits, and legal requests.
Perform other duties as assigned.
Qualifications
Bachelor’s degree with an emphasis in business, operations management, or a related field, or equivalent experience.
Minimum of seven years of related experience, including deep knowledge of operational procedures and policy design and implementation.
At least two years of operational people leadership experience, with demonstrated strengths in management, human relations, interpersonal effectiveness, and talent development (selection, assignment, training, coaching, and motivation).
Technical knowledge of operational aspects of financial services and products.
Demonstrated ability to apply expertise across complex business areas and effectively manage projects and or teams.
Strong business acumen and ability to learn new concepts and procedures quickly.
Proven ability to respond to changing business needs, manage competing priorities, and operate effectively in ambiguity.
Ability to deliver proactively in a fast-paced, dynamic environment with multiple concurrent demands.
Demonstrated ability to anticipate business impacts, downstream consequences, and emerging trends.
Experience partnering with internal and external customers to meet or exceed expectations.
Creative, flexible problem-solver who can improve outcomes through technology and process improvements.
Licensing
FINRA Series 7 and Series 24 required.
Compensation Range:
Pay Range - Start:
$89,360.00Pay Range - End:
$134,040.00Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Financial Services Industry Acumen (NM) - Expert, Business Acumen (NM) - Expert, Customer Support (NM) - Expert, Talent Development & Planning (NM) - Advanced, Accountability (NM) - Advanced, Field Consulting (NM) - Expert, Change Adaptability (NM) - Expert, Customer Service Mindset (NM) - Expert, Strategic Vision & Planning (NM) - Intermediate, Process Improvement (NM) - Advanced, Attention to Detail (NM) - Expert, Adaptive Communication (NM) - Expert, Root Cause Analysis & Decision Quality (NM) - Expert, Consulting (NM) - Expert, Cross Functional Partnering & Planning (NM) - Expert, Investment Products (NM) - Expert, Policy & Procedure (NM) - Advanced, Customer Centricity (NM) - Expert, Prioritization (NM) - Expert, Tax Awareness (NM) - Expert, Technical Problem Solving (NM) - Expert, Analytical Thinking (NM) - Expert, Compliance (NM) - Expert, Investment Management Systems (NM) - Expert, Stakeholder Relationship (NM) - Advanced, Organization (NM) - Expert, Policy Inquiries & Complaints Management (NM) - Advanced, Industry Knowledge (NM) - Expert, Audits (NM) - Expert
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Northwestern Mutual is a FORTUNE 109 company with $41B in revenue that provides a wide range of financial services to free Americans from financial anxiety. As the leading provider of life insurance, we generate an impressive revenue of $40 billion and serve over 5 million customers.
Role Summary
In this role, you’ll help shape the strategy and future of Claims across Life/Annuities, Disability Income, and Long-Term Care—partnering with product and operational leaders to deliver a consistent, high-quality experience that strengthens Northwestern Mutual’s brand.
You’ll champion a culture of continuous improvement, translating assessments, and insights into measurable action while ensuring claims are administered in alignment with our philosophy and mission. You’ll lead initiatives that elevate operational efficiency, service levels, and customer communications, while driving enterprise projects that anticipate industry trends and the evolving needs of policyowners and financial representatives.
As a people leader, you’ll develop and guide senior leaders, influence team structures and resourcing, and partner to build training and talent practices that help teams thrive. If you’re energized by modernizing complex operations and making a visible impact on client experience at scale, this is your opportunity to lead meaningful change.
Primary Duties and Responsibilities
Develop comprehensive strategies and direct resources to achieve Department and Company field and client experience objectives across Claims.
Ensure all claims are administered in accordance with the Company’s claims philosophy and mission and that financial representatives and policyowners maintain a favorable view of Northwestern Mutual's brand and reputation.
Partner with functional and FrontRunner leaders to advance Forge initiatives, aligning claims operations strategy with enterprise transformation efforts to accelerate capability building, drive execution of priority initiatives, and scale new ways of working.
Partner with claims product line leaders to develop, implement, and monitor an aligned strategy across multiple claims operational divisions (Life/Annuities, DI, and LTC)
Bring forward and align industry advancements and trends with NM strategy.
Create a culture of high quality and continuous improvement across Claims through the process of assessment, evaluation, insight, action, implementation, and measurement.
Develop, maintain, and enhance effective communications with policyholders, beneficiaries, and financial representatives regarding all aspects of administering claims.
Communicate in writing and over the phone with insureds, beneficiaries, and financial representatives on claim service-related issues if necessary for escalated situations.
Direct, develop, and provide guidance to Senior Directors, Assistant Directors, and Managers in all operational matters, including those relating to claims administration, talent management, budgeting, and staffing.
Provide partnerships to other leaders for new employee training and ongoing training strategy and execution. Leverage relationships across departments to ensure that claims analysts are knowledgeable about all relevant products and product changes. Drive implementation of best practices for hiring, training, and retention across operational teams.
Participate in company-wide projects and analyze impact of process and/or system changes on Claims, policyholders, beneficiaries, and financial representatives.
Maintain peer and industry relationships and education on current and future state claims best practices and partner to incorporate innovation and industry best practices into the strategic direction of the company's claims operations.
Qualifications:
Bachelor's degree or advanced degree in business or related field.
10 or more years of progressively responsible management level experience to include leadership, customer service, and proven success directing and providing strategic leadership for multiple operations, diverse projects, and assignments.
Solid understanding of insurance operations, Field relations, servicing functions, and insurance products.
Understanding of business needs and claims processes in various business areas.
Strong project leadership skills and strategy development.
Strong leadership skills with proven experience leading others through change.
Strategy implementation, setting direction, motivation, and driving for results.
A continuous learner based on new environmental changes and impact to our claims paying philosophy.
Strong negotiation skills and ability to think creatively to find solutions.
Demonstrated superior written and verbal communication skills with ability to build rapport and gain acceptance at all levels with internal and external customers.
Demonstrated ability to independently analyze and solve complex business problems.
Strong skills and desire to develop direct reports and others.
Demonstrated knowledge in process improvement, Lean, Continuous Learning and Improvement, or similar methodologies.
Compensation Range:
Pay Range - Start:
$176,000.00Pay Range - End:
$264,000.00This role is eligible for additional short-term and long-term incentive compensation.
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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Information Gathering (NM) - Advanced, Attention to Detail (NM) - Advanced, Strategic Vision & Planning (NM) - Expert, Decision Making (NM) - Expert, Data Application (NM) - Expert, Learning Agility & Critical Thinking (NM) - Expert, Accountability (NM) - Expert, Adaptive Communication (NM) - Expert, Customer Centricity (NM) - Expert, Business Influence (NM) - Expert, Research Communication (NM) - Expert, Insurance Acumen (NM) - Expert, Talent Development & Planning (NM) - Advanced
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Responsible for executing and socializing the overall Planning strategy for NM. Leads the communications, change frameworks and adoption operating models for all new planning efforts and positioning of digital planning initiatives following an intentional release management approach. Articulates the case for change and key messaging across the network offices, advisors as well as enterprise partners as part of a repeatable change framework, connecting all efforts back to the long-term planning strategy. This role will partner with Northwestern Mutual’s Change Management Office acting a business partner for that change.
This role works cross functionally connecting with leaders of other enterprise initiatives to identify and monitor any impacts. It will also ensure all impacts are understood and all are aligned with the overall vision and strategy.
What You'll Do
Leads a team of change and adoption consultants who engage across planning and client experience initiatives.
Aid the continual adoption of planning strategies, thought leadership and digital tools in networks offices who may be at different places in their planning engagement.
Socialize change impacts and stakeholder groups on key planning initiatives and communication plans
Work cross-functionally with enterprise partners to bring clarity and resolutions to issues through pilot feedback and more
Coordinate the development of materials and approaches to support building advocacy in the field
Coordinate event and influencer plans to align with overall communications strategy
Partner and collaborate with enterprise change management areas to stay aligned with and help influence the overall enterprise change management approach.
What You'll Bring
Bachelor’s degree with an emphasis in business or related field; or related work experience beyond the minimum required. Change management or communications background preferred.
Ten or more years of experience/knowledge of business strategy/operations/processes
Experience creating and implementing change management frameworks, methodologies and tools
Experience managing large-scale organizational change efforts
Strong planning skills, with ability to coordinate across a large team of subject matter experts
Experience leading and managing a team
Business acumen and understanding of organizational issues
Ability to influence others, challenge the status quo, shift thinking and move toward a common, enterprise vision
Ability to establish and maintain strong relationships among leaders in the Home Office and Field and think strategically
Familiarity with project management approaches, tools and project phases
Strong communications and presentation skills
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$160,000.00Pay Range - End:
$240,000.00Geographic Specific Pay Structure:
Structure 110:
$176,000.00 USD - $264,000.00 USDStructure 115:
$184,000.00 USD - $276,000.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
**FINRA Licensure 6/63 or 7/63 required.**
The Annuity Distribution and Maintenance (ADM) Department is a vital part of our organization, focused on delivering seamless support for servicing annuities in their accumulation period.
About the Job:
This position supports our field teams and clients with their annuity disbursement and policy maintenance needs. Team members work closely with financial representatives, client service specialists, and internal departments to ensure smooth transitions from accumulation to payout phases. Responsibilities include processing various annuity conversion transactions, managing payout options such as lump-sum or annuitized distributions, and addressing customer inquiries related to annuity distribution and maintenance services.
What You'll Do:
Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment
Proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a registered area and is learning to become proficient in complex work.
Researches and evaluates possible solutions to complex problems that requires identifying root cause and some deviations from procedures
Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers
Ability to de-escalate client experience situations effectively while guiding clients through complex and unique inquiries.
Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients.
Embraces new technology and serves as an advocate for website and self-service capabilities by educating clients and field. Understands risks and impacts that the transaction has on the client or policy.
Understands how systems connect to processes and outcomes.
Drives change and embraces continuous improvement by creating processes and provisions to accommodate change.
Fosters a professional relationship with our clients to enhance brand loyalty
Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards
Adept at shifting work priorities to meet the needs of the business and customer demand.
What You'll Bring to the Role:
Bachelor Degree in business or related field or equivalent combination of education and experience
FINRA Licensure 6/63 or 7/63 required.
Minimum of 2 years related customer service experience with proven customer service skills
Advanced understanding of Investment or Income markets or products (i.e. VA, VL, VUL Retirement or Business markets)
A basic understanding of tax implications
Advanced written and verbal communication skills
Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy
Strong organization skills with the ability to prioritize tasks.
A strong desire to continuously learn and improve
Strong problem-solving skills and ability to provide options
Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages
#LI-Remote
This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Compensation Range:
Pay Range - Start:
$21.77Pay Range - End:
$32.66Geographic 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.
Job Posting End Date:
The timeline for this job posting may be shortened or extended based on organizational needs.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
This position requires 100% onsite availability in Leawood, KS (66211). This is a full-time, on-site resource, responsible for the coaching, training, mentoring NM’s technology suite to financial advisors and team members in local network, district, and detached offices.
About the Job:
The Technology Solutions Consultant is an on-site position embedded within network offices nationwide, dedicated to advancing financial advisors' sales effectiveness and practice growth through innovative technology solutions. This role involves cultivating strong relationships with advisors, teams, and network office leadership, delivering customized consulting to align digital strategies with specific business objectives, and championing the adoption of Northwestern Mutual’s technology suite. By spearheading strategic technology integration, the consultant transforms advisor practices, driving continuous improvement and fostering collaboration across all organizational levels.
What You'll Do:
Develop relationships with financial advisors (FA), FA teams, and network office (NO) leadership and their teams, focusing on understanding basic business objectives and support needs.
Assist advisors and teams in using Northwestern Mutual’s technology tools effectively, demonstrating how they enhance client-advisor experiences and productivity.
Develop a thorough understanding of the insurance and investment sales cycles to understand how technology can be integrated into business processes.
Apply consulting strategies to demonstrate technology benefits, focusing on clear communication to ensure audience understanding.
Collect feedback from advisors and teams to relay to Home Office leadership, helping ensure technology solutions meet user needs.
Support the identification of inefficiencies with guidance, suggesting simple technology applications to improve advisor practices.
Participate in planning sessions to support goal achievement, learning strategic methods to increase productivity and client satisfaction.
Assist in delivering training on technology best practices, facilitating classes under supervision to promote effective tool usage.
Help prepare users for new technology deployments by assisting with training and communication of benefits.
Track engagement activities and attend training sessions to expand knowledge and skills, contributing to improvement efforts.
Travel may be required based on supported offices.
What You'll Bring to the Role:
Bachelor’s degree in business or related field, or equivalent experience.
Minimum 2 years related experience including consultation experience working with professionals within financial services or similar industry.
Experience coaching and training professionals.
Ability to understand sales-focused software technology and its benefits.
Ability to build and maintain relationships.
Proven ability to consult and drive measurable improvements in an outcome-based model. (E.g. prior demonstrated ability to drive % increase in adoption, sales etc.)
Demonstrated ability to lead and facilitate groups of people.
Skills You Have:
Adaptive Communication: Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences.
Consulting: Connects with stakeholders to understand and gain specific information to help resolve customer problems in a given domain. Communicates effectively intent to customers, solicits customer requirements, utilizes domain knowledge and collaborates with the right stakeholders.
Customer Centricity: Applies a customer first mindset to design and continuously improve solutions, systems, processes, and services that support enterprise strategy, impact critical business outcomes, and drive organizational success.
Customer Support: Captures customer information for inquiry and analysis in an organized, clear, and consistent manner; leverages knowledge of trends affecting customer to help them make informed decisions and communicates with the customer and the field. Uses customer intelligence to solve problems, demonstrate patience and understanding, ensure customer satisfaction by knowing the customer and audience and resolve customer complaints efficiently.
Operational Excellence: Focuses on lowering operational risks, running costs, and increasing revenues by identifying, designing, and implementing efficient and effective operational processes and systems that drive performance improvement and achieve business goals.
Prioritization: Assesses and accurately assigns priority levels to different tasks based on importance, urgency, and alignment to business and strategic goals.
Stakeholder Relationship: Organizes, influences, monitors, and improves relationships with key stakeholders; systematically identifies stakeholders and analyzes their needs and expectations to support in planning and decision making while implementing various tasks to engage with them.
#LI-Onsite
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRACompensation Range:
Pay Range - Start:
$70,320.00Pay Range - End:
$105,480.00Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Sales Cycle Acumen (NM) - Beginner, Continuous Improvement (NM) - Beginner, Change Management (NM) - Intermediate, Prioritization (NM) - Intermediate, Process Improvement (NM) - Intermediate, Operational Excellence (NM) - Beginner, Strategic Thinking (NM) - Beginner, Business Acumen (NM) - Intermediate, Cross Functional Partnering & Planning (NM) - Beginner, Consulting (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Field Advocacy (NM) - Intermediate, Analytical Thinking (NM) - Intermediate, Project Management (NM) - Intermediate, Adaptive Communication (NM) - Intermediate, Learning Agility & Critical Thinking (NM) - Intermediate, Financial Services Industry Acumen (NM) - Beginner, Escalation Management (NM) - Beginner, Stakeholder Relationship (NM) - Beginner, Customer Support (NM) - Intermediate, Technical & Digital Acumen (NM) - Beginner
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
**This is a hybrid position in Milwaukee**
About the Job:
Responsible for consulting to field leaders, advisors and teams, with additional consulting, communication, escalation, leadership, subject matter expertise, and presentation responsibilities.
What You’ll Do:
Consulting:
Consulting Level 1-2 delivery and referral coordination: Triaging, delivering, and referring Practice Management Level 1-2 content and support.
Consulting knowledge depth: Expertise in one or more of NM’s Practice Management content areas including human capital, transition/succession, practice efficiency, and/or related.
Teams: Ability to provide in-depth support for potential and operating teams (strategic groups).
Consulting quarterbacking and ownership: Quarterback teaming consultations with field, field leaders, performance team members and home office, including industry partners when appropriate. Responsible for consult ownership, stakeholder communication, resolution, and documentation for future team reference.
Team escalation point: Act as an escalation point within the team.
Consulting quality and continuous improvement: Leadership in helping the consulting team improve the client experience, overall quality of the interaction, best practice sharing and improvement opportunities. Proactively brings the voice of the field back and shares with other stakeholders to drive innovation and improvement.
Subject Matter Expertise:
Content: Coordinating with Practice Management Managers on content development, execution, communication, adoption, and gathering feedback. Recognizes challenges and recommends process improvement.
Strategy, Communication & Presentations:
Field, field leadership, home office communication and engagement: Educate and communicate with partners regarding practice management tools and resources. Develop cross-functional relationships to create practice management advocates within the home office, the field, and field leadership.
Presentation responsibilities: Create, lead, and facilitate conference calls, webinars, presentations, study groups and workshops within the home office, in the field, and with all levels of advisors and leadership.
What You’ll Bring to the Role:
Bachelor's degree in Business Administration or related field or an equivalent combination of education and/or progressively responsible work experience.
Minimum five years of progressively responsible experience in financial services or other business administration functions, to include a minimum of 2 years organizational and project management skills with ability to prioritize, lead, manage, and collaborate in multiple projects.
Demonstrated ability to prioritize consulting and project work and make the outputs visible and transparent with both the client and key internal stakeholders.
Strong leadership, decision-making and team-building skills.
Strong communication skills (oral and written) with ability to make presentations and create written reports.
Strong interpersonal skills with demonstrated ability to establish rapport at all levels of the home office and third parties including consultants and potential partners.
Strong analytical and research skills with proven ability to absorb complex information and independently solve problems in a dynamic environment.
High degree of self-motivation with leadership and initiative in sharing information, contributing towards group goals and accepting responsibility for results.
Ability to travel as needed.
Experience working with Northwestern Mutual Field audience.
Skills You have:
Consulting: Connects with stakeholders to understand and gain specific information to help resolve customer problems in a given domain. Communicates effectively intent to customers, solicits customer requirements, utilizes domain knowledge and collaborates with the right stakeholders.
Customer Service Mindset: Anticipates customer needs and applies understanding of customer needs or perspectives to solve problems and drive outcomes as the basis for decision making. Leverages knowledge of trends affecting customer to help them make informed decisions.
Field Advocacy: Serves as an advocate and liaison of the field to produce meaningful interactions with the field that increase awareness and satisfaction with products and services; brings a field-centric mindset to value creation, prioritization, sequencing, and/or design of digital product enhancements, to maximize value to the field and increase the effectiveness of adoption.
Interpersonal Savvy: Relates well to all kinds of people inside and outside of the organization. Builds appropriate rapport, constructive and effective relationships. Uses diplomacy and tact and diffuses high-tension situations comfortably.
Learning Agility & Critical Thinking: Pursues learning and obtains knowledge continuously in relevant fields, methods, or technologies in current and future practices; continuously utilizes critical thinking to identify opportunities, execute solutions, and measure impact to constantly improve existing practices and processes based on feedback, lessons learned, and market trends.
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$89,360.00Pay Range - End:
$134,040.00Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
End-User Advocacy (NM) - Intermediate, Continuous Improvement (NM) - Intermediate, Customer Service Mindset (NM) - Intermediate, Problem Management (NM) - Intermediate, Change Management (NM) - Intermediate, Root Cause Analysis & Decision Quality (NM) - Advanced, Consulting (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Field Advocacy (NM) - Intermediate, Field Relations (NM) - Intermediate, Project Management (NM) - Intermediate, Thought Leadership (NM) - Intermediate, Adaptive Communication (NM) - Advanced, Solution Development (NM) - Intermediate, Learning Agility & Critical Thinking (NM) - Advanced, Interpersonal Savvy (NM) - Intermediate, Organization (NM) - Intermediate
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Hybrid in Franklin - 3 days on-site
About the Job:
Using project management expertise, plans, monitors and manages internal projects from initiation through completion. Secures required resources and uses formal processes and tools to manage resources, budgets, risks, and changes. Manages projects to ensure on-time completion according to specifications and within budgeted costs. Incumbent is concerned with clearly identifiable elements or functions within a larger project or independently manages moderately sized projects.
What You'll Do:
Independently leads complex departmental project/support assignments and/or participates in cross-departmental projects with responsibility for managing scope, risk, business value, schedule and budget.
With department management, defines the objectives to be accomplished by the project team. With the team, develops the project plan. Directs team members to determine the best methods to achieve the projects objectives. Allocates staff and budget resources required to achieve project objectives.
Identifies and solves a range of problems in straightforward situations. Analyzes possible solutions and assesses each using standard procedures, developing a recommended approach.
Conducts analysis to identify the scope and nature of a business and/or system problem. Responsible for accomplishing the stated project objectives through key project management responsibilities that include building the project requirements and managing the triple project constraints of cost, time, and scope.
Responsible for developing, maintaining and revising project deliverables. Responsible for gathering and delivering metrics as required by the project.
At the direction of project manager lead, develops presentations and communications which incorporate a clear understanding of corporate communications theory and practice.
Identifies alternative options in the development and enhancements for new policies and processes. Incumbent will build out new processes and systems that help realize efficiencies and cost savings for the division.
Responsible to manage project risk through the development, maintenance and revision of reports and tracking tools. Using approved methodologies uses all available tools to identify potential problems before they occur.
Understands the key business drivers as they relate to the projects. Adapts to the various internal procedures and forms close links with the business partner representatives, ensuring that the key issues of cost, time, scope and above all, client satisfaction, can be realized.
Explains information and persuades others in straightforward situations. Effectively interact, negotiate and influence project teams and business partners to provide acceptable solutions and results.
Acts as a liaison to facilitate an understanding and partnership between business clients. Manages the resources and vendors assigned to their projects by verifying progress and removing obstacles.
Gathers and delivers day-to-day progress of a project as it relates to managing scope, schedule, cost and quality in order to support project management decisions and compliance with Company approved methodology and required deliverables.
Other responsibilities may be assigned as necessary.
What You'll Bring to the Role:
Bachelor's Degree with an emphasis in, Business, Project Management or related field preferred OR a significant amount of directly-related work experience beyond the minimum required for the position.
Minimum 2 years experience/knowledge in processes and project management to include analysis, documentation.
Ability to work with general direction to scope, plan and manage cross-department or multi-department projects
Demonstrated ability to lead and manage mid-complexity assignments.
Ability to prioritize work and handle multiple tasks simultaneously, work under pressure and meet tight deadlines.
Seen as a team player and is supportive of group decisions and ideas.
Written and oral communications skills with the ability to build rapport within the company, field and /or outside vendors.
High degree of personal initiative and motivation.
Degree with a project management emphasis or PMI certification preferred
Experience with project methodology through project life cycle phases preferred
Skills You Have:
Analytical Thinking: Organizes and compares various aspects of a situation to comprehend and identify key or underlying complex issues through the use of quantitative data and analysis; leverages strong business acumen, problem solving, and interpersonal skills to think critically about situations from multiple perspectives and consistently seeks ways to improve processes.
Business Acumen: Applies knowledge of both general and organization-specific business issues/financial implications for the organization to problem solve.
Change Adaptability: Becomes adaptable in response to continual changes; shows an openness to new ways of working, new methods, work-in-progress improvements and changes and seamlessly navigates the changing business environment and adjusts behavior as appropriate to the situation.
Documentation: Prepares communicable material that is used to describe, explain or instruct regarding some attributes of an object, system or procedure.
Project Management: Delivers projects in alignment to business requirements, specific success criteria, and stakeholder expectations. Plans, manages, and completes projects keeping cost and time considerations in mind.
Project Methodologies: Establishes project management processes, procedures, tools and techniques. Utilizes methodologies to work in an agile environment and support the development of products and delivering services (e.g., Waterfall and Agile).
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$70,320.00Pay Range - End:
$105,480.00Geographic Specific Pay Structure:
Structure 110:
$77,360.00 USD - $116,040.00 USDStructure 115:
$80,880.00 USD - $121,320.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Prioritization (NM) - Intermediate, KPIs & Metrics (NM) - Beginner, Negotiation & Managing Objection (NM) - Beginner, Business Acumen (NM) - Beginner, Consulting (NM) - Beginner, Emotional Intelligence (NM) - Beginner, Documentation (NM) - Intermediate, Analytical Thinking (NM) - Intermediate, Adaptive Communication (NM) - Intermediate, Project Management (NM) - Intermediate, Risk Management (NM) - Beginner, Project Methodologies (NM) - Intermediate, Process Mindset (NM) - Beginner, Change Adaptability (NM) - Intermediate, Stakeholder Relationship (NM) - Beginner
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
At Northwestern Mutual, we are managing over $425 billion in client wealth assets and delivering integrated wealth management solutions to millions of households nationwide. With a 165-year legacy and the urgency of a company investing boldly in its future, we are executing an ambitious multi-year transformation in our Field and Wealth area — reimagining the advisor and large teams experience, modernizing our technology platform, and building next-generation Data and AI capabilities spanning across client onboarding, financial planning, Investment management and advisor enablement. As we accelerate our investment in Wealth Tech, we are seeking an exceptional Senior Director of Product to lead a dynamic team of product managers to lead and drive the implementation of modern wealth tech stack. The director will possess and apply their wealth business domain expertise while working in close partnership with wealth business leaders to co-develop innovative technology strategies and ensure technology initiatives closely align with business goals. Collaboration across engineering, design, servicing, Investment management, Field and other Enterprise partners is essential to drive product development and deliver impactful solutions.
What You’ll Do in the Role/Skills You’ll Have
Business Influence: Collaborates, communicates and influences business partners, direct reports, stakeholders, and other enterprise functions based on understanding of the wealth domain and organizational needs. Building trust with business partners, direct reports, stakeholders, and other enterprise functions and brings positive impact to the overall outcome of the organization.
Business Strategy Translation: Translate business strategy into actionable technology capabilities, objectives, and measurable results by partnering with business, engineering, design, servicing, field and enterprise teams and applying wealth domain expertise.
Roadmap Creation: Develop a long-term (2-5 years) technology roadmap for Wealth business solutions, foster a culture of domain expertise, and enable strategic business objectives. Provide direction that illustrate the epics and features that will be delivered across a portfolio of products or platform and how it integrates with other cross functional team efforts.
Leadership: Creates the future by fostering an engaging environment and encourage accountability and development. Breaks down barriers so individuals and teams can be accountable and responsible to do their best.
Accountability: Holds self and their direct reports accountable for measurable, high-quality, timely, and cost-effective results, delivery, and execution. Determines team objectives, sets priorities, delegates work to direct reports, and accepts responsibility for mistakes.
Business Acumen: Applies knowledge of both general and organization-specific business issues/financial implications for the organization to problem solve.
Dependency Management: Utilizes data and insights to identify and monitor enterprise dependencies and guides the development and execution of sophisticated product strategies by applying risk management methodologies for optimal results.
Goal setting: Partner with key functions to set technology objectives and key results aligned to the business strategy for the Wealth product portfolio. Aligns other functions like engineering, design, field, finance, service and enterprise around a common set of measurable goals.
Requirements Specification: Identify and prioritize technology capabilities and drive the development and implementation of advanced product solutions or platforms for the field and home office customers.
Team Leadership: Foster an engaging environment, encourage accountability and growth, and remove obstacles to maximize team performance. Identify necessary skills, build or adjust teams to fit those needs, and set long-term goals for both the product portfolio and individual team members.
Alliance Building: Collaborate with employees and stakeholders, nurture talent, and proactively address skill gaps to maximize business value outcomes.
Opportunity Creation: Turn challenges into growth opportunities, resolve conflicts, and inspire high-performing teams through expertise, energy, and empathy.
Data-Driven Decision Making: Build and model a culture of data-driven decision-making. that influences business, engineering and other stakeholders to model this behavior.
Prioritization: Partner with business stakeholders to balance priorities aligned to business strategies, track progress against key metrics and results, and support teams as they achieve ambitious goals.
Dependency Management: with enterprise dependencies
Requirements Management: Accountable for their team's product requirements including the ability to evaluate what good requirements look like, teach best practices, and use requirements effectively to build outstanding products.
Product Definition: Identifies and validates problems and/or opportunities for multiple user groups/scenarios across the organization. Aligns stakeholders and documents high-level business requirements for various user groups, build alliances and help build and maintain vendor relationships and relevant processes from technology perspective.
Communication: Collaborates cross functionally with business partners and executives in engineering, design, field and enterprise departments to allow for the smooth and efficient flow of product activities.
Team Building: Aligns employees’ passion to business value outcomes, grow talent and proactively solve for talent gaps. Identifies & recruits internal and/or external industry resources to address those needs. Drives high performing teams and can lead with expertise, energy and empathy.
Conflict Resolution: Turns challenging teams, interpersonal conflicts, and cross-departmental political initiatives into opportunities. Pinpoints root causes disagreement to resolve conflict.
Team outcomes: Accountable for helping teams track progress against key results and help balance priorities with strategic initiatives or the introduction of new products, strategies and capabilities.
What You’ll Bring to the Role
Bachelor's degree in Computer Science or an equivalent technical, business or financial field.
Master’s in Business Administration (MBA) or CFA, preferred.
15+ years of working as a product manager on technology-powered product teams.
Working knowledge of modern techniques in product discovery and delivery.
Domain experience with Investment and Wealth management.
Excellent written and oral communication skills, including experience in high-level business discussions and deep technical discussions.
5+ years of formal people management experience managing other product managers.
Ability to work in a matrix organization.
#LI-hybrid
Compensation Range:
Pay Range - Start:
$176,000.00Pay Range - End:
$264,000.00Geographic Specific Pay Structure:
Structure 110:
$193,600.00 USD - $290,400.00 USDStructure 115:
$202,400.00 USD - $303,600.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Agile Results Delivery (NM) - Advanced, Product Roadmap (NM) - Expert, Performance Analysis (NM) - Expert, Cross Functional Partnering & Planning (NM) - Advanced, Organizational & Political Savvy (NM) - Intermediate, Technical & Digital Acumen (NM) - Advanced, Field Advocacy (NM) - Intermediate, Digital Field Enablement (NM) - Intermediate, Product Lifecycle (NM) - Expert, Talent Development & Planning (NM) - Expert, Strategic Thinking (NM) - Expert, Adaptive Communication (NM) - Expert, Interpersonal Savvy (NM) - Advanced, Competitive Benchmarking (NM) - Advanced, Facilitation (NM) - Intermediate, Change Management (NM) - Intermediate, Strategic Vision & Planning (NM) - Expert, Root Cause Analysis & Decision Quality (NM) - Advanced, Learning Agility & Critical Thinking (NM) - Expert, Agile Product Ownership (NM) - Expert, Continuous Improvement (NM) - Advanced, Vision Setting (NM) - Expert, Customer Centricity (NM) - Expert, Analytical Thinking (NM) - Intermediate, Escalation Tracking (NM) - Intermediate, Business Acumen (NM) - Advanced, Client Advocacy (NM) - Intermediate, Accountability (NM) - Expert, Stakeholder Relationship (NM) - Advanced, Customer Analysis (NM) - Expert, Business Influence (NM) - Expert, Solution Design Oriented Thinking (NM) - Advanced, Production Reporting & Metrics (NM) - Expert
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Northwestern Mutual is a FORTUNE 109 company with $41B in revenue that provides a wide range of financial services to free Americans from financial anxiety. As the leading provider of life insurance, we generate an impressive revenue of $40 billion and serve over 5 million customers.
As a mutual company, Northwestern Mutual exists solely to serve its clients—delivering protection, financial strength, and product value through robust financial planning and solutions that include both risk and investment products. The Company has the highest financial strength ratings awarded to any life insurance company by all four major financial ratings agencies.
Legal Organization Overview
The Northwestern Mutual Law Department includes approximately 130 legal professionals, including 80 attorneys who represent a broad range of legal practices and educational backgrounds. The Department is also supported by highly skilled paralegals and research and administrative professionals who play an integral role in our operations. We are proud of our collegial, collaborative culture and our commitment to valuing one another as people and professionals.
The Northwestern Mutual Law Department provides legal services across most disciplines primarily in-house, engaging outside counsel on a limited, strategic basis. The Department is organized into nine practice teams: Litigation; Distribution; Digital and Enterprise Operations; Insurance Products and Operations; Investment Products and Advisory Services; Corporate; Enterprise Governance; Private Securities Investments; and Real Estate Investments. Our attorneys partner closely with business leaders to understand objectives, anticipate risk, and deliver practical, timely guidance that supports the Company’s strategy.
Role Overview
The Litigation Team within Northwestern Mutual’s Law Department represents the Company in all litigation filed against or by the Company. As a member of the Team, you will lead matters from intake through resolution, set strategy in partnership with internal business leaders and outside counsel, and help drive consistent, scalable approaches to litigation risk management across the enterprise. You will:
· Serve as in-house counsel on a portfolio of complex disputes, partnering with business clients to understand the facts, objectives, and risk posture.
· Develop and execute litigation strategy with outside counsel, including case assessments, early-disposition opportunities, motion practice, discovery strategy, expert strategy, and trial/arbitration preparation.
· Lead and oversee all phases of discovery (including eDiscovery), coordinating with internal custodians, IT, and outside counsel; and ensure timely, accurate production.
· Prepare and counsel executives and employees for depositions, hearings, mediations, and trial testimony; align witnesses on case themes; and coordinate logistics and messaging with outside counsel and internal communications as needed.
· Oversee, review, and edit pleadings, dispositive motions, briefs, and other court filings to ensure accuracy, consistency with strategy, and alignment with company objectives and risk tolerance.
· Evaluate settlement options and recommend resolution strategies; lead/support negotiations and mediations; advise on settlement authority and terms; and document outcomes and learnings for continuous improvement.
· Partner with Law Department colleagues, business leaders, and senior management to assess and mitigate litigation exposure, drive best practices, and manage outside counsel performance and budgets.
Desired background:
· 10+ years of experience practicing complex civil litigation (law firm, in-house, or a combination), including significant responsibility for case strategy, discovery, motion practice, and resolution.
· Juris Doctor (J.D.) with an exemplary academic record and admission in good standing to at least one U.S. jurisdiction; license to practice law in the State of Wisconsin or a commitment to become licensed within the first year of employment is required.
· Strong business acumen and exceptional written and verbal communication skills, including the ability to translate complex legal issues into clear, practical guidance for business leaders and senior management.
· Mindset of a strategic partner to the business—understands business objectives and stakeholder needs, connects the dots across the enterprise, and serves as a problem-solver who delivers insightful, practical, and strategic advice that drives viable, tangible solutions and desired outcomes.
· Demonstrated flexibility and ability to adapt to change, operate independently, and prioritize and re-prioritize in a dynamic environment while driving matters to completion with limited oversight.
· Strength to solve complex challenges using sound judgment and practical business sense, balancing legal risk, business objectives, cost, and reputational considerations; comfort managing outside counsel budgets, performance, and metrics.
· Demonstrated ability to provide real-time, solution-oriented, succinct legal advice to professionals at all levels throughout a large enterprise, including on sensitive or high-exposure matters.
Compensation Range:
Pay Range - Start:
$220,000.00Pay Range - End:
$330,000.00This role is eligible for additional short-term and long-term incentive compensation.
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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Accountability (NM) - Expert, Policy & Procedure (NM) - Expert, Project Management (NM) - Expert, Decision Making (NM) - Expert, Continuous Improvement (NM) - Expert, Business Influence (NM) - Expert, Cross Functional Partnering & Planning (NM) - Expert, Attention to Detail (NM) - Expert, Risk Assessment & Identification (NM) - Expert
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
About you:
Northwestern Mutual is seeking a strategic and highly creative Sr. Event Manager, Campus Events Management to join a talented team of seasoned event professionals. This team is responsible for leading the planning and delivery of large-scale, live, and experiential event experiences. The ideal candidate is a seasoned event professional with deep expertise in end-to-end event management, contract negotiation, industry benchmarking, compliance (ADA, risk mitigation, sustainability, safety), experiential event design, and project management.
You will shape experiences that reflect Northwestern Mutual’s brand, culture, and business priorities while delivering seamless execution across complex stakeholder environments. Translating business objectives into thoughtfully crafted, brand-forward experiences that engage, inspire, and drive measurable impact.
What You’ll Do:
Key driver in delivering event objectives. Meeting and often exceeding success metrics that are aligned to enterprise goals. Demonstrate an ability to translate insights and business strategy into memorable, outcome-driven live experiences.
Forecast, build, manage, and reconcile large-scale event budgets to optimize spend against industry best practices while ensuring financial compliance, governance, and an exceptional attendee experience.
Work with the appropriate teams to venue transformations and develop end-to-end event plans, including creative direction, spatial design, attendee flow, content integration, and production strategy.
Partner cross-functionally to ensure space meets and exceeds the needs of the learning sessions to surpass attendee engagement goals.
Oversee master session scheduling, concurrent programming logistics, and attendee journey mapping.
Partner with venues and caterers to design creative menus that reflect brand, location, culture, and audience.
Oversee F&B strategy including dietary inclusivity, cultural considerations, service style, and experiential culinary activations.
Ensure food and beverage programs align with sustainability goals and budget optimization.
Ensure all events under management are adhering to event industry best practices, including but not limited to:
ADA compliance and accessibility standards
Safety and security protocols
Risk mitigation planning
Governance and financial compliance (including anticipating regulatory or operational risks and create proactive contingency plans.)
Partner with cross-functional teams during the RFP processes utilizing your deep industry experience to be the strategic advisor on rates and terms.
Ensure financial transparency and strong governance practices.
Serve as one of the primary event leads for high-profile meetings and events.
Direct venue and vendor teams through all planning phases and on-site execution.
Partner with appropriate key stakeholders cross-functionally in Field Function, Strategic Communications, Marketing, S&P, Technology, CEE, and executive leaders to deliver event objectives.
Collaborate with association partners as primary liaisons on their conferences and closed meeting sessions during larger field events.
Co-lead live event execution with fun, creative, calm, decisive, and growth mindsets.
Troubleshoot complex attendee or program challenges in real time.
Prepare presentations for kick-off meetings, project plans, and conduct post-event analysis including ROI, attendee experience metrics, sustainability outcomes, and financial reconciliation.
Key driver in hotel and event vendor RFPs, rate evaluations/cost analysis, and contract negotiations. Manage key vendor relationships once procured and evaluate vendor deliverables and performance.
When applicable, identify risks, contribute to contingency plans, and ensure compliance with company policies and regulations.
Consistently apply a growth mindset towards the business, function, and your development.
Qualifications:
Bachelor’s degree in event management/hospitality, business, marketing, or related field preferred.
Minimum of 7 years event management experience.
Proven ability to manage large budgets and complex contract negotiations.
Demonstrated organizational agility to work across organizational boundaries, influence, and collaborate with all levels on solutions that benefit the organization.
Strong communication, executive presence, and stakeholder-management skills.
Exceptional business acumen and focus on achieving business impact through progressive practices and sound business judgment.
Ability to translate goals and strategies into executable business plans.
Facilitation and team building skills; ability to play an active, operational and communicative role.
Expertise in site selection, hotel contracting, and multi-venue logistics.
Experience working with production/AV partners and immersive design teams
Interpersonal savvy and comfort interacting with and presenting to all levels of the organization, including senior leaders.
Ability to train and mentor event coordinators.
Flexibility to work evenings and weekends during event execution periods.
Proficiency in event management platforms (Cvent), project management software, Microsoft Office Suite; familiarity with AI productivity tools preferred.
Attention to Detail: Focuses on specific details to spot and correct errors in advance of them being found and surpass quality expectations. Performs work with thorough proofreading for presentation, content, accuracy, and overall quality.
Customer Service Mindset: Anticipates customer needs and applies understanding of customer needs or perspectives to solve problems and drive outcomes as the basis for decision making. Leverages knowledge of trends affecting customer to help them make informed decisions.
Event Management: Oversees the execution of corporate events, ensuring smooth operations and high-quality outcomes. Manages teams, addresses real-time challenges, and ensures compliance with budgets and timelines to enhance participant engagement and satisfaction.
Expense Reporting Management: Tracks and documents the operational and other related costs by recording and classifying expenses to monitor and control costs, assess budget adherence, and evaluate the efficiency of resource utilization within the organization.
Interpersonal Savvy: Relates well to all kinds of people inside and outside of the organization. Builds appropriate rapport, constructive and effective relationships. Uses diplomacy and tact and diffuses high-tension situations comfortably.
Technical & Digital Acumen: Leverages knowledge and approaches of digital products and technologies to solve problems, complete tasks and accomplish goals. Demonstrates effective adaptability to new and emerging technologies.Vendor Management: Manages third partner vendors/outsourcing relationships, search agencies, and departmental budgets to deliver business objectives. Ability to negotiate vendor contracts, communicate internal stakeholder needs to the vendor, and evaluate potential vendors as needed.
#LI-Hybrid, #LI-Onsite
Compensation Range:
Pay Range - Start:
$81,280.00Pay Range - End:
$121,920.00Geographic Specific Pay Structure:
Structure 110:
$89,440.00 USD - $134,160.00 USDStructure 115:
$93,440.00 USD - $140,160.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Resource Management (NM) - Advanced, Teamwork (NM) - Advanced, Community Outreach (NM) - Intermediate, Technical & Digital Acumen (NM) - Advanced, External Collaboration (NM) - Advanced, Volunteer Management (NM) - Intermediate, Vendor Management (NM) - Intermediate, Expense Reporting Management (NM) - Advanced, Attention to Detail (NM) - Advanced, Adaptive Communication (NM) - Advanced, Event Planning (NM) - Advanced, Event Management (NM) - Advanced, End-User Advocacy (NM) - Advanced, Interpersonal Savvy (NM) - Advanced, Customer Service Mindset (NM) - Advanced
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Minimum Requirements: Bachelor’s degree in Software Engineering, Computer Engineering, Civil Engineering or a related field and 5 years of experience as a software engineer or in a related occupation. Experience must include at least 5 years of experience with each of the following: (1) DB2, JCL, COBOL, PL1, CICS, RDBMS, VSAM, MQ Series, and Host Scope; (2) analyzing, designing, developing, deploying, and supporting software solutions and infrastructure implementations; (3) ticketing systems including ServiceNow, TFS, Cherwell, and Remedy; (4) Jira for sprint events, Dashboard creation, and defect logging and tracking; (5) following Agile scrum methodologies for software development lifecycle; and (6) contributing in scrum events including Daily standup, Backlog grooming, Sprint Planning, Retro, and Demos. Must also have three years of experience with ChangeMan source control and CI/CD practices.
Interested candidates send resume to apply@northwesternmutual.com. Reference code 518 in the subject line.
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. If noted, this is standard pay structure for this position.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for additional 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 our commitment to a culture of belonging.
We are seeking a Data Analyst III to join our Investment Client Services team in a hybrid role based out of our Franklin, WI campus. In this role, you will turn data into meaningful insights that help leaders make informed business decisions. You will analyze trends, build reports and dashboards, develop forecasts, and translate complex data into clear recommendations that support business priorities.
This role is ideal for someone who enjoys solving problems through data, telling a story through analysis, and partnering with business stakeholders to improve processes, identify opportunities, and drive measurable outcomes.
Primary Duties & Responsibilities
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.
Qualifications
Bachelor’s degree in Computer Science, Management Information Systems, Mathematics, Statistics, Business, or a related field.
2–4 years of experience in data analysis, reporting, analytics, or application development.
Experience with one or more analytical or development tools such as SQL, SAS, Microsoft Excel, SPSS, or similar tools.
Experience with data visualization tools such as Power BI, Tableau, or similar platforms.
Ability to deliver insights and recommendations clearly through written summaries, verbal communication, and presentations.
Strong problem-solving, research, quantitative analysis, and analytical thinking skills.
Ability to gather information systematically, consider a broad range of factors, and apply sound logic in analysis.
Strong aptitude and desire to learn new platforms, analytical tools, reporting tools, and presentation methods.
Ability to independently design and develop deliverables while collaborating effectively with a team.
Ability to manage and prioritize multiple concurrent assignments while navigating ambiguity.
Creative and resourceful approach to problem-solving and developing practical, data-backed solutions.
Skills You Have
SQL, Tableau or Power BI - Applies data visualization functionality in Tableau or Power BI to display data in a clear, consumable format.
Root Cause Analysis & Decision Quality (NM) - Assists with and applies problem-solving methods to understand the fundamental reasons for faults and problems; makes timely, data-driven decisions by understanding the probability of success, identifying customer risks, gathering business requirements, and developing value statements.
Storytelling Through Data - Communicates insights and opportunities from datasets using narratives, visualizations, and analysis.
Consulting - Connects with stakeholders to understand and gather specific information that helps resolve customer problems within a given domain. Communicates intent effectively, solicits customer requirements, applies domain knowledge, and collaborates with the right stakeholders.
Adaptive Communication - Formulates strategies to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences.
Compensation Range:
Pay Range - Start:
$81,280.00Pay Range - End:
$121,920.00Geographic Specific Pay Structure:
Structure 110:
$89,440.00 USD - $134,160.00 USDStructure 115:
$93,440.00 USD - $140,160.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Data Solutions (NM) - Beginner, Data Interpretation (NM) - Intermediate, Storytelling through Data (NM) - Intermediate, SQL (NM) - Intermediate, Business Acumen (NM) - Beginner, Data Analytics (NM) - Intermediate, Consulting (NM) - Beginner, Cross Functional Partnering & Planning (NM) - Beginner, Automation Mindset (NM) - Beginner, Strategic Thinking (NM) - Intermediate, Analytical Thinking (NM) - Intermediate, Business Application (NM) - Intermediate, Adaptive Communication (NM) - Intermediate, Root Cause Analysis & Decision Quality (NM) - Intermediate, Python or R (NM) - Intermediate, Tableau or Power BI (NM) - Intermediate, Industry Knowledge (NM) - Beginner, Data ETL (NM) - Intermediate, Statistical Analysis (NM) - Intermediate, Data Literacy (NM) - Advanced, Engineering Expertise & Practices (NM) - Intermediate
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
At Northwestern Mutual, we are strong, innovative, and growing. We invest in our people. We care and make a positive difference. We believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual. We're strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business. We care. We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they're passionate about.
What you'll do
As a Lead Software Engineer in Finance & Risk, you'll be enhancing our Enterprise Risk, Vendor Management, Corporate Audit, Anti-Fraud, and Resiliency experience and helping shape the future of our Risk platform. We work in a fast-paced and highly collaborative environment, embrace out-of-box thinking, instill engineering excellence, and focus on the highest priorities. We strive to foster safe spaces for our teams to share bold ideas, embrace experimentation, and pursue continuous learning. As a member of our engineering team, you will be finding innovative ways to develop resilient, sustainable, secure, aligned, and scalable solutions to create an exemplary experience for our user base while utilizing agile practices. As part of the test-centric software engineering culture at Northwestern Mutual, we are looking for a Lead Software Engineer with modern stack expertise, has working Dev Ops experience, and can play a vital part in designing and integrating with API infrastructure. You should have strong data engineering experience creating and leading big data challenges with cloud solutions that mine data and combine it with modern analytic tools while driving target sate architecture and aligning to Enterprise Data Strategy. Prior experience supporting and integrating vendor applications is a must. So is your ability to lead broader initiatives across functions, drive engineering excellence in delivery, and be a proven coach/mentor to others. Bring Your Best!
What You'll bring to the role
Demonstrates technical leadership to team and leads technical development and transformation
Leads collaboration and integrations with third-party vendors
Can solve complex problems independently with minimal supervision
Establishes, aggregates, and shares team standards and best practices within department.
Implements holistic solutions utilizes working relationships across teams within their division and across the enterprise
Assesses and provides solutions to system-wide architectural problems.
Designs, organizes, and executes high impact solutions across teams both within and outside their division.
Ensures production stability, monitoring, and root cause analysis is executed for their products.
Develops new integrations with APIs and incorporates event-driven design
Strong requirements gathering and ability to document
Lead automation efforts, champion unit test code coverage and other DORA metrics and fosters engineer excellence
Leverage modern stack capabilities to transform our legacy processes and applications, align the team and delivery to target state architecture, ensuring adoption of integrated tech stacks, and elevate the quality and health of our systems
Lead who will drive use case adoption for transformation and expansion of our Risk platform.
Lead DevOps and risk remediation efforts affecting apps and processes in Finance & Risk
Understands the interrelationships of different departments and guides development of diverse product sets.
Mentors and guides junior engineers within respective division.
Exhibits appetite for continuous learning and improvement
Qualifications
Bachelor's Degree or equivalent experience
6-8 years professional experience required
5-8+ years of experience working with and leading teams using modern engineering tools, languages, and practices.
Proven track record of successfully designing and delivering significant and impactful technology solutions.
Demonstrated critical thinking, ownership mindset and continuous learning
Experience developing and leading solution delivery using agile methods.
Mentor for the team and department
Advanced skillset in one or more technical platforms
Strong communication skills capable of communicating between product, engineering, and the business
Manages own time to meet objectives
Ability to perform peer reviews on code and design
Solid understanding of design patterns and architecture
Successfully deals with ambiguity.
Recognized as the go-to expert within the division or department.
Ability to effectively communicate to both technical and non-technical audiences in varying forms and levels of detail.
Expert for the organization in many of the technologies list in the technical skills
Technical Skills:
AWS Cloud Developer/Admin Certification
AWS Glue
Serverless Lambdas
Python (w PySpark & vscode)
Kafka
Spring Boot
Java
Java Script
NodeJS
React
Kotlin
SQL
AWS Aurora Postgres
AWS Redshift
AWS Kinesis
DB2 UDB
GitHub/Terraform/CICD
Kubernetes, Docker, SonarQube,
Bruno / APIs
Vaults
Informatica
PowerBI
Airflow
Linux
CTRL-M
Erwin
Splunk
ServiceNow
Snowflake
Databricks
Skills You'll have
Analytical Thinking: Organizes and compares various aspects of a situation to comprehend and identify key or underlying complex issues through the use of quantitative data and analysis; leverages strong business acumen, problem solving, and interpersonal skills to think critically about situations from multiple perspectives and consistently seeks ways to improve processes.Application Performance Management: Ensures that critical applications meet established expectations for performance, availability, and customer or end-user experience. Confirms that SLAs are met and NFRs are addressed.
Cloud Technology: Applies knowledge of cloud service platforms and delivery models to support, develop, adopt, secure, implement and evaluate end-to-end cloud solutions delivery and data storage instead of through traditional physical servers in a back office.
Cross Functional Partnering & Planning: Facilitates collaboration, communication, coordination, and planning with individuals and teams from different functions within the organization, and who have different areas of expertise, to achieve common goals.
IT Strategy: Leverages knowledge of the short and long-term IT strategy to identify, mitigate, and resolve immediate and future business challenges; uses critical thinking and knowledge of business demand to plan, prioritize, and execute high impact initiatives and programs that keep the end user experience at the forefront.Learning Agility & Critical Thinking: Pursues learning and obtains knowledge continuously in relevant fields, methods, or technologies in current and future practices; continuously utilizes critical thinking to identify opportunities, execute solutions, and measure impact to constantly improve existing practices and processes based on feedback, lessons learned, and market trends.Software Development: Creates and maintains applications, frameworks, and other software components via designing, programming, testing, and bug fixing; writes and maintains source code for all processes in the software development life cycle and facilitates the automation and orchestration of disparate systems. Leverage TDD (Test Driven Development) and BDD (Behavior Driven Development) methodologies to ensure unit, integration, and end-to-end testing with appropriate level of coverage is met.Software Problem Solving: Conducts in-depth analysis of technology needs, issues, and roadblocks within assigned scope, applies experience and expertise to apply best practices, explore the “art of possible”, and deliver blueprints for the most effective and efficient solutions. Detects and removes existing and potential errors in software code or a system that can cause it to behave unexpectedly or operate incorrectly. Leverages common software tools/debuggers and logical thinking for root causing issue.
Strategic Vision & Planning: Develops, defines, and executes strategic vision for the team and business function they manage with an understanding of the enterprise’s goals as a people manager; defines business planning, strategy formulation, and management engine to support strategic vision.
Technical Problem Solving: Conducts in-depth analysis of technology needs, issues, and roadblocks within assigned scope, applies best practice based on experience and expertise, explores the “art of possible”. Solves problems effectively and gains alignment on the path forward. Defines, understands, and documents what is being solved for.
Compensation Range:
Pay Range - Start:
$144,000.00Pay Range - End:
$216,000.00Geographic Specific Pay Structure:
Structure 110:
$158,400.00 USD - $237,600.00 USDStructure 115:
$165,600.00 USD - $248,400.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Analytical Thinking (NM) - Advanced, Customer Centricity (NM) - Advanced, Strategic Thinking (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Advanced, Root Cause Analysis & Decision Quality (NM) - Advanced, Application Security (NM) - Advanced, Release Management (NM) - Advanced, DevOps (NM) - Advanced, Talent Development & Planning (NM) - Intermediate, Software Problem Solving (NM) - Advanced, Technical Problem Solving (NM) - Advanced, Coaching & Mentoring (NM) - Intermediate, Cloud Technology (NM) - Advanced, IT Strategy (NM) - Intermediate, Business Application (NM) - Advanced, Business Influence (NM) - Intermediate, Software Development (NM) - Expert, Strategic Vision & Planning (NM) - Intermediate, Accountability (NM) - Intermediate, Adaptive Communication (NM) - Expert, Data Literacy (NM) - Advanced, Learning Agility & Critical Thinking (NM) - Advanced, Application Performance Management (NM) - Advanced
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Works with divisional team members and resolves special handling cases on a wide variety of questions including, but not limited to, contracting, licensing, registration processes and procedures and complex NMFN database issues. The scope of the team leader's technical knowledge spans a broad range of unique situations and issues that may not be covered in current training or training manuals and requires problem solving ability to bring about case resolution and develop and communicate processes and procedures that are within regulatory standards.
What You'll Do
Support and complete tasks for assigned Network Offices
Recognized in the division as a technical expert in one or more areas of contracting, licensing and registrations.
Coaching, case consultation and follow up with team members on divisional processes, system enhancements, procedural changes and emerging issues which impact case resolutions.
Responsible for updating training materials, checklists and divisional guidelines and communicating these changes to all divisions impacted.
Coordinates training initiatives for team members, field management, financial representatives and field staff.
Conducts quality audits and ensures the accuracy of data in the NMFN data base.
Provides feedback to team members and the manager regarding performance improvement opportunities as well as confirmation of good performance. Attention to detail and critical analysis is essential to ensure that the field is compensated appropriately and compliance standards are met.
Understands each job task within the division and is able to provide back-up during vacations and high volume periods. Contributes to the daily workload within the division as well as handles cases that are non-routine and require special handling and/or research.
Provides superior customer service verbally and in writing on unique, complex and sensitive cases.
Ability to respond to regulatory inquiries and facilitates communication with state and regulatory contacts.
Determines the field's needs and the state regulatory requirements, completes an analysis of resolution options determining the best resolution and communicates the resolution to the appropriate parties in a timely manner.
Strong advocate for divisional process improvements. Actively identifies process efficiencies and coordinates implementation of improvements in divisional procedures.
Serves as a subject matter expert. Participates in division, departmental and corporate committees and projects to plan for possible impact of new state regulations, system changes or procedures.
Actively participates in team meetings and works positively to resolve team issues. For example, may answer questions and provide guidance during Flag meetings.
Willingly assists assists with work across the division to meet the service goals.
May run reports and or analyze metrics related to team’s productivity and work volumes
What You'll Bring
Associate's Degree in Business or related field or equivalent combination of education and experience in insurance operations or securities.
Bachelor's degree preferred.
5-6 years of combined customer service, insurance operations or securities experience, with at least 2-3 years in CLR; 1-2 years of coaching experience preferred
Working knowledge of CLR systems
Strong knowledge of Word, Excel and PowerPoint
Thorough understanding of Northwestern Mutual's financial network operations
Ability to work independently to accomplish a variety of tasks, and to successfully complete tasks in a timely and accurate manner in a high volume area.
Strong ability and interest to coach, train and provide guidance on core CLR responsibilities
Superior customer service skills with ability to address and successfully resolve complex and sensitive field issues
Expert technical knowledge
Excellent communication skills, both written and verbal
#LI-Hybrid
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRACompensation Range:
Pay Range - Start:
$23.11Pay Range - End:
$34.66Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Policy & Procedure (NM) - Intermediate, Strategic Thinking (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Intermediate, Industry Knowledge (NM) - Advanced, Project Management (NM) - Intermediate, Attention to Detail (NM) - Intermediate, Risk Assessment & Identification (NM) - Intermediate, Decision Making (NM) - Intermediate, Research Communication (NM) - Advanced, Continuous Improvement (NM) - Intermediate
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Minimum Requirements: Bachelor’s degree in Computer Engineering or a related field and 5 years of experience as a software engineer or in a related occupation. Experience must include at least 5 years of experience with each of the following: (1) AWS Glue; (2) AWS Cloud; (3) Terraform; (4) Lake Formation; (5) Databricks; (6) Python programming; (7) Informatica PowerCenter and Power Exchange admin and development; (8) Relational Databases (DB2 LUW, Redshift, MySQL) and shell scripting; (9) DevOps, CICD and Git; (10) Open Table Format (Iceberg & Delta); and (11) Power BI.
Interested candidates send resume to apply@northwesternmutual.com. Reference code 501 in the subject line.
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. If noted, this is standard pay structure for this position.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for additional 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 our commitment to a culture of belonging.
About The Job:
The Contract, Licensing & Registration Senior Analyst will perform an array of functions relating to contract, licensing, registrations, terminations and support. The CLR Senior Analyst will learn each job task within the division and will be able to provide back-up during vacations and high-volume periods. A CLR Senior Analyst must be detail-oriented, a fast learner, and an excellent communicator to handle various tasks and escalate concerns as needed.
This is a hybrid position at our downtown Milwaukee corporate office. Mandatory day is Tuesday, 2nd and 3rd day is flex.
What You'll Do:
Provides quality and timely customer service to field and home office staff on the following topics Contracting, Licensing, Registrations, Terminations and Support.
Communicates with callers clearly in an open, direct, and timely manner.
Answers questions that are routine, escalates calls as needed.
Identifies the need for special handling and coordinates problem resolution, in addition to understanding the overall impact.
Provides complete and accurate solutions to all customer needs with appropriate guidance.
Under the direction of the Manager, Specialist, or Mentor, may handle more complex inquiries.
Adheres to phone schedules in accordance with set standards.
Gives and receives regular feedback/information in an open and positive manner.
Helps others with additional casework as needed.
Tries new ways of challenging the status quo and changing the way we work.
Contributes to a positive environment by openly communicating new ideas/solutions, perspectives and experiences in team meetings, training sessions, 1x1s and huddles.
Demonstrates behaviors that reflect and support our company and department values, vision, and culture of learning/growth.
Acts in a manner necessary to achieve organizational results (i.e., big picture).
Organizes work in a manner that allows team members to easily locate and complete casework when needed.
Written communication is professional, complete, timely, accurate and effective.
Follows set procedures and standard work.
Exhibits a commitment towards personal learning and growth.
Takes initiative to learn topics outside of core responsibilities.
What You'll Bring:
Associate/bachelor's degree or 3 years of customer service experience.
1-2 years of financial services experience preferred.
Ability to work a structured schedule for service coverage through a blend of 50/50% processing and phone work.
Experience working in shared queue or operations system to document updates and action items.
PC experience working with Microsoft Word, Outlook and other Microsoft Office software.
Non-Registered Fingerprinted employee.
Proven strong analytical and problem-solving skills.
Superior customer service skills with ability to address and successfully resolve complex and sensitive issues.
Ability to successfully complete tasks in a timely and accurate manner in a high-volume area.
Ability to work independently to accomplish a variety of tasks.
Ability to coach and provide guidance on core customer service responsibilities.
High level attention to detail.
Expert technical knowledge.
Excellent communication skills, both written and verbal.
Superior organization skills.
#LI-Hybrid
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRACompensation Range:
Pay Range - Start:
$21.77Pay Range - End:
$32.66Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
What You'll Do
Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment
Becomes proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions which requires a basic understanding of a risk product.
Resolves routine problems by following defined standard process and evaluating solutions.
Takes responsibility of the client experience to make a difference by connecting with the client and seeing things from their point of view.
Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards.
Fosters a professional relationship with our clients to enhance brand loyalty.
Exhibits consistent and appropriate style and customer focused approach to a variety of customers and customer situations.
Uses available resources to effectively and accurately complete routine cases.
What You'll Bring to the Role
As a Customer Service Representative at Northwestern Mutual, you will be a key ambassador of our client experience. As part of our client service operations, you will engage with clients and financial representatives across multiple channels, expertly resolve inquiries and process transactions related to insurance, investments, or other financial products, and contribute to a culture that values proactive problem solving and continuous improvement. We are committed to providing exceptional support and are proud to welcome bilingual candidates—particularly Spanish speakers—as we strive to serve our diverse clientele.
This is a Hybrid role for Milwaukee, WI
3 days on site and 2 days' work from home - Start Date July 13th, 2026.
Key Responsibilities
Client Engagement:
Provide prompt, accurate, and courteous service to clients and financial representatives via phone, email, and potentially other digital channels.
Deliver personalized support by understanding customer needs and offering tailored solutions within the scope of Northwestern Mutual's products and services.
Issue Resolution:
Handle both basic and intermediate (semi-complex) inquiries with a clear understanding of our insurance, investment, or related financial products.
Use defined processes for routine issues while applying critical thinking to suggest effective solutions for non-standard situations.
System Navigation & Accuracy:
Efficiently navigate multiple proprietary and standard software applications to process requests with exceptional attention to detail and accuracy.
Maintain high accuracy in data entry and case management, ensuring client information is handled securely and confidentially according to industry regulations and company policy.
Relationship Building:
Develop professional and empathetic relationships with clients and Financial Advisors.
Enhance the overall client experience and build brand loyalty through proactive communication, follow-ups, and quality service.
Continuous Improvement:
Embrace change in a dynamic environment and actively contribute ideas for process enhancements to improve efficiency and client satisfaction.
Participate in ongoing training sessions and professional development opportunities to stay current with products, services, regulations, best practices, and technological advances.
Required Qualifications
An Associate’s degree in Business, Finance, or a related field, or an equivalent combination of education and professional experience.
Exceptional verbal and written communication skills with a strong customer-focused mindset.
Strong organizational and multitasking abilities in fast-paced settings.
Demonstrated proficiency in using modern software packages and navigating multiple complex systems.
A proactive approach toward problem solving with a commitment to continuous learning and accuracy.
Skills You Have
Customer Service Mindset (NM) - Anticipates customer needs and applies understanding of customer needs or perspectives to solve problems and drive outcomes as the basis for decision making. Leverages knowledge of trends affecting customer to help them make informed decisions.
Customer Support (NM) - Captures customer information for inquiry and analysis in an organized, clear, and consistent manner; leverages knowledge of trends affecting customer to help them make informed decisions and communicates with the customer and the field. Uses customer intelligence to solve problems, demonstrate patience and understanding, ensure customer satisfaction by knowing the customer and audience and resolve customer complaints efficiently.
Change Adaptability (NM) - Becomes adaptable in response to continual changes; shows an openness to new ways of working, new methods, work-in-progress improvements and changes and seamlessly navigates the changing business environment and adjusts behavior as appropriate to the situation.
Client Advocacy (NM) - Translates customer issues and pain points into requirements, represents client’s best interests. Analyzes customer feedback to understand client needs and communicates client sentiment to product teams and relevant stakeholders.Analytical Thinking (NM) - Organizes and compares various aspects of a situation to comprehend and identify key or underlying complex issues through the use of quantitative data and analysis; leverages strong business acumen, problem solving, and interpersonal skills to think critically about situations from multiple perspectives and consistently seeks ways to improve processes.
Adaptive Communication (NM) - Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences. Quality Acumen (NM) - Demonstrates thorough understanding of the professional domain, adheres to established industry standards, and exhibits effective consultative behaviors. Continuously enhances knowledge through learning and experience, implements best practices consistently to provide better solutions, exceptional quality of service, and offers a seamless user experience.
Why Join Northwestern Mutual?
Growth Opportunities: We are invested in your professional development and provide clear pathways for career advancement within a stable and respected company.
Inclusive Culture: We foster a diverse and inclusive environment that encourages collaboration, integrity, and mutual respect.
Impactful Work: Your role directly influences client satisfaction and financial security, contributing to the overall success of our clients and the company, making a measurable
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRACompensation Range:
Pay Range - Start:
$18.74Pay Range - End:
$28.10Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Teamwork (NM) - Beginner, Customer Support (NM) - Beginner, Field Relations (NM) - Beginner, Quality Acumen (NM) - Beginner, Policy Inquiries & Complaints Management (NM) - Beginner, Adaptive Communication (NM) - Beginner, Customer Service Mindset (NM) - Beginner, Compliance (NM) - Beginner, Prioritization (NM) - Beginner, Insurance Products (NM) - Beginner, Change Adaptability (NM) - Beginner, Policy & Procedure (NM) - Beginner, Attention to Detail (NM) - Beginner, Root Cause Analysis & Decision Quality (NM) - Beginner, Data Security (NM) - Beginner, Escalation Management (NM) - Beginner, Client Advocacy (NM) - Beginner, Analytical Thinking (NM) - Beginner, Case Management (NM) - Beginner, Tax Awareness (NM) - Beginner
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Primary Duties & Responsibilities
• Own case work end‑to‑end for rep reassignment: intake, research, documentation, operational updates, and final quality checks across brokerage and advisory accounts.
• Consult the field on access/navigation, reassignment rules, and account maintenance; de‑escalate sensitive scenarios with clarity and empathy.
• Safeguard supervisory integrity by applying oversight standards on impacted advisory accounts and ensuring policies and controls are followed.
• Resolve and prevent issues by investigating root causes, reconciling discrepancies, and maintaining an auditable trail.
• Analyze data and trends (Excel) to monitor volumes, turnaround times, error patterns, and downstream impacts; recommend fixes and backlog items.
• Collaborate cross‑functionally with ICS peers and enterprise partners (e.g., CL&R, Advisor Solutions, Risk Client Services) to remove friction and improve consistency.
• Support service performance for case queues and phone coverage as needed, adjusting priorities to meet demand.
• Contribute to change by participating in UAT and process improvements; communicate changes clearly to stakeholders.
Qualifications
• Bachelor’s in Business or related field or equivalent industry experience.
• 3+ years in investment services/operations with a track record of resolving complex inquiries.
• Strong judgment in ambiguous situations; analytical, detail‑oriented, and comfortable making decisions.
• Excellent interpersonal and written communication; able to influence without authority and collaborate across levels.
• Self‑directed, organized, and effective at managing multiple assignments.
• Solid operational knowledge of brokerage/advisory products and procedures.
• Excel proficiency; comfort with data analysis and pattern recognition.
• Facilitation/presentation skills to explain complex operational changes simply.
Licensing
This is a non‑licensed, NRF role. No FINRA registrations are required. (You will complete NMIS fingerprinting and be classified as an Access Person for personal securities transaction reporting.)
Attention to DetailFocuses on specific details to identify and correct errors before they impact quality. Produces work that reflects thorough review, accuracy, strong presentation, and overall quality.
Financial Services Industry AcumenApplies knowledge of general and organization-specific financial services concepts, market practices, regulations, and business ethics. Uses industry knowledge to support sound problem-solving and operational stability.
Root Cause Analysis & Decision QualityUses problem-solving methods to understand the underlying causes of issues. Makes timely, data-driven decisions by evaluating risks, gathering business requirements, and identifying practical solutions.
Technical Problem SolvingConducts in-depth analysis of technology needs, issues, and roadblocks within assigned scope. Applies best practices, explores possible solutions, gains alignment on the path forward, and clearly documents what is being solved.
Customer Service MindsetAnticipates customer needs and applies a strong understanding of customer perspectives to solve problems and drive outcomes. Uses knowledge of customer trends and business impacts to help stakeholders make informed decisions.
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRACompensation Range:
Pay Range - Start:
$56,640.00Pay Range - End:
$84,960.00Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Policy Inquiries & Complaints Management (NM) - Intermediate, Customer Service Mindset (NM) - Intermediate, Industry Knowledge (NM) - Intermediate, Prioritization (NM) - Intermediate, Policy & Procedure (NM) - Intermediate, Technical Problem Solving (NM) - Intermediate, Process Improvement (NM) - Intermediate, Field Consulting (NM) - Intermediate, Business Acumen (NM) - Intermediate, Cross Functional Partnering & Planning (NM) - Intermediate, Compliance (NM) - Intermediate, Consulting (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Analytical Thinking (NM) - Intermediate, Adaptive Communication (NM) - Intermediate, Root Cause Analysis & Decision Quality (NM) - Intermediate, Attention to Detail (NM) - Intermediate, Audits (NM) - Intermediate, Financial Services Industry Acumen (NM) - Intermediate, Change Adaptability (NM) - Intermediate, Customer Support (NM) - Intermediate, Investment Management Systems (NM) - Intermediate, Organization (NM) - Intermediate, Tax Awareness (NM) - Intermediate, Investment Products (NM) - Intermediate
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC, located in Milwaukee, WI, is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Company with over $250 billion in assets under management (AUM). The Public Investment department manages $135 billion of total AUM and delivers fixed income expertise to Northwestern Mutual and its affiliate corporations, including the foundation and retirement plan.
About the Job:
Conducts fundamental emerging markets credit research across sovereign, quasi-sovereign, and corporate issuers to develop forward-looking credit views and issuer-level risk assessments. Monitors macroeconomic, political/geopolitical, operating, and capital trends across regions and sectors; synthesizes financial and qualitative inputs into clear, actionable conclusions. Builds issuer and country frameworks using scenario and stress analysis; produces concise written research and investment recommendations; and applies data, technology, and AI-enabled tools to improve efficiency. Partners across the investment platform to drive a consistent credit philosophy and support portfolio construction and risk management.
What You Will Do:
Applies deep expertise in emerging market credit across sovereign, quasi-sovereign, and corporate issuers in investment-grade and high-yield segments.
Executes fundamental credit analysis, including financial statement review; cash flow and balance sheet assessment; leverage and liquidity analysis; covenant and capital structure review; and evaluation of management and governance quality.
Builds and maintains financial models, including base-case and downside/stress scenarios and recovery analysis, as appropriate.
Develops and communicates differentiated investment theses and relative-value views, including buy/hold/sell recommendations aligned with current portfolio strategy.
Monitors financial disclosures, earnings, corporate actions, rating agency actions, and market technicals; provides timely updates on credit events and market-moving news.
Integrates macroeconomic, political/geopolitical, and ESG factors into credit assessments, with emphasis on governance, policy/regulatory risk, and country-risk transmission to issuers.
Group/Organization Dynamics:
Promotes a culture of mutual respect and high ethical standards.
Models NM Behaviors: Client First, Powered by Our People, Future Focus.
Exercises sound judgment and independent thinking.
Leads process improvement through effective use of technology and data science.
Responds in a timely manner to requests for data, opinions, and other information.
Attends and leads/participates in group activities and engages others in relevant discussion.
What You'll Bring to the Role:
One to five years or longer relevant work experience conducting sovereign or corporate credit analysis. Economics background is a plus.
Master of Science or Master of Business Administration (MBA) preferred. Bachelor’s degree with an emphasis on finance, accounting, economics, statistics, or other related area.
CFA designation or progress towards attaining the CFA designation recommended (not required).
Strong analytical skills, including understanding economic trends, performing financial statement analysis, evaluating cross-sector relative value, and presenting credit recommendations for potential investment opportunities.
Effective oral and written communication skills and demonstrated ability to prioritize work.
Proficiency with Bloomberg, Blackrock Aladdin, and other programming or data analytic tools is desirable.
Compensation Range:
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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for additional information pertaining to compensation and benefits.
Cross Functional Partnering & Planning (NM) - Intermediate, Industry Knowledge (NM) - Intermediate, Adaptive Communication (NM) - Advanced, Financial Acumen (NM) - Advanced, Risk Management (NM) - Beginner, Storytelling through Data (NM) - Intermediate, Risk Evaluation (NM) - Intermediate, Financial Market Monitoring (NM) - Intermediate, Attention to Detail (NM) - Advanced, Interpersonal Savvy (NM) - Advanced
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
The goal of the Strategic Advisory team is to provide management and strategy consulting services with internal resources who have aligned incentives. This role is responsible for providing advanced quantitative analysis capabilities for multiple engagements across the team and ensuring delivery standards are met. This role is also responsible for analyzing corporate-wide data to identify strategic opportunities across Northwestern Mutual.
Primary Duties & Responsibilities
Establish strategic and analytical frameworks for the Strategic Advisory function
Work hands-on with Strategic Advisory team members to implement data-driven approaches
Ensure consistency in delivery across projects
Lead analysis of processes and operating models across Northwestern Mutual to identify top priorities for Strategic Advisory work
Partner with client leadership to identify opportunities and scope engagements
Provide guidance and advice to prioritize top opportunities in different business functions based on value and impact
Provide guidance and advice for stakeholders to help translate OKR and API targets into actionable, strategic roadmaps
Coordinates requests for information from stakeholders and prepares reports and presentations in response.
Exhibits expert level and business acumen to solve unique, complex problems across multiple functions with a broad impact on the business; requires conceptual and innovative thinking to develop solutions.
Participates in regular department / function leadership meetings to ensure delivery and execution is aligned with Strategic Advisory function
Qualifications
Minimum of 15 years business leadership and/or consulting experience
Minimum of 7 years of people management experience.
Minimum 5 years of leadership in a data role or organization
Proven leadership skills working with diverse teams.
Superior management, human relations, and interpersonal skills to lead groups of people.
Strong organizational skills; able to handle competing demands, and work under tight deadlines and short timeframes.
Demonstrated organizational agility to work across organizational boundaries, influence, and collaborate with all levels on solutions that benefit the organization.
Proven skills in dealing with ambiguity and paradox, and leading change.
Facilitation and team building skills; ability to play an active, operational and communicative role.
Compensation Range:
Pay Range - Start:
$176,000.00Pay Range - End:
$264,000.00Geographic Specific Pay Structure:
Structure 110:
$193,600.00 USD - $290,400.00 USDStructure 115:
$202,400.00 USD - $303,600.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
We're strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and growing.
We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business.
We care. We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they're passionate about.
As a Prep Cook, you will work as part of a team preparing a variety of salads, hot vegetables, condiments, and related menu items, assisting with food prep needs for cafeteria and catering services. You will: observe the safest possible food handling practices by thoroughly washing all produce, properly thawing meats, sanitizing work surfaces, thorough hand washing, and adherence to all other hygiene requirements when handling ready-to-eat foods; support the menu management process, including assistance with ordering and inventory processes. You are an effective communicator, comfortable responding to customer questions or concerns in an expedient and appropriate manner. Flexibility is important in this role, as work location, tasks, and/or assignments vary routinely in response to changes in business need, customer demand, staffing changes, etc. At all times, quality, efficiency, and customer service are your highest priorities.
Responsible for preparing a variety of salads, condiments or other related menu items for cafeteria and catering services which will include, but not limited to, salads, condiments, fruit plates, vegetables plates, sliced meats and sandwiches, and preparation of raw ingredients used for cooking.
Reviews recipes, anticipates proper organization of work to assure efficiency and food safety, makes recommendations to adjust recipes as needed to improve product.
Translates weights, measures and volume as the need arises in execution of recipes to assure consistency based on volume and other variables.
Assists chefs in food preparation as needed, which may include some hot food preparation.
Weighs, measures, cuts, slices and safely uses variety of equipment.
Assures the safest possible food handling practices by thoroughly washing all produce, properly thawing meats, sanitizing work surfaces, thorough hand washing and adheres to all other requirements when handling ready-to-eat foods. Responsible for maintaining accurate and complete labeling and date marking of products to assure freshness.
Maintains time and temperature records to minimize exposure of food to unsafe temperatures and minimize the risk of bacteria growth.
Operates and cleans equipment following safety guidelines including use of PPE's.
Supports the menu management process that includes: following recipes, provides feedback for recipe improvements, follows the ordering process as defined, assures accurate portions, monitors adequate records including HACCP logs and usage reports, inventories food storage areas, and assesses leftovers.
Projects the ordering needs and quantities of all foods on the menu to provide timely preparation and efficient menu management for upcoming meals and events.
Coordinates product to be distributed for use at various points of service including other kitchen areas, salad bar, serving stations and catered events.
Routinely delivers on Restaurant Hospitality standards.
Communicates with customers and servers through routine greeting and providing information verbally regarding the menu, preparation methods and services.
Responds to any questions or concerns with the approach of immediate resolution of concerns or corrective action on matters that may be impacting the customer experience.
In compliance with Restaurant Division Professional Conduct Expectations and maintains professional communication with all.
May adjust work location tasks or assignments routinely throughout the day to adjust to changes in business need, customer demands, staffing changes or any other reasons that the incumbent may observe and take action for or directed by manager or team leader.
As part of everyday duties, assist with serving lunch.
High school diploma or equivalent and a minimum of three years of food production experience is required.
Proven knowledge of and regular compliance with safe food handling standards is required.
A proven knowledge of weights and measures and the ability to read, interpret, and translate recipes are required.
Requires a high degree of personal initiative and motivation, combined with a willingness to work as part of a team and the ability to maintain a high level of organization while working quickly and productively.
Must have the ability to perform the essential physical requirements of the job.
Great pay package, 401K, Company sponsored retirement plan, Medical, dental and vision insurance, Parental leave, Caregiver time off….and more.
#LI-POST
Candidates must successfully complete and pass any required testing.Compensation Range:
Pay Range - Start:
$15.06Pay Range - End:
$22.60Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment
Becomes proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a Specialized area.
Researches and evaluates possible solutions to semi-complex problems that requires identifying root cause and some deviations from procedures.
Takes ownership of calls and begins to anticipate future issues to avoid repeat calls and unnecessary call transfers.
De-escalates client experience situations and able to apply skills learned in Effortless Experience training (CEB) to all situations.
Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients.
Embraces new technology, educates clients and Financial Representatives on our client website and self-service capabilities and understands risks and impacts that the transaction has on the client or policy.
Embraces change by keeping an open mind to new ideas, and readily adjusts to new or changing processes.
Embraces continuous improvement by identifying opportunities for improvement.
Fosters a professional relationship with our clients to enhance brand loyalty.
Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards.
Multi-tasks between phone and casework/transactional duties with the high degree of accuracy and quality.
Qualifications
Associates degree in business or related field or equivalent combination of education and experience Minimum of 1 year related customer service experience with proven customer service skills.
Basic understanding of specialized products and/or markets (i.e. DI, LTC, Whole Life, COLI/BOLI, etc.).
Basic understanding of risk products or processes.
Basic understanding of financial planning.
Strong written and verbal communication skills.
Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy.
Strong organization skills with the ability to prioritize tasks.
Ability to welcome change and embrace continuous improvement in a fast-paced work environment.
Strong problem-solving skills and ability to provide options.
A strong desire to continuously learn and improve.
Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages.
Ability to navigate multiple systems and applications to complete standard requests.
Successful completion of any required testing.
Compensation Range:
Pay Range - Start:
$20.51Pay Range - End:
$30.76Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Customer Service Mindset (NM) - Intermediate, Field Relations (NM) - Beginner, Quality Acumen (NM) - Beginner, Policy Inquiries & Complaints Management (NM) - Beginner, Adaptive Communication (NM) - Beginner, Data Security (NM) - Intermediate, Teamwork (NM) - Intermediate, Compliance (NM) - Beginner, Prioritization (NM) - Beginner, Insurance Products (NM) - Beginner, Change Adaptability (NM) - Beginner, Policy & Procedure (NM) - Beginner, Root Cause Analysis & Decision Quality (NM) - Beginner, Attention to Detail (NM) - Intermediate, Escalation Management (NM) - Beginner, Client Advocacy (NM) - Beginner, Analytical Thinking (NM) - Beginner, Customer Support (NM) - Intermediate, Case Management (NM) - Beginner, Tax Awareness (NM) - Beginner
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
A point-of-contact and technical expert for their assigned financial representatives. Is responsible for expediting special handling cases, negotiating resolutions, providing proactive field case work consultation, and helping to educate/train financial reps and their staff. This position is a cross-functional role empowered to marshal organizational resources to resolve troublesome service issues and identify root causes in order to improve the field customer experience while balancing the financial and strategic goals of the company.
Primary Duties & Responsibilities:
Demonstrated advanced understanding of product and servicing needs of assigned network offices.
Understands the importance of our home office - field relationship and strengthens these partnerships through a shared vision of delivering a remarkable experience for our clients.
Responsible for building strong relationships with clients', field force and internal business partners through trust, mutual respect and teamwork.
Responsible for Service Recovery. Adept at de-escalating volatile concerns and reestablishing confidence in our brand promise.
Possesses exceptional internal communication and coordination skills. Works closely with the internal business to identify and detail our clients' concerns and/or expectations, and collaborates with them to provide exceptional service.
Accountable for managing all concerns assigned from our clients and network offices - from initial contact through final resolution.
Informs applicable stakeholders on resolution progress and coordinates communication to all involved parties.
Collaborates with internal partners to track, trend and perform root cause analysis around elevated product or service related concerns.
Leverages data analytics to identify obstacles and continually improve operations and the field/client experience.
Strong understanding of our business priorities and ability to identify technology that will improve or enhance our network office, home office and client experience.
Serves as a liaison between the home office and network offices to facilitate the implementation and adoption of new information and/or technology.
Serves as a leader, coach, mentor and role model to front-line employees, peers and internal/external business partners.
Drives for results and goal attainment; ensures team members provide appropriate solutions to meet the needs of both our clients and field force.
Negotiates cases elevated through the field to amicable resolution with field members.
Travel to Network Offices to build trust and present to the field, and speak on behalf of the home office.
Provides proactive support to the Network Office, by reviewing data regarding Network Office trends and behavior. Then utilizes this data to determine the best course of action for presentation and driving results from the Network Office.
Without authority influences field behavior to obtain a desired home office outcome, such as Self Service Adoption.
Qualifications:
Bachelor's degree in business or an equivalent combination of education and progressively responsible work experience.
Minimum of four years of insurance operations experience.
Highly motivated and self-directed with the ability to manage and prioritize concurrent assignments.
Advanced customer service skills and technical knowledge of the operational aspects.
Demonstrated ability to build relationships, apply knowledge across complex business areas, and effectively navigate the organization to find solutions. Deals well with ambiguity.
Heightened ability to influence without authority.
Demonstrated ability to negotiate skillfully in difficult situations with both internal and external stakeholders.
Demonstrated problem solving through analytical ability, judgment and decision making skills. Focuses on the best interest of the customer while complying with all relevant laws, regulations and policies.
Demonstrated advanced interpersonal, leadership, and verbal and written communication skills.
Compensation Range:
Pay Range - Start:
$60,880.00Pay Range - End:
$91,320.00Geographic Specific Pay Structure:
Structure 110:
$66,960.00 USD - $100,440.00 USDStructure 115:
$70,000.00 USD - $105,000.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Escalation Management (NM) - Expert, Customer Support (NM) - Expert, Policy & Procedure (NM) - Expert, Insurance Products (NM) - Expert, Field Relations (NM) - Expert, Prioritization (NM) - Expert, Change Adaptability (NM) - Expert, Client Advocacy (NM) - Expert, Analytical Thinking (NM) - Expert, Data Security (NM) - Advanced, Customer Service Mindset (NM) - Expert, Compliance (NM) - Expert, Attention to Detail (NM) - Expert, Root Cause Analysis & Decision Quality (NM) - Expert, Adaptive Communication (NM) - Expert, Quality Acumen (NM) - Expert, Policy Inquiries & Complaints Management (NM) - Expert, Teamwork (NM) - Expert
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Join the General Trading team within Northwestern Mutual's Investment Client Services division, where you'll serve as a trusted advisor to clients and Financial Representatives on securities transactions across equities, fixed income, and options. This hybrid role puts you at the center of NM's brokerage trading operations, executing complex trades, mentoring teammates, and staying ahead of market trends.
If you bring strong fixed income trading experience and a passion for guiding clients through sophisticated investment strategies, this is your opportunity to make an impact at a Fortune 100 company with a 165+ year legacy. You'll work alongside experienced professionals on a collaborative trading desk that values market knowledge, compliance excellence, and client relationships.
Advisory & Trade Execution
Serve as a go-to resource for Financial Representatives and their clients on the purchase and sale of securities across equities, fixed income, and options.
Assess client financial needs, risk tolerance, and suitability, combining your market expertise with client profiles to recommend appropriate investments.
Guide the team and Financial Representatives through complex trading scenarios, including bond ladders, options strategies, executive option exercises, and restricted stock transactions.
Build credibility and develop lasting client relationships through ongoing assessment of financial needs and timely investment recommendations.
Account Management & Coordination
Manage the transition and ongoing servicing of advisory and retirement accounts when a local advisor is no longer available, including annual reviews, investment guidance, suitability determinations, and administrative coordination.
Partner with other ICS departments to facilitate administrative changes, disbursement requests, and account reassignments.
Mentoring & Leadership
Mentor and train Securities Specialists and new Trading Services team members on trade execution, systems, and best practices.
Evaluate and resolve complex issues escalated by team members, serving as a credible technical resource across the department.
Present material to large, diverse groups on complex trading strategies (bond ladders, covered call writing, etc.) and the overall operations of the trading desk.
Projects & Compliance
Contribute to trading desk projects, including policy development, process improvements, and creating educational communications for the field.
Serve as a backup to the Assistant Director for trade corrections, outgoing securities correspondence, daily workflow preparation, and customer complaint resolution.
Maintain full compliance with FINRA, SEC, and MSRB regulations, as well as all internal policies, procedures, and standards.
Stay current on securities market developments, using fundamental and technical research to support sound, timely investment decisions on behalf of clients.
Must-Haves
Bachelor's degree in business or a related field
5+ years of experience in a retail brokerage sales or trading capacity
Strong knowledge of FINRA and federal/state securities laws and regulations
FINRA Series 7 and Series 63 licenses (active)
Excellent written and verbal communication skills, including presentation skills
Strong attention to detail and ability to manage complex, multi-step processes
Preferred
Fixed income trading experience (highly valued for this team)
Project management experience or demonstrated success leading cross-functional initiatives
Interest in process improvement, workflow optimization, and mentoring others
Licensing We'll Support You In Obtaining
Series 65 (or IAR registration in Wisconsin) within your first 3 months
One or more of Series 4, 24, or 53 within your first 6 months
Study resources and exam support provided
Fortune 100 company with 165+ years of financial strength
Collaborative trading desk environment with experienced leadership at the manager and director level
Clear career paths within Investment Client Services
Comprehensive benefits, competitive compensation, and investment in your professional development
Compensation Range:
Pay Range - Start:
$89,360.00Pay Range - End:
$134,040.00Geographic Specific Pay Structure:
Structure 110:
$98,320.00 USD - $147,480.00 USDStructure 115:
$102,800.00 USD - $154,200.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Customer Centricity (NM) - Advanced, Field Consulting (NM) - Advanced, Technical Problem Solving (NM) - Intermediate, Change Adaptability (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Advanced, Financial Services Industry Acumen (NM) - Advanced, Industry Knowledge (NM) - Advanced, Investment Products (NM) - Advanced, Organizational & Political Savvy (NM) - Intermediate, Financial Securities (NM) - Advanced, Process Improvement (NM) - Advanced, Analytical Thinking (NM) - Advanced, Compliance (NM) - Advanced, Policy Inquiries & Complaints Management (NM) - Intermediate, Policy & Procedure (NM) - Intermediate, Audits (NM) - Advanced, Organization (NM) - Advanced, Root Cause Analysis & Decision Quality (NM) - Advanced, Prioritization (NM) - Advanced, Customer Support (NM) - Advanced, Strategic Thinking (NM) - Intermediate, Attention to Detail (NM) - Advanced, Consulting (NM) - Advanced, Business Acumen (NM) - Advanced, Adaptive Communication (NM) - Advanced, Storytelling through Data (NM) - Advanced, Investment Management Systems (NM) - Advanced, Statutes & Regulation (NM) - Advanced, Tax Awareness (NM) - Intermediate, Customer Service Mindset (NM) - Advanced
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Join the General Trading team within Northwestern Mutual's Investment Client Services division as a Senior Trading Specialist. In this hybrid role based in Franklin, WI, you'll advise clients and Financial Representatives on securities transactions across equities, fixed income, and options, while ensuring every trade is executed accurately and in full compliance.
This is a hands-on trading desk role where your market knowledge, client instincts, and attention to detail directly impact the investment experience for NM clients. If you bring experience with alternative investments, that's a strong plus for this team. You'll join a collaborative desk at a Fortune 100 company with 165+ years of financial strength, clear career paths, and experienced leadership.
Advisory & Trade Execution
Serve as a trusted resource for Financial Representatives and their clients on the purchase and sale of equities, fixed income, and options.
Assess client financial needs, risk tolerance, and suitability by combining your market expertise with client profiles and portfolio analysis to recommend appropriate investments.
Execute equity, fixed income, and options transactions on behalf of Financial Representatives, ensuring accuracy and full regulatory compliance.
Build credibility and develop lasting client relationships through ongoing assessment of financial needs and timely investment recommendations.
Market Intelligence
Stay current on securities market developments, using fundamental and technical research to support sound, timely investment decisions on behalf of Northwestern Mutual clients.
Educate clients on appropriate investment strategies based on market trends and individual financial profiles.
Compliance & Standards
Maintain full compliance with FINRA, SEC, and MSRB regulations.
Adhere to all internal trading policies, procedures, and standards.
Must-Haves
Bachelor's degree in business or a related field
3–5 years of experience in a retail brokerage sales or trading capacity
Strong knowledge of FINRA and federal/state securities laws and regulations
FINRA Series 7 and Series 63 licenses (active)
Excellent written and verbal communication skills
Strong attention to detail
Preferred
Alternative investment experience (highly valued for this team)
Portfolio analysis experience
Interest in client education and relationship building
Fortune 100 company with 165+ years of financial strength
Collaborative trading desk environment with experienced leadership at the manager and director level
Clear career paths within Investment Client Services
Comprehensive benefits, competitive compensation, and investment in your professional development
Compensation Range:
Pay Range - Start:
$65,440.00Pay Range - End:
$98,160.00Geographic Specific Pay Structure:
Structure 110:
$72,000.00 USD - $108,000.00 USDStructure 115:
$75,280.00 USD - $112,920.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Process Improvement (NM) - Intermediate, Technical Problem Solving (NM) - Intermediate, Cross Functional Partnering & Planning (NM) - Intermediate, Storytelling through Data (NM) - Intermediate, Organizational & Political Savvy (NM) - Intermediate, Consulting (NM) - Intermediate, Adaptive Communication (NM) - Intermediate, Attention to Detail (NM) - Intermediate, Financial Services Industry Acumen (NM) - Intermediate, Audits (NM) - Intermediate, Change Adaptability (NM) - Intermediate, Statutes & Regulation (NM) - Intermediate, Customer Support (NM) - Intermediate, Organization (NM) - Intermediate, Customer Service Mindset (NM) - Intermediate, Policy Inquiries & Complaints Management (NM) - Intermediate, Industry Knowledge (NM) - Intermediate, Prioritization (NM) - Intermediate, Policy & Procedure (NM) - Intermediate, Financial Securities (NM) - Intermediate, Field Consulting (NM) - Intermediate, Business Acumen (NM) - Intermediate, Compliance (NM) - Intermediate, Strategic Thinking (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Analytical Thinking (NM) - Intermediate, Root Cause Analysis & Decision Quality (NM) - Intermediate, Investment Management Systems (NM) - Advanced, Investment Products (NM) - Intermediate, Tax Awareness (NM) - Intermediate
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
As part of the Family Office Services team, the Family Wealth Strategist is a highly dynamic and experienced professional with a Juris Doctor (JD) and CERTIFIED FINANCIAL PLANNER® designation. The Family Wealth Strategist will serve as the Lead Advisor’s counterpart providing consultative services complementing and extending the advisor’s industry expertise. The individual will be responsible for designing and integrating a wide array of wealth management strategies and family office services to align a high-net-worth or ultra-high-net-worth family’s financial capital with its values, long-term vision, and family dynamics for a seamless client experience. The ideal candidate will possess a unique blend of legal expertise and financial planning knowledge to act as the integrator and leader in the delivery of quality services across multiple domains and areas of planning. The role goes beyond understanding specific technical strategies, but to anticipate the impact and understand the interplay a particular solution may have on other disciplines. This role requires strategic thinking, excellent project management skills, exceptional interpersonal ability, clear communication, and a deep understanding of complex financial, legal, and tax landscapes.
Primary Duties & Responsibilities
Act as the advisor’s primary point of contact and liaison, coordinating all aspects of the client's integrated plan between the family, internal teams, and external partners to ensure a cohesive approach.
Conduct thorough discovery to ascertain the family’s long-term objectives that align with their principles and vision.
Based on the family’s objectives, identify issues and needs to design an integrated plan.
Consult with the advisor and family on the overall integrated plan and the complex interaction between different domains.
Recognize opportunities to position and coordinate internal and external partners in alignment with objectives.
Construct an actionable roadmap prioritizing when and how to address the family’s needs and structure engagement pricing.
Communicate pertinent client information and objectives among multiple partners to streamline communications while minimizing duplication.
Collaborate with strategic partners to develop and implement strategies across a broad range of legal, tax, and financial planning topics to ensure alignment with the client’s integrated plan and effectively facilitate the communication of complex techniques.
Manage the delivery of planning components ensuring timely execution and a seamless experience throughout the engagement.
Support the development of advisors to equip them to lead family meetings and conversations.
Qualifications
Juris Doctor (JD) degree required.
CERTIFIED FINANCIAL PLANNER® designation required. Other advanced degree or designation desirable (MBA, CFA, CPA).
Series 6 or 7 and resident state insurance license required or working towards license within 6 months.
Minimum 12 years of experience in wealth management, financial planning, or a related field directly working with advisors and U/HNW clients ($40M+).
Experience working with family offices highly desirable.
Strong expertise across multiple areas of wealth management including financial planning, insurance and investment products, estate and business planning, and other HNW planning strategies with a deep understanding of the implications a particular solution may have on others.
Exceptional organizational, strategic, and communication skills, with the ability to articulate complex legal and financial concepts clearly and concisely to non-expert family members.
Unquestioned integrity, professionalism, and discretion when handling highly confidential matters.
Strong attention to detail, organizational skills, and the ability to manage multiple time-sensitive projects.
Proven ability to develop rapport and strong relationships with clients, financial advisors, internal teams and third-party partners.
Advanced experience with financial planning software and Excel, PowerPoint, and CRM systems.+
Compensation Range:
Pay Range - Start:
$160,000.00Pay Range - End:
$240,000.00Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
This role is responsible for sourcing, evaluating, and executing early-stage startup investments that align with Northwestern Mutual’s strategic focus on fintech and AI. This role drives corporate growth by managing the full investment lifecycle, building founder relationships, and presenting opportunities to the investment committee. This role offers the unique benefit of operating within a well-resourced corporate entity while maintaining the agility and investment discipline of a traditional venture capital fund and is ideal for an individual with a proven track record in venture capital who is ready to lead significant investment initiatives. Northwestern Mutual Future Ventures operates as the corporate venture capital arm of Northwestern Mutual, a Fortune 100 financial services firm that helps Americans achieve financial security. This role operates within the broader Corporate Strategy team and may be based in San Francisco or Milwaukee with regular travel expected. What You’ll Do
Deal Sourcing and Generation: Proactively identify and engage with promising startups, entrepreneurs, and co-investors to generate a robust pipeline of investment opportunities aligned with Northwestern Mutual’s strategic interests.
Investment Due Diligence: Lead comprehensive market, product, technology, and financial due diligence processes. This includes conducting in-depth analyses, building financial models, and presenting detailed investment recommendations to the investment committee.
Deal Execution: Structure, negotiate, and close new venture capital investments, including term sheets, shareholder agreements, and other definitive documentation.
Portfolio Management: Actively support portfolio companies’ post-investment, including monitoring performance, providing strategic guidance, and facilitating introductions to relevant Northwestern Mutual business units where appropriate. This involves working closely with founders and management teams to foster growth and achieve strategic milestones.
Strategic Alignment: Serve as a key liaison between Northwestern Mutual Future Ventures portfolio companies and Northwestern Mutual’s internal business units, identifying and cultivating opportunities for collaboration.
Market Intelligence: Develop and maintain deep expertise in relevant technology sectors, identifying emerging trends, competitive landscapes, and disruptive innovations that could impact Northwestern Mutual’s core businesses.
Relationship Building: Cultivate and maintain strong relationships within the venture capital ecosystem, including founders, limited partners, co-investors, and industry experts.
What You’ll Bring to the Role
Experience: 5+ years in venture capital, corporate development, strategy consulting, or investment banking and a history of academic excellence.
Strategic Thinking: Proven ability to analyze competitive landscapes, market trends, and business models.
Interpersonal Skills: Strong ability to communicate effectively and build relationships with various stakeholders, including startups, venture capitalists, and senior leadership.
Analytical Ability: Demonstrated ability to evaluate and interpret financial data and other technical information, including proficiency in valuation, financial modeling, and investment structuring.
Communication Skills: Demonstrated superior written and verbal communication skills with ability to build rapport and gain acceptance at all levels of an organization. Strong presentation skills with an ability to synthesize, distill and summarize complex information.
Other Skills: Proficiency in Microsoft Excel and PowerPoint. Possess a balance of analytical ability and social fluency, a sense of urgency, and deep intellectual curiosity. Future focused.
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$176,000.00Pay Range - End:
$264,000.00Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
As the Senior Manager of Enterprise Insights - Field Research, you will bring financial advisor understanding and strategic foresight to life to inspire profitable growth. You will drive the learning agenda across cross-functional teams, developing forward-looking strategies grounded in field realities and emerging trends.
This is your opportunity to help build a new, centralized enterprise insight capability. You will advocate for financial advisors, anticipating their needs while bridging these findings with consumer realities. Beyond driving field research, you will act as a compelling team leader with natural servant leadership abilities, passionate about mentoring and shaping our analytical talent.
You will design impactful reporting frameworks by synthesizing custom field research, advisor sentiment, and client NPS where applicable. As a master storyteller, you will help weave disparate field, consumer, and client data into meaningful insights that bring extreme clarity to the organization and empower stakeholders to take insight-led action.
By helping to integrate insights across the advisor, client, and consumer journeys, you will unify field experience assessment scores and holistic feedback into a cohesive lifecycle view. This approach allows you to proactively prescribe targeted solutions that elevate the advisor experience and drive enterprise success.
Finally, you will support our steady enterprise approach to AI adoption, leveraging AI-driven tools to enhance field research capabilities and keep the team at the cutting edge of data synthesis.
What You'll Do
Lead the Field learning agenda working closely with Field, Journey, Marketing, Product and Digital teams to develop products, communications and strategies that are grounded in deep financial advisor understanding.
As part of the Enterprise Insights team, be the go-to source for ad-hoc analysis and actionable research. Be an advocate for the field, client and consumer in internal meetings and a driver of insight-led actions across the enterprise.
Deliver reports, insights and implications to assigned business partners to inform decisions that improve the field / consumer / client experience.
Perform data analysis and interpretation, using basic statistical techniques (Frequency distributions, Descriptive statistics, T-tests; Cross-tabs, Correlations, Text analytics) to reveal new findings and insights to marketing and other business partners.
Determine requisite data elements and work with technical resources to design integrated internal and syndicated datasets to provide required analysis.
Identify opportunities to enhance the team's analytical capabilities by evaluating current processes, new trends, working with business partners, and taking initiative to apply new and improved research best practices.
Proactively share relevant information and insights with the internal teams.
Interpret and synthesize multi-source data into insights that lead to actionable strategies and plans for the brand.
What You'll Bring To The Role
Minimum of 5 years' experience/knowledge desired in research and data analysis, application of statistical research techniques. B2C category experience strongly preferred.
Seasoned expert in advanced features of a variety of programs which may include Excel, Access, SQL, SAS, SPSS, Tableau and Business Intelligence tools.
Experience and knowledge of the following advanced analytic techniques (Regression, Factor analysis, Cluster analysis highly preferred).
Experience should include budget management, and vendor management.
Strong technical market research skills that include; quantitative, qualitative, primary, and secondary.
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.
Consistently displays professional courage to research design, analysis and interpretation to deliver credible work product free of bias.
Acts in the best interest of consumer / clients and the company.
Embraces new research tools and AI capabilities as they become available and approved.
MBA or Master's Degree strongly preferred
Skills You Have
Adaptive Communication: Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences.
Cross Functional Partnering & Planning: Facilitates collaboration, communication, coordination, and planning with individuals and teams from different functions within the organization, and who have different areas of expertise, to achieve common goals.
Problem Management: Classifies, prioritizes and initiates action, and documents root causes of problems and implements remedies. Manages the lifecycle of all problems. Prevents incidents from happening and minimizes the impact of incidents that cannot be prevented.
Research Communication: Synthesizes and communicates research findings and insights in compelling ways to stakeholders to influence potential design and decision making. Translates data into compelling narratives to demonstrate business insights and opportunities and influence business decisions.
Research Design: Leverages methods such as surveys, contextual inquiries, card sorting, and focus group to identify problems/risks and devises plans to address concerns raised via research.
#LI-Onsite, #LI-Hybrid
Compensation Range:
Pay Range - Start:
$89,360.00Pay Range - End:
$134,040.00Geographic Specific Pay Structure:
Structure 110:
$98,320.00 USD - $147,480.00 USDStructure 115:
$102,800.00 USD - $154,200.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Customer, Market & Ecosystem Knowledge (NM) - Intermediate, Research Design (NM) - Intermediate, Adaptive Communication (NM) - Intermediate, Learning Agility & Critical Thinking (NM) - Intermediate, Problem Management (NM) - Intermediate, Research Communication (NM) - Advanced, Root Cause Analysis & Decision Quality (NM) - Intermediate, Research Methods (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Intermediate, Customer Segmentation (NM) - Intermediate, Data Collection & Analysis (NM) - Advanced, Marketing Intelligence (NM) - Intermediate, Analytical Thinking (NM) - Intermediate
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
As the Senior Manager of Enterprise Insights – Consumer & Client Research, you will bring deep consumer and client understanding, coupled with strategic foresight, to life to inspire profitable growth. You will drive the learning agenda across cross-functional teams, developing forward-looking strategies grounded in the consumer and category trends shaping client perceptions.
This is your opportunity to be part of a new, centralized enterprise insight capability. You will fiercely advocate for consumers and clients, anticipating their needs while bridging these findings with financial advisor inputs.
You will design impactful reporting frameworks by synthesizing custom research, Client NPS tracking, Brand Health tracking, and insights gathered from supporting our consumer and client communities. As a master storyteller, you will help weave disparate consumer, client, and field data into meaningful insights that bring extreme clarity to the organization and empower stakeholders to take insight-led action.
By helping to integrate insights across the consumer, client, and advisor journeys, you will unify holistic feedback into a cohesive consumer life stage view. This approach allows you to proactively prescribe targeted solutions that elevate the consumer and client experience while driving enterprise success.
Finally, you will support our steady enterprise approach to AI adoption, leveraging AI-driven tools to enhance consumer and client research capabilities and keep the team at the cutting edge of data synthesis.
What You'll Do
Lead the Consumer & Client learning agenda working closely with Field, Journey, Marketing, Product and Digital teams to develop products, communications and strategies that are grounded in deep consumer and client understanding.
As part of the Enterprise Insights team, be the go-to source for ad-hoc analysis and actionable research. Be an advocate for the client and consumer in internal meetings and a driver of insight-led actions across the enterprise.
Deliver reports, insights and implications to assigned business partners to inform decisions that improve the consumer / client experience.
Perform data analysis and interpretation, using basic statistical techniques (Frequency distributions, Descriptive statistics, T-tests; Cross-tabs, Correlations, Text analytics) to reveal new findings and insights to marketing and other business partners.
Determine requisite data elements and work with technical resources to design integrated internal and syndicated datasets to provide required analysis.
Identify opportunities to enhance the team's analytical capabilities by evaluating current processes, new trends, working with business partners, and taking initiative to apply new and improved research best practices.
Proactively share relevant information and insights with the internal teams.
Interpret and synthesize multi-source data into insights that lead to actionable strategies and plans for the brand.
What You'll Bring To The Role
Minimum of 5 years' experience/knowledge desired in research and data analysis, application of statistical research techniques. CPG category experience strongly preferred.
Seasoned expert in advanced features of a variety of programs which may include Excel, Access, SQL, SAS, SPSS, Tableau and Business Intelligence tools.
Experience and knowledge of the following advanced analytic techniques (Regression, Factor analysis, Cluster analysis highly preferred).
Experience should include budget management, and vendor management.
Strong technical market research skills that include; quantitative, qualitative, primary, and secondary.
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.
Consistently displays professional courage to research design, analysis and interpretation to deliver credible work product free of bias.
Acts in the best interest of consumer / clients and the company.
Embraces new research tools and AI capabilities as they become available and approved.
MBA or Master's Degree strongly preferred
Skills You Have
Adaptive Communication: Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences.
Cross Functional Partnering & Planning: Facilitates collaboration, communication, coordination, and planning with individuals and teams from different functions within the organization, and who have different areas of expertise, to achieve common goals.
Problem Management: Classifies, prioritizes and initiates action, and documents root causes of problems and implements remedies. Manages the lifecycle of all problems. Prevents incidents from happening and minimizes the impact of incidents that cannot be prevented.
Research Communication: Synthesizes and communicates research findings and insights in compelling ways to stakeholders to influence potential design and decision making. Translates data into compelling narratives to demonstrate business insights and opportunities and influence business decisions.
Research Design: Leverages methods such as surveys, contextual inquiries, card sorting, and focus group to identify problems/risks and devises plans to address concerns raised via research.
#LI-Onsite, #LI-Hybrid
Compensation Range:
Pay Range - Start:
$89,360.00Pay Range - End:
$134,040.00Geographic Specific Pay Structure:
Structure 110:
$98,320.00 USD - $147,480.00 USDStructure 115:
$102,800.00 USD - $154,200.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Customer, Market & Ecosystem Knowledge (NM) - Intermediate, Research Design (NM) - Intermediate, Adaptive Communication (NM) - Intermediate, Learning Agility & Critical Thinking (NM) - Intermediate, Problem Management (NM) - Intermediate, Root Cause Analysis & Decision Quality (NM) - Intermediate, Research Communication (NM) - Advanced, Research Methods (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Intermediate, Customer Segmentation (NM) - Intermediate, Data Collection & Analysis (NM) - Advanced, Marketing Intelligence (NM) - Intermediate, Analytical Thinking (NM) - Intermediate
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Northwestern Mutual is looking for enthusiastic technologists who want to grow their career in DevSecOps. You’re the right fit if you love to solve problems and are always striving to learn new things.
We’re looking for self-motivated and self-driven engineers who are passionate about what they do and love cybersecurity. Your knowledge in application security, DevSecOps practices, and cloud technologies will be instrumental in further maturing our application and cloud security posture throughout the Enterprise.
In this position, you will work with cross-functional teams across a set of diverse technologies to manage application security tools with an automation-first mindset. You will work in an agile and innovative environment, solving complex problems and collaborating with architects and engineers to ensure the safety and security of Northwestern Mutual's applications.
What You'll Do:
Assist in the analysis of vulnerabilities as directed.
Assist in engineering vulnerability management platform for reporting and automated governance.
Provide vulnerability metrics to leadership through the creation and running of custom queries.
Assist with reporting requirements and regulatory information gathering.
Maintain and build out vulnerability scanning practices.
Maintain configuration control of vulnerability management, CloudSec and AppSec platforms and tools; coordinate upgrades and other maintenance activities as directed.
Automate manual tasks through scripting.
What You'll Bring to the Role:
Bachelor’s degree with an emphasis in Computer Science,Computer Engineering, Software Engineering, MIS, or related field.
Highly technical and analytical hands-on experience in prior professional, educational, or personal projects.
Understanding of networking concepts such as DNS, IP, NAT, VLANs, subnetting, etc.
Experience with both Windows and Linux operating systems. Including familiarity with the command line.
Understanding of the OSI Model, web, and network protocols such as TCP, UDP and HTTP/S.
Competency with one or more scripting/programming languages such as Python, JavaScript, Java, Ruby, Go, PowerShell, Bash, C#, C/C++, etc.
Fundamental understanding of cryptography controls and underlying concepts to secure data.
Ability to independently identify and resolve issues through effective problem-solving skills.
Track record of acting with integrity, taking pride in work, seeking to excel, being curious, and adaptable.
Strong written and verbal communication skills with the ability to interpret and fully explain the impact of vulnerabilities as well as any recommended remediation to multiple knowledge levels.
Skills You Have:
Adaptive Communication (NM) - Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences.
Customer Centricity (NM) - Applies a customer first mindset to design and continuously improve solutions, systems, processes, and services that support enterprise strategy, impact critical business outcomes, and drive organizational success.
Data Security (NM) - Ensures customer privacy, confidentiality, and appropriate access to PII, PHI, and other individual private data. Assures adherence to legal/regulatory requirements, including but not limited to, HIPAA and product specific knowledge. Ensures practices, policies, and procedures are aligned to legal requirement for data management.
DevOps (NM) - Applies continuous integration and delivery to implement applications and services at a higher velocity.
Scripting & Integration (NM) - Applies scripting knowledge to automate and integrate different transactional systems to carry out a task or automation; uses systems that facilitate or automate one or more business application solutions, including records maintenance, inventory management, process analytics, and general admin.
Security Practices (NM) - Undertakes best practices of technologies, policies, and processes designed to protect networks, devices, programs, and data from attack, damage, or unauthorized access.
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$75,600.00Pay Range - End:
$113,400.00Geographic Specific Pay Structure:
Structure 110:
$83,200.00 USD - $124,800.00 USDStructure 115:
$86,960.00 USD - $130,440.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Engineering Expertise & Practices (NM) - Beginner, System Development (NM) - Beginner, Strategic Thinking (NM) - Beginner, Adaptive Communication (NM) - Beginner, Cross Functional Partnering & Planning (NM) - Beginner, Triage (NM) - Intermediate, Risk Management (NM) - Beginner, Security Practices (NM) - Beginner, Cloud & IT Infrastructure (NM) - Intermediate, Learning Agility & Critical Thinking (NM) - Intermediate, Data Security (NM) - Beginner, DevOps (NM) - Beginner, Application Security (NM) - Beginner, Scripting & Integration (NM) - Beginner, Analytical Thinking (NM) - Beginner, Threat Awareness (NM) - Beginner, Technology R&D (NM) - Beginner, Cloud Security (NM) - Beginner, Customer Centricity (NM) - Beginner, Vulnerability Assessment & Management (NM) - Beginner
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Supports the development and administration of all aspects of the regulatory compliance programs as assigned, including compliance policies and procedures, portfolio compliance, compliance training, testing and risk management, vendor due diligence and oversight, violations management, regulatory filings and reporting. Focused on compliance support of Northwestern Mutual’s registered investment adviser and private fund products. May also work in support of other department and team compliance responsibilities, including compliance services to the company’s registered mutual fund family.
What You'll Do:
Assist in all aspects of the administration of Rule 206(4)-7 compliance programs, as needed.
Assist in the preparation of regulatory filings, including but not limited to Forms ADV and PF.
Assist in the preparation and review of regulatory disclosures, marketing and advertising materials, and responses to investor and other due diligence requests.
Support the periodic distribution and review of compliance policies and procedures.
Prepare compliance reports and related materials for boards and committees.
Serve as compliance staff on various governance committees and working groups.
Assist in core compliance monitoring practices, including account guidelines monitoring, compliance with regulatory rules and electronic communications monitoring.
Coordinate and assess compliance related reports and other information from internal and external sources with the overall design and purpose of the compliance program in mind and assist in the identification and design of program enhancements as a result.
Interact with key stakeholders to provide compliance support, including portfolio management and other business partners, investment operations, administration, accounting, legal, and internal audit.
Support the design and administration of compliance testing programs, including the transactional testing environment within the portfolio compliance system and the forensic testing schedule.
Support compliance oversight of sub-advisers and other service providers, including frequent communication with compliance staff, distribution and review of annual and quarterly questionnaires, participation in virtual and on-site (as practicable) due diligence calls, and documentation of findings.
Support the administration of the code of ethics and personal trading policies, including training, addressing inquiries, managing periodic certifications, brokerage statement reviews, violations reporting, and preparation and review of statistical trend reporting.
Administrative support of compliance team daily operations, including preparation and maintenance of internal compliance calendars and timelines, working group agendas, statistical reports and other administrative tasks and projects, as needed.
Participate in various compliance group projects and initiatives.
Continuously enhance internal processes, project workflows and other procedures
Other compliance-related duties as assigned.
What You'll Bring to the Role:
BA/BS is required.
Minimum of 6 years professional experience, preferably with regulatory background in compliance, legal, audit or risk management.
Demonstrated competency with compliance, reporting, and data systems and tools (e.g., Bloomberg, FIS Employee Compliance Manager (formerly, FIS PTA), Portfolio Tracker, Micro Focus, truView, etc.).
Highly proficient with Microsoft Office products: Word, Excel, Access, Power BI, and PowerPoint
Self-motivated with the ability to work both independently and in a team environment is also required.
Ability to balance multiple tasks and effectively manage completing and changing priorities and deadlines.
Ability to build consensus around compliance related policies, decisions and diplomacy.
Demonstrated attention to detail.
Seeks opportunities to learn and volunteers for and shows initiative on tasks and projects.
Excellent organizational, problem-solving, decision-making and time management skills.
Excellent written and verbal communication skills.
High level of integrity.
Skills You Will Have:
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$89,360.00Pay Range - End:
$134,040.00Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Decision Making (NM) - Intermediate, Risk Assessment & Identification (NM) - Intermediate, Cross Functional Partnering & Planning (NM) - Intermediate, Project Management (NM) - Advanced, Continuous Improvement (NM) - Intermediate, Policy & Procedure (NM) - Intermediate, Attention to Detail (NM) - Advanced
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Provide professional actuarial advice/services critical to development, implementation and maintenance of the Company's insurance, disability, annuity, and long-term care products. The Actuarial Department develops appropriate premiums, dividends, reserves, and surplus requirements by analyzing mortality, morbidity, persistency, investment and expense experience, striving to maintain equity and consistency among all policy owner underwriting classes, while safeguarding the Company's long term financial strength. Perform/supervise actuarial work required to advise on matters related to product pricing, dividend setting, reserve levels, mortality/morbidity issues, and field compensation. Additionally, strive to keep current on actuarial techniques, and on laws and regulations pertinent to your area of expertise; provide guidance to others within your assigned field of expertise.
Primary Duties and Responsibilities
The following areas are examples of teams that could have roles available for the right candidate. While each role has its own various duties and responsibilities, each would provide opportunities for candidates to stretch into new areas and fields of expertise based on interests and long-term development objectives.
Life Insurance Pricing: Uphold Northwestern Mutual’s industry-leading life insurance product line. This role includes new product design and pricing, implementation of evolving regulations, and management of inforce policies, all while ensuring equity across all life insurance policyowners.
Long-Term Care Insurance Pricing: Implement and maintain products that offer a long-term care insurance benefit. This role works with innovations in the long-term care product suite, including death benefit acceleration riders and our new life/long-term care hybrid insurance product, Long-Term Advantage.
Valuation: Perform Principle Based Reserve (PBR) calculations, analysis, and reporting. Investigate assumptions used; work with model development team to implement regulatory changes in modeled reserves; present results to senior management. As new products fall under a principle based framework, work with team to develop new process and calculations.
Modeling: Design enhancements or new features for Northwestern Mutual’s in-house models used for pricing, cashflow testing, reserving, and corporate projections while working closely with model users. This role offers candidates a variety of experiences with our product suite and company financials and a high degree of flexibility to direct which projects best suit their interests.
Qualifications
Attainment of Fellow of the Society of Actuaries (FSA) designation.
A minimum of five years proven actuarial experience.
Strong communication skills.
A high degree of expertise in one or more areas of Department activities.
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$130,800.00Pay Range - End:
$196,200.00Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Analytical Thinking (NM) - Advanced, Risk Management (NM) - Advanced, Customer Centricity (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Advanced, Risk Evaluation (NM) - Advanced, Data Analytics (NM) - Expert, Scenario Planning (NM) - Advanced, Organizational & Political Savvy (NM) - Intermediate, Strategic Thinking (NM) - Intermediate, Negotiation & Managing Objection (NM) - Intermediate, Adaptive Communication (NM) - Advanced, Insurance Finance & Actuarial Acumen (NM) - Advanced, Storytelling through Data (NM) - Advanced, Insurance Products (NM) - Advanced, Attention to Detail (NM) - Expert, Process Improvement (NM) - Advanced, Statutes & Regulation (NM) - Advanced, Learning Agility & Critical Thinking (NM) - Advanced, Actuarial Modeling (NM) - Expert
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Provide professional actuarial advice and services to NML staff and assist in the achievement of overall Company goals by participating in departmental and corporate projects. Act as a consultant to team members and train actuarial specialists. Accountable for use of sound actuarial principles in all decisions concerning the design of assigned projects. Responsible for efficient use of resources, good business judgment and appropriate communication including clear reporting of results. Consider relevant business information such as industry trends or related projects.
What You'll Do
Use sound actuarial principles in all decisions concerning the design of assigned projects.
Consult and advise to both internal and external clients which is based on sound actuarial principles and good business judgment.
Complete projects in a timely manner. Efficiently use resources, good business judgment and appropriate communication including clear reporting of results.
Consider relevant business information such as industry trends or related projects in end results.
What You'll Bring to the Role:
Must be an Associate of the Society of Actuaries (or equivalent experience and qualifications).
Knowledge and experience in actuarial subjects as well as Company, industry, or regulatory practices and procedures.
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$81,280.00Pay Range - End:
$121,920.00Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Process Improvement (NM) - Intermediate, Statutes & Regulation (NM) - Beginner, Insurance Finance & Actuarial Acumen (NM) - Intermediate, Scenario Planning (NM) - Beginner, Strategic Thinking (NM) - Beginner, Storytelling through Data (NM) - Intermediate, Negotiation & Managing Objection (NM) - Beginner, Data Analytics (NM) - Intermediate, Cross Functional Partnering & Planning (NM) - Beginner, Analytical Thinking (NM) - Intermediate, Adaptive Communication (NM) - Intermediate, Risk Management (NM) - Beginner, Learning Agility & Critical Thinking (NM) - Intermediate, Organizational & Political Savvy (NM) - Beginner, Risk Evaluation (NM) - Beginner, Attention to Detail (NM) - Intermediate, Insurance Products (NM) - Intermediate, Customer Centricity (NM) - Beginner, Actuarial Modeling (NM) - Intermediate
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Completes accurate financial reporting for public and private fixed income and equity securities for Northwestern Mutual and related entities. Completes processes to ensure accurate monthly, quarterly and annual reporting to internal management as well as external agencies and auditors. Assists in the monthly data integrity process to ensure the accuracy of the securities system and its associated financial processing routines in recording the assets, income, and gains and losses of securities investments held by Northwestern Mutual and related entities.
What You'll Do:
Preparation of the investment portion of the quarterly and annual statement filings with state insurance regulators and Statutory audited financials.
Complete monthly closing of the Peoplesoft accounting system and its associated financial processing routines of recording the assets, income, and gains and losses of Northwestern Mutual and related entities to ensure that proper Statutory and U.S. GAAP principles are applied, including monthly reconciliations of the system.
The ability to effectively maintain relations within subgroups in Investment Accounting, divisions within Controllers, Treasury and Investments Operations, Securities, Legal and other company departments as needed.
Prepares additional periodic reporting as requested.
Researches and recommends appropriate actions regarding Statutory and U.S. GAAP regulatory changes impacting the accounting for securities investments.
Represents Investment Accounting (where needed) during system upgrade projects, including evaluating new system functionality and its impact on Investment Accounting and identifying problems and improvement opportunities related to the reporting and financial processing components.
Maintains Model Audit Rule documentation.
What You'll Bring to the Role:
Bachelor's degree in accounting, or related field or equivalent education plus experience required.
Minimum of 5 years of relevant professional accounting experience.
Public accounting experience preferred.
Certified Public Accountant (CPA) designation preferred.
A strong working knowledge of accounting principles and practices related to investment products, demonstrated decision making and analytical skills.
Strong written and oral communication skills.
Ability to effectively maintain relations within subgroups in Investment, accounting, divisions within Controllers, Treasury and Investments Operations, Securities, Legal and other company departments as needed.
A high degree of personal initiative and self-motivation is required.
Proficiency in Microsoft applications, specifically Excel, and PeopleSoft applications.
Ability to work independently to find solutions to issues and to train and review colleagues work.
Ability to identify and drive forward efficiency opportunities.
Adaptive Communication: Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences.
Attention to Detail: Focuses on specific details to spot and correct errors in advance of them being found and surpass quality expectations. Performs work with thorough proofreading for presentation, content, accuracy, and overall quality.
Cross Functional Partnering & Planning: Facilitates collaboration, communication, coordination, and planning with individuals and teams from different functions within the organization, and who have different areas of expertise, to achieve common goals.
Financial Acumen: Applies the knowledge of financial statements, financial analysis, budgeting, forecasting, and financial modeling to ensure decisions are fiscally sound and responsible.
Financial Securities: Demonstrates knowledge of various types of financial instruments such as stocks, bonds, derivatives, structured securities, and alternative investments to effectively engage with stakeholders involved in the investment process.
Learning Agility & Critical Thinking: Pursues learning and obtains knowledge continuously in relevant fields, methods, or technologies in current and future practices; continuously utilizes critical thinking to identify opportunities, execute solutions, and measure impact to constantly improve existing practices and processes based on feedback, lessons learned, and market trends.
Process Improvement: Assesses the current processes and impact to analyze, design, and manage potential improvement areas for more efficient, effective workflow.
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$81,280.00Pay Range - End:
$121,920.00Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Cross Functional Partnering & Planning (NM) - Advanced, Statutory Accounting (NM) - Advanced, Audits (NM) - Advanced, Financial Acumen (NM) - Advanced, Business Automation (NM) - Intermediate, Financial Reporting (NM) - Advanced, Internal Controls (NM) - Advanced, Adaptive Communication (NM) - Intermediate, Financial Accounting Principles (NM) - Advanced, Attention to Detail (NM) - Advanced, Storytelling through Data (NM) - Advanced, Financial Securities (NM) - Advanced, Process Improvement (NM) - Advanced, Learning Agility & Critical Thinking (NM) - Advanced
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Supervises investment and insurance business and activity, in a collaborative team environment, to ensure compliance with firm policies and industry regulations. Partners with Northwestern Mutual field force daily to help them grow their business the right way.
What You'll Do:
Open and process new brokerage and advisory accounts in accordance with firm policies and regulatory standards.
Open and review new annuity policy applications, ensuring accuracy, completeness, and proper documentation prior to approval.
Perform daily review of advisory Investment Policy (IP) violations and conduct required annual advisory account reviews, escalating exceptions as appropriate.
Review and supervise securities-related correspondence, including flagged email and social media communications between financial representatives and clients.
Approve correspondence in compliance with regulatory requirements and firm policies and procedures; escalate higher‑risk or non‑standard correspondence to the appropriate field supervisor for resolution.
Perform transaction supervision using designated compliance monitoring systems (e.g., Securities Monitoring and Review Tool (SMART)).
Work closely with a small number of small to mid-sized Network Offices and their accompanying supervisory teams to ensure appropriate monitoring and supervision is conducted in accordance with regulatory requirements, as well as firm policies and procedures.
Play a consultative and advisory role to the field supervisors to review and discuss opportunities for workflow improvement, training, and/or documentation within their network office. Perform suitability review and ultimate approval of newly submitted brokerage and advisory accounts.
Work with supervision team to provide feedback and information on the observed trends found by the Supervision Support Team. Information provided outlines areas of concerns associated with the timeliness and/or documentation of supervisory reviews that have been unaddressed and require action to minimize business risk and ensure regulatory compliance.
For the assigned supervision and surveillance systems, provide support to the subject matter expert of the respective system (e.g. provide feedback and support with system enhancements to help with implementation). Participate in the discussions related to the creation, testing and implementation of annual system enhancements.
At the direction of the subject matter expert, provide value by assisting in the completion of miscellaneous basic projects required to improve the overall effectiveness of the system. Participate as a resource on basic divisional project teams.
What You'll Bring to the Role:
Bachelor's Degree in business, finance or related field and/or equivalent work experience.
2 years of experience in a professional level position in insurance or financial services industries required.
2 years of professional level experience in core product lines (some combination of life insurance, DI, and LTC), mutual fund, and/or general security related experience.
Series 7 & 24 licenses must be obtained within 6 months.
Strong analytical, as well as strong written and oral communication skills needed.
Strong foundation on NMIS policy and procedure and regulations is needed.
Ability to work with all levels of management within the field and home office.
Demonstrated ability to manage multiple issues to resolution in a timely manner while maintaining good relationships with internal and field clients.
Ability to understand both business and compliance issues and effectively communicate with both compliances and field sales associates.
Skills You Have:
Attention to Detail: Focuses on specific details to spot and correct errors in advance of them being found and surpass quality expectations. Performs work with thorough proofreading for presentation, content, accuracy, and overall quality.
Decision Making: Makes timely, data-driven decisions by understanding the probability of success, identifying risks, gathering business requirements, and developing value statements.
Policy & Procedure: Analyzes current policies and procedures, identifies gaps or areas for improvement, and develops and implements new policies and procedures to address those gaps. Ensures compliance with regulatory requirements and industry standards, as well as effectively communicates policies and procedures to employees and stakeholders. Understands the various components of a workflow, identifies bottlenecks, and implements improvements to increase productivity, reduce costs, and streamline operations.
Risk Assessment & Identification: Leverages industry knowledge to determine and seek hazards that could potentially prevent the program, enterprise, or investment from achieving their objectives; designs systematic processes of identifying severity of hazards and evaluating the scale and impacts of any associated risk on the business.
#LI-Hybrid
This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 24 - FINRA, Series 7 - FINRA, SIE - FINRACompensation Range:
Pay Range - Start:
$60,880.00Pay Range - End:
$91,320.00Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Decision Making (NM) - Beginner, Attention to Detail (NM) - Beginner, Project Management (NM) - Beginner, Compliance Metrics, Monitoring & Reporting (NM) - Beginner, Cross Functional Partnering & Planning (NM) - Beginner, Strategic Thinking (NM) - Beginner, Policy & Procedure (NM) - Beginner, Continuous Improvement (NM) - Beginner, Industry Knowledge (NM) - Beginner, Risk Assessment & Identification (NM) - Beginner
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Responsible for the day to day analysis and recommendation of trust investment strategies for Northwestern Mutual Wealth Management (WMC) and advisory accounts. Provides guidance to the field on approved investment strategy policies and programs. Assists in the recommendations and coordination of WMC's investment policy.
Primary Duties & Responsibilities
Provides proactive support for the investment needs and questions of field financial advisors and Wealth Management Advisors. The investment consultant will be a key resource for field advisors and registered representatives and will be instrumental in facilitating their investment-related client discussions. Carefully evaluate and recommend client investment solutions.
Consults to trading, portfolio rebalancing, transition management, proxy voting, portfolio construction, investment performance, security selection, security research, investment planning and financial markets.
In depth knowledge of market and fund/manager data concerning the investment strategies and tactics of these investments and their impact on account performance.
Performs ad hoc due diligence and research on stocks, bonds, mutual funds and other investment vehicles as requested by advisors.
In depth understanding of investment advisory product offerings with ability to understand customer needs and identify appropriate product solutions.
Conducts supervisory activities related to our rep-as-PM program including approval of advisory program non-standard proposals, investment transition plans, ineligible securities and qualified retirement plans.
Integral member of the investment team, including potential participation in Investment Committee or Investment Strategy Committee meetings as well.
Qualifications
Bachelor's degree or equivalent experience, MBA preferred
Minimum 5 years relevant work experience in the financial services industry to include a broad knowledge of markets, investments, economics, accounting, and financial tools, such as Bloomberg, Morningstar, etc.
Demonstrated ability to focus on customer financial needs and continually search for investment strategy alternatives that meet these needs.
Ability to make sound and consistent investment strategy recommendations.
Independent, driven individual with strong work ethic and desire to engage in continuous learning related to the role, markets and investments
Experience working with an investment sales force including the ability to persuade and explain complex investment topics.
FINRA registrations are permissible for this position.
Solid oral and written communication skills.
The role may involve a certain amount of travel.
CFA, CFP or progress towards achieving the designation
Compensation Range:
Pay Range - Start:
$89,360.00Pay Range - End:
$134,040.00Geographic Specific Pay Structure:
Structure 110:
$98,320.00 USD - $147,480.00 USDStructure 115:
$102,800.00 USD - $154,200.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Field Consulting (NM) - Advanced, Account Performance Monitoring (NM) - Intermediate, Cross Functional Partnering & Planning (NM) - Intermediate, Behavioral Finance (NM) - Intermediate, Investment Performance Reporting (NM) - Intermediate, Investment Advisory (NM) - Intermediate, Financial Market Monitoring (NM) - Intermediate, Portfolio Management (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Economic Acumen (NM) - Intermediate, Investment Research (NM) - Intermediate, Attention to Detail (NM) - Advanced, Financial Services Industry Acumen (NM) - Intermediate, Storytelling through Data (NM) - Advanced, Portfolio Construction (NM) - Intermediate, Investment Products (NM) - Intermediate
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Northwestern Mutual is a FORTUNE 109 company with $41B in revenue that provides a wide range of financial services to free Americans from financial anxiety. As the leading provider of life insurance, we generate an impressive revenue of $40 billion and serve over 5 million customers.
Role Summary
We are seeking a Vice President, Medical Director - Claims for our medical organization, to serve as a senior medical authority who will bridge clinical medicine with risk management. They will translate medical science into underwriting guidelines, assess mortality/morbidity risks for high-value policies, guide claims assessment, and ensure regulatory compliance.
Our medical team currently consists of approximately 30 industry professionals including RNs, MDs and Dos. This specialized team has recreated the collegial environment from days in clinical practice. The focus is to find innovative ways to promote health, predict risk and prevent mortality and morbidity experience, while setting the tone for the entire enterprise.
Job Responsibilities
Support company goals for mortality and morbidity by setting medical standards for Life, Disability, and Long-Term Care products.
Facilitate expertise to utilize the standards by supporting the education of the underwriters.
Bring medical consultations and leadership to a broad spectrum of Company departments (Actuarial, Law, Government Relations, Compliance, Communications, Philanthropy, Innovation, NM Venture Funds).
Provide medical case consultations/referrals with underwriting and benefits areas (Life, Disability, and Long-Term Care).Direct or participate in special projects and committees as designated by the Vice President and Chief Medical Director.
Train and onboard Associate Medical Directors new to insurance medicine.
Perform 2nd sign reviews on Jumbo Life cases.
Collaborate with the CV Medical Consultants (RNs) for Cardiovascular Risk Assessment.
Contribute to insurance medicine associations which include planning meetings, speaking at industry events and conferences, holding office, and setting professional standards.
Partner and support internal stakeholders from underwriting, claims, field and policyowners and offer guidance complex medical claims issues including contestable death claims.
Qualifications:Complete a MD or DO degree, primary care residency training, and at least 3 years of clinical experience.Achieve and maintain Board certification in Internal Medicine, Med/Peds, or Family Medicine.Achieve and maintain medical licensing in the state of WisconsinDemonstrate excellent communication skillsAbility to write medical standardsAbility to present at industry meetingsAbility to perform training sessionsAbility to interact professionally with the underwriters, claims analysts, field and policyownersAttainment of Board Certification in Insurance Medicine.Demonstrate digital proficiency with case management and medical record platforms.Exhibit ethical behavior and demonstrate excellent judgment.Be comfortable with change and have flexibility to be a change agent
Compensation Range:
Pay Range - Start:
$220,000.00Pay Range - End:
$330,000.00This role is eligible for additional short-term and long-term incentive compensation.
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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Medical Case Consultation (NM) - Expert, Strategic Vision & Planning (NM) - Advanced, Customer Centricity (NM) - Expert, Risk Assessment & Identification (NM) - Expert, Insurance Acumen (NM) - Expert, Digital Health Data (NM) - Expert, Coaching & Mentoring (NM) - Expert, Learning Agility (NM) - Expert (Inactive), Statutes & Regulation (NM) - Expert, Information Gathering (NM) - Advanced, Medical Acumen (NM) - Expert, Underwriting Practices (NM) - Expert, Medical Standards (NM) - Expert, Decision Making (NM) - Expert, Medical Risk Assessment (NM) - Expert, Technical Problem Solving (NM) - Expert, Underwriting Research (NM) - Expert, Data Application (NM) - Advanced, Business Influence (NM) - Advanced, Accountability (NM) - Expert, Medical Trends & Directions (NM) - Expert, Attention to Detail (NM) - Expert, Adaptive Communication (NM) - Expert, Mortality, Morbidity, & Risk Analysis (NM) - Expert
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Northwestern Mutual (NM) has been helping families and businesses achieve financial security for over 165+ years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. To help guide the collaborative effort, we are in search of a Software Engineer III to join our team.
What You’ll Do
Northwestern Mutual’s Institutional Investments organization manages complex, long-term portfolios supporting the company’s insurance and financial obligations. We are seeking an engineer with exceptional SQL expertise to help drive high-quality, data-driven investment decisions.In this role, you will design and deliver high‑quality analytics solutions that support portfolio management, asset allocation, risk analysis, and strategic initiatives. You will work closely with investment professionals, risk teams, actuarial partners, and technology stakeholders, leveraging a modern analytics stack including Snowflake, dbt, Python, Streamlit, and AI‑driven methods.
What You’ll Bring to the Role
Act as a SQL subject-matter expert, writing and optimizing complex queries for large-scale analytical workloads
Design and maintain analytical data models in Snowflake using dbt
Build investments insights data product
Develop advanced SQL transformations using window functions, CTEs, and performance-aware patterns
Create Streamlit-based analytics applications
Apply AI/ML techniques to enhance investment insights
Ensure data quality, governance, and documentation
Assess and provide solutions to system-wide architectural problems.
Utilize working relationships across teams within their division.
Write clean, efficient, and maintainable code, adhering to coding standards and guidelines.
Practice Agile methodologies, analyze project requirements, and establish relationships with data owners and experts.
Contributes to technical discussions and decision-making processes within the team.
Translate raw data into usable business information to achieve business value.
Required Qualifications
5+ years of experience in data analytics within finance or insurance
Expert-level SQL including complex joins, window functions, and query optimization
Strong experience with Snowflake, dbt, and Python
Deep understanding of data warehousing
Excellent communication skills
Preferred Qualifications
Institutional investment experience
Familiarity with market data, risk and performance systems
Experience with CI/CD and analytics engineering practices
Experience in AWS services and integrating Snowflake with cloud-native services.
Familiarity with data governance tools like Collibra, Axon, Alation.
Familiarity with Business Intelligence tools like Power BI and Tableau.
Skills You’ll Have
Analytical Thinking: Organizes and compares various aspects of a situation to comprehend and identify key or underlying complex issues through the use of quantitative data and analysis; leverages strong business acumen, problem solving, and interpersonal skills to think critically about situations from multiple perspectives and consistently seeks ways to improve processes.
Business Application: Utilizes both business acumen and technology expertise to translate business requirements/capabilities into technical solutions and applies technical knowledge of a product/platform/application to align it with a particular line of business (LOB) based on the organization's technology needs and business goals.
Data Literacy: Utilizes appropriate data for a particular purpose by thinking critically about information yielded by data analysis; applies data analytics tools/methods and their appropriate purposes and recognizes when data is being misrepresented to resolve issues or escalate to the appropriate party.
Software Problem Solving: Conducts in-depth analysis of technology needs, issues, and roadblocks within assigned scope, applies experience and expertise to apply best practices, explore the “art of possible”, and deliver blueprints for the most effective and efficient solutions. Detects and removes existing and potential errors in software code or a system that can cause it to behave unexpectedly or operate incorrectly. Leverages common software tools/debuggers and logical thinking for root causing issue.
LI-Hybrid
Compensation Range:
Pay Range - Start:
$108,160.00Pay Range - End:
$162,240.00Geographic Specific Pay Structure:
Structure 110:
$118,960.00 USD - $178,440.00 USDStructure 115:
$124,400.00 USD - $186,600.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Release Management (NM) - Intermediate, DevOps (NM) - Intermediate, Application Security (NM) - Intermediate, Cloud Technology (NM) - Intermediate, Cross Functional Partnering & Planning (NM) - Intermediate, IT Strategy (NM) - Beginner, Data Literacy (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Strategic Thinking (NM) - Intermediate, Analytical Thinking (NM) - Intermediate, Business Application (NM) - Intermediate, Professional Curiosity (NM) - Intermediate (Inactive), Software Problem Solving (NM) - Intermediate, Root Cause Analysis & Decision Quality (NM) - Intermediate, Adaptive Communication (NM) - Advanced, Technical Solution Development (NM) - Intermediate (Inactive), Software Development (NM) - Intermediate, Coaching & Mentoring (NM) - Beginner, Application Performance Management (NM) - Intermediate
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Support the Company's overall expense management process, focusing on ensuring optimal use of Company resources and ultimately protecting or maintaining product value and financial strength either at the corporate level or for an assigned function/department. Develop timely and accurate expense reporting and provide value-added expense management consultation and analysis. This includes consulting with business partners and building financial models to evaluate strategic decisions, providing complex financial analysis, developing forecasts and budgets, comparing expectations to peers and/or internal expectations, evaluating and presenting options and prioritizing solutions across the company.
What You'll Do:
Interacts with executive officers, department heads, and other members of senior management to provide meaningful expense management consultation and analysis and presents recommendations to aid in decision-making.
Proactively identifies issues and facilitates discussions to resolve those issues across functions and departments.
Independently meets with managers and directors to understand department operations and resulting cost structure.
Coordinates monthly reporting of all expenses to meet financial reporting needs of the department.
Monitors spend, develops forecasts and budgets and analyzes expense results.
Applies creativity and innovation in identifying process improvements and other opportunities for the function/departments to better manage expenses or reduce spend.
Responsible for building complex financial models to predict and understand the business as well as actual results. Understand cost drivers, internal metrics, unit costs and benchmarking for tracking and comparing results.
Challenge assumptions made in forecasts and projections.
Make connections to understand and integrate internal best practices to best support overall business objectives.
Assures that all expense activity follows the appropriate accounting controls, policies and procedures and is appropriately accounted for on the general ledger in compliance with statutory and/or GAAP accounting standards.
May be responsible for developing strategies to best utilize systems and maintaining expertise over financial reporting systems (Such as PeopleSoft, IBM TM1 system, Apptio, or Project Portfolio Management).
May be responsible for corporate expense projections, metrics, accounting for payroll, fixed assets and intercompany charges between NM and its subsidiaries, procure to pay process or other corporate processes.
Leads special projects and assignments related to expense management, product line allocations, financial reporting, process improvements, or other projects as requested by division leaders.
Collaborates with other enterprise resources in Human Resources, Corporate Strategy or Planning Coordinators.
What Experience You'll Bring:
Bachelor's degree in accounting, finance, business administration, or related degree with accounting emphasis preferred.
Typically, 5 or more years of financial management experience and/or financial planning and analysis experience.
Strong analytical, planning, organization, budgeting, problem solving, negotiation, oral and written communication skills are essential to this role.
Ability to develop and interpret financial models for complex analysis.
Demonstrated ability to make effective decisions and influence without authority at all levels of leadership.
Ability to maintain confidentiality and manage multiple assignments concurrently while effectively prioritizing.
Ability to develop and present recommendations to management.
Ability to build rapport and acceptance at different levels of management and across various departments.
#LI-Hybrid, #LI-Onsite
Compensation Range:
Pay Range - Start:
$81,280.00Pay Range - End:
$121,920.00Geographic Specific Pay Structure:
Structure 110:
$89,440.00 USD - $134,160.00 USDStructure 115:
$93,440.00 USD - $140,160.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Resource Management (NM) - Intermediate, Process Improvement (NM) - Intermediate, Financial Acumen (NM) - Advanced, Process Mindset (NM) - Intermediate, Business Automation (NM) - Intermediate, Storytelling through Data (NM) - Intermediate, Cross Functional Partnering & Planning (NM) - Intermediate, Financial Analysis (NM) - Intermediate, Business Acumen (NM) - Intermediate, Financial Forecasting (NM) - Advanced, Consulting (NM) - Intermediate, Expense Reporting Management (NM) - Advanced, Learning Agility & Critical Thinking (NM) - Intermediate, Attention to Detail (NM) - Advanced
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
The Assistant Director, Talent Management Experience Design for Career & Talent Planning owns the end-to-end design, execution, and continuous improvement of enterprise processes and experiences that empower employees to invest in their growth and strengthen the talent pipeline required to sustain and accelerate business performance.
This role is committed to the employee-facing experience, designing and curating an ecosystem that empowers individuals to explore career possibilities, set meaningful development goals, and track progress against a personalized growth plan that is integrated into the flow of work. The role also ensures these processes and experiences are effective, scalable, and aligned with business priorities, talent strategy, skills development, and the organization’s culture and behaviors.
By leveraging talent data, skills insights, fit-for-purpose technology, and AI-enabled tools, this role ensures career and development experiences do not live in isolation by connecting them to talent review and calibration processes and agile succession approaches. In doing so, it makes individual growth aspirations visible to the organization, continuously informs leadership pipelines with real-time development data, and enables talent readiness to be assessed and acted upon with consistency and rigor.
Partnering closely with HR Business Partners and key stakeholders, the Assistant Director brings fresh perspectives to complex talent challenges, influences across functions and leadership levels, and translates people data and business insights into experience designs that reduce critical talent risk, strengthen organizational resilience, and create the conditions for both individual fulfillment and enterprise growth.
What You'll Do:
Enterprise Talent Process Ownership
Own the end-to-end design of the enterprise career, talent review & succession philosophy and processes, including: career planning, development planning, continuous career & development conversations, talent review & calibration, succession planning, and skill development.
Own the enabling technology experience and requirements for these processes (e.g., Development Plans, Talent Card, Talent Marketplace, Gigs, Career Hub, career navigation tools, etc.).
Ensure talent processes are practical, leader and employee-friendly, and aligned with enterprise talent philosophy, business needs, and culture.
Accountable for supporting delivery of these talent processes through developing clear guidance, materials, draft communications, and readiness support for HR Business Partners, leaders, and employees.
Providing day-to-day support and management of processes, including escalated technical inquiries, issue coordination, and follow-through with HR stakeholders.
Utilize talent analytics and relevant success metrics to assess the effectiveness of cycles, monitor adoption, gather insights for continuous improvement, and track progress and outcomes.
Continuous Improvement
Lead retrospectives and synthesize quantitative and qualitative feedback to identify opportunities to simplify and strengthen these talent processes.
Translate insights into clear recommendations and design enhancements that improve clarity, consistency, impact, and the employee, leader, and HR experience.
Stakeholder Partnership & Enablement
Serve as a primary point of contact for HR on enterprise talent management processes. Strengthens knowledge management for HR Services and HR business partners.
Provide consultation, guidance, and problem-solving support related to process execution, interpretation, and application.
Develop and deliver enablement materials (e.g., toolkits, job aids, FAQs, talk tracks, training, etc.) to support consistent enterprise adoption.
Creates automated and scalable self-service support through AI tools to quickly surface accurate guidance for employees, leaders and HR, reducing the day-to-day support requests.
Partners with the HR Advisory team to brainstorm and enable Career Center consultations related to career development and talent review & succession, including career planning and development action guidance.
Partners with HR Technology and Talent analytics to modernize and scale our talent management practices through fit-for-purpose tools, digital workflows, enhancements, and data-informed capabilities.
What Experience You'll Bring:
Education
Bachelor’s degree in Human Resources, Business Administration, Organizational Development, or a related field required
Graduate degree strongly preferred
Experience
6–8 years of experience in talent management, organizational effectiveness, or related HR disciplines with a focus on high-impact, enterprise talent processes
Demonstrated experience leading enterprise-wide talent management processes (e.g., career development, talent reviews, succession planning, and skills)
Experience partnering with HR Business Partners
Experience leveraging Workday as a process owner to drive mature, scalable talent management processes and insights.
Skills & Capabilities
User-Centered Design Process: Designs products, services, and experiences that are tailored to the needs, preferences, and behaviors of the end-user.
Customer Centricity: Applies a customer first mindset to design and continuously improve solutions, systems, processes, and services that support enterprise strategy, impact critical business outcomes, and drive organizational success.
Stakeholder Relationship: Organizes, influences, monitors, and improves relationships with key stakeholders; systematically identifies stakeholders and analyzes their needs and expectations to support in planning and decision making while implementing various tasks to engage with them.
Cross Functional Partnering & Planning: Facilitates collaboration, communication, coordination, and planning with individuals and teams from different functions within the organization, and who have different areas of expertise, to achieve common goals.
Consulting: Connects with stakeholders to understand and gain specific information to help resolve customer problems in a given domain. Communicates effectively intent to customers, solicits customer requirements, utilizes domain knowledge and collaborates with the right stakeholders.
Executive Presence: Builds and maintains an authentic personal brand, inspiring and motivating people to pursue a desired outcome by sharing a clear vision and demonstrating confidence, professionalism, self-awareness and trust with business stakeholders.
Business Influence: Collaborates, communicates and influences direct reports, stakeholders, and other business functions based on understanding of the marketplace, organizational needs, and the client as a people manager.
Change Management: Acts as an advocate for change as well as identifying gaps/issues that should be addressed to deliver optimal client/field experiences. Leads change management, when driving technology or process improvements, applying relevant change acceleration, risk mitigation, and stakeholder management methodologies and best practices. Analyzes business trends and current state to develop a case for change that aligns with business strategy. Implements plans and strategies to manage organizational and behavioral changes by aligning leaders and engaging impacted stakeholders.
Adaptive Communication: Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences.
Learning Agility & Critical Thinking: Pursues learning and obtains knowledge continuously in relevant fields, methods, or technologies in current and future practices; continuously utilizes critical thinking to identify opportunities, execute solutions, and measure impact to constantly improve existing practices and processes based on feedback, lessons learned, and market trends.
Strategic Thinking: Uses critical thinking and knowledge of business demand to plan, design, prioritize and execute high impact initiatives and programs.
Analytical Thinking: Organizes and compares various aspects of a situation to comprehend and identify key or underlying complex issues through the use of quantitative data and analysis; leverages strong business acumen, problem solving, and interpersonal skills to think critically about situations from multiple perspectives and consistently seeks ways to improve processes.
#LI-Remote, #LI-Hybrid
Compensation Range:
Pay Range - Start:
$108,160.00Pay Range - End:
$162,240.00Geographic Specific Pay Structure:
Structure 110:
$118,960.00 USD - $178,440.00 USDStructure 115:
$124,400.00 USD - $186,600.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
What you’ll do:
Drive execution: Lead NTP workstreams from strategy through execution; ensuring accountability by translating strategic objectives into clear milestones and measure progress against milestones. Unblock dependencies and resolve issues quickly.
Scale Value Delivery: Establish execution rigor through monitoring key program OKRs and KPIs and sequencing work to deliver the most value to NM quickly.
Shape the strategic narrative: Develop and deliver executive-level communications, progress reports, and strategic recommendations to senior leadership, translating complexity into clarity.
Problem Solver: Identify and eliminate systemic barriers, process bottlenecks, and organization friction that impede attainment of shared success measures
Credibility: Build credibility and influence across field leaders and field function partners to operate as a trusted advisor and deliver results through influence
Define clear ownership: Orchestrate decision forums and meeting cadences that enable, high‑quality decisions and clear ownership.
What you’ll bring:
10+ years of financial, insurance product and/or operations experience with proven success providing strategic leadership for initiatives or projects.
Strong understanding of Northwestern Mutual's products, distribution system, field operations and support needs.
Demonstrated strategic leadership and agility, including ability to see ahead clearly; anticipate future consequences and trends accurately, with broad knowledge and perspective.
Strong interest in people development and management, with experience building, leading and driving strong engagement of high-performing teams. Experience managing people leaders strongly desired.
Proven track record of integrating innovative thinking and continuous improvement to drive measurable business outcomes.
Demonstrated ability to build collaborative relationships across various functions and levels necessary to achieve outcomes and ensure strategic alignment.
Highly effective communication skills to build consensus, sell ideas and influence change; leading and collaborating with home office and field clients, group presentation and facilitation, and recommending strategy/approach to business unit leadership team.
Proven experience in creating and delivering compelling messaging, packaging, and communication of field presentations/programs. Demonstrated ability to turn concept into a field deliverable.
Proven experience leading all phases of project or program development including ongoing administration and consultative support.
Experience must demonstrate comfort in dealing with ambiguity and ability to change direction on the fly.
Must be able to influence change at times without management authority by influencing others to meet deadlines and quality expectations.
Compensation Range:
Pay Range - Start:
$160,000.00Pay Range - End:
$240,000.00Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
This role is responsible for assessing, benchmarking and creating insights around potential third-party planning software solutions in conjunction with our proprietary financial planning software. Create and maintain a competitive software fact-base that informs our planning and digital product strategy. Leads a team of Planning Excellence consultants who provide consultation on Northwestern Mutual’s financial planning philosophy into our digital platforms and ensuring all content regarding financial planning being produced by the Home Office aligns.
What You'll Do
Leads a team of Planning Excellence consultants responsible for overseeing cross-functional teams that analyze data related to financial planning and PX and developing insights and hypotheses regarding the role of financial planning by advisor and clients in driving Northwestern Mutual planning strategy.
Serve as the planning lead for the assessment of third-party solutions that fit within the NM planning ecosystem.
Leads competitive intelligence effort around digital platforms and capabilities within the financial planning space.
Overseeing work of others on cross-functional teams in developing requirements for PX planning software and content used by advisors regarding financial planning with responsibility for ensuring PX aligns with the FPP and planning best practices.
Leading and supervising work of others related to supporting for PX Engineering in providing use cases, assisting in developing and conducting user acceptance testing.
Preparing case studies on best practices for financial planning for use by Advisors or other stakeholders in preparing material for advisors, clients, home office stakeholders.
What You'll Bring
Proven leadership skills working with diverse teams.
Bachelor’s degree required.
Certifications or designations related to financial planning are preferred such as CFP®, CFA, ChFC, CLU.
7 - 10+ years of previous experience with digital planning platforms and capabilities.
Minimum of 5 years of experience in financial services or advice or planning industry
Knowledge and experience with Northwestern Mutual advisors, or other experience relevant to understanding Northwestern Mutual objectives required
Excellent written and verbal communication skills with the ability to build rapport internally, with field partners, and external vendors.
Ability to gain buy‑in and influence at all levels of leadership.
Strong short‑term and long‑term planning skills with the ability to manage resources to meet evolving business needs.
High degree of self‑motivation with demonstrated leadership, accountability, and initiative.
Demonstrated organizational agility with the ability to work across boundaries and collaborate effectively.
Exceptional business acumen with a focus on delivering measurable business impact.
Familiarity with financial planning software is required
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$144,000.00Pay Range - End:
$216,000.00Geographic Specific Pay Structure:
Structure 110:
$158,400.00 USD - $237,600.00 USDStructure 115:
$165,600.00 USD - $248,400.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
The Technology Solutions & Support Consultant is an on-site position embedded within network offices nationwide, dedicated to advancing financial advisors' sales effectiveness and practice growth through innovative technology solutions. This dual role involves optimizing technology configurations and driving technical product integration while simultaneously delivering customized consulting to align digital strategies with business objectives and championing the adoption of Northwestern Mutual’s technology suite. By spearheading strategic technology integration, the consultant transforms advisor practices, driving continuous improvement and fostering collaboration across all organizational levels.
What You'll Do:
Develop relationships with financial advisors (FA), FA teams, and network office (NO) leadership and their teams, focusing on understanding basic business objectives and support needs.
Assist advisors and teams in using Northwestern Mutual’s technology tools effectively, demonstrating how they enhance client-advisor experiences and productivity.
Utilizes extensive knowledge of computers, mobile devices, hardware, software configurations, operating systems, and LAN.
Develop a thorough understanding of the insurance and investment sales cycles to understand how technology can be integrated into business processes.
Apply consulting strategies to demonstrate technology benefits, focusing on clear communication to ensure audience understanding.
Provides advanced project consultation, and subject matter expertise to enterprise partners on technology needs, remodels, new office buildouts, and upgrades to enhance the customer experience.
Collect feedback from advisors and teams to relay to Home Office leadership, helping ensure technology solutions meet user needs.
Manages escalations and project management of enterprise technology implementations and upgrades, including communication and feedback to local and corporate leadership.
Support the identification of inefficiencies with guidance, suggesting simple technology applications to improve advisor practices.
Participate in planning sessions to support goal achievement, learning strategic methods to increase productivity and client satisfaction.
Assist in delivering training on technology best practices, facilitating classes under supervision to promote effective tool usage.
Help prepare users for new technology deployments by assisting with training and communication of benefits.
Handles vendor management of third-party technology solutions providers and implementations, ensuring effective collaboration and integration.
Track engagement activities and attend training sessions to expand knowledge and skills, contributing to improvement efforts.
Maintains a high level of proficiency and expertise in complex computer hardware and software technologies through continuous education, advanced training, and self-study.
Travel may be required based on supported offices.
What You'll Brig to the Role:
Bachelor’s degree in business or related field, or equivalent experience.
Minimum of 2 years related experiences including consultation experience working with professionals within financial services or similar industry.
Experience coaching and training professionals.
Technology support experience preferred.
Ability to understand sales-focused software technology and its benefits.
Advanced knowledge in computer, mobile device hardware, and software troubleshooting including proficiency in using software support tool
Ability to build and maintain relationships.
Proven ability to consult and drive measurable improvements in an outcome-based model. (E.g. prior demonstrated ability to drive % increase in adoption, sales etc.)
Demonstrated ability to lead and facilitate groups of people
What Sets you apart:
Leadership (Intermediate)
Consulting (Intermediate)
Training (Intermediate)
Communication (Intermediate)
Collaboration (Intermediate)
Ready to take your career to the next level? Apply today and help us shape the future of investment products at Northwestern Mutual.
#LI-Hybrid
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRACompensation Range:
Pay Range - Start:
$80,880.00Pay Range - End:
$121,320.00Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Sales Cycle Acumen (NM) - Beginner, Change Management (NM) - Intermediate, Continuous Improvement (NM) - Beginner, Prioritization (NM) - Intermediate, Process Improvement (NM) - Intermediate, Operational Excellence (NM) - Beginner, Strategic Thinking (NM) - Beginner, Business Acumen (NM) - Intermediate, Consulting (NM) - Intermediate, Cross Functional Partnering & Planning (NM) - Beginner, Customer Centricity (NM) - Intermediate, Field Advocacy (NM) - Intermediate, Analytical Thinking (NM) - Intermediate, Project Management (NM) - Intermediate, Adaptive Communication (NM) - Intermediate, Learning Agility & Critical Thinking (NM) - Intermediate, Escalation Management (NM) - Beginner, Financial Services Industry Acumen (NM) - Beginner, Stakeholder Relationship (NM) - Beginner, Customer Support (NM) - Intermediate, Technical & Digital Acumen (NM) - Beginner
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
The Planning Psychology Research Consultant serves as a financial planning expert responsible for advancing Northwestern Mutual’s Financial Planning Philosophy (FPP), planning standards, and advisor effectiveness. This role applies deep financial planning expertise, the psychology of financial planning, strong business acumen, and an understanding of Northwestern Mutual’s advisor model and corporate strategy to shape advisor behaviors and planning delivery.
The position requires knowledge of financial planning psychology and behavioral sciences to improve advisor-client interactions and planning quality. The Lead Consultant conducts quantitative and qualitative research utilizing data such as conversation transcripts and AI to identify drivers of high-quality planning, communication, and sales acumen. Insights are translated into planning best practices, advisor training, and content used across the Home Office.
The role partners cross-functionally to ensure financial planning software, training programs, and field-facing materials align with NM strategy, support advisor adoption, and improve client outcomes.
What You’ll Do
Business Strategy & Alignment
Applies strong understanding of the financial planning process including NM’s business model, distribution system, and strategic objectives to influence planning standards, advisor guidance, and training.
Advises Home Office partners on planning-related initiatives to support NM strategy and field adoption.
Behavioral Science & Advisor Psychology
Leverages financial planning psychology and behavioral science to enhance advisor discovery, communication, and planning delivery.
Identifies and recommends best practices that improve advisor-client engagement and support behaviorally informed planning conversations.
Advisor–Client Interaction Analysis
Performs quantitative and qualitative analysis of advisor-client conversation transcripts to assess interpersonal skills, communication quality, and planning behaviors.
Translates insights into recommendations that strengthen advisor effectiveness, planning execution, and client outcomes.
Field Training & Content Development
Develops training materials, case studies, and best-practice content that incorporate financial planning psychology, interpersonal skills, and NM’s planning standards.
Collaborates with Learning & Development to support training programs that build advisor capability and adoption of planning best practices.
Planning Software & Home Office Partnership
Contributes expertise to planning software requirements, use cases, and user acceptance testing (UAT).
Partners with Engineering, UX, Product, Marketing, and other stakeholders to ensure planning tools and content support advisor needs and NM strategy.
Identifies enhancements that improve planning workflow, advisor experience, and adoption of planning tools.
What You’ll Bring to the Role
Required
Bachelor’s degree.
Minimum 5 years of experience applying financial planning subject matter expertise.
Strong business acumen and understanding of financial services or planning industry.
Quantitative research experience with ability to analyze and interpret data.
Ability to assess communication quality, interpersonal skills, or advisor-client interactions.
Excellent written and verbal communication skills.
Preferred
Professional designations: CFP®, CFA, ChFC, CLU.
Experience as a financial advisor or in advisor coaching, development, or training.
Background in financial planning psychology, behavioral finance, or related behavioral sciences.
Behavioral Science Expertise: Graduate training or equivalent experience in psychology, behavioral science, behavioral economics, or a related field, with demonstrated ability to interpret human motivations, decision-making, and communication patterns in conversational data.
AI-Enabled Conversation Analysis: Hands-on experience using AI, natural language processing, or large language models to analyze large datasets of transcripts, interviews, or recorded conversations to identify themes, sentiment, and behavioral patterns.
Research Insight Translation: Obtain behavioral insights, prepare research findings, and strategic recommendations for business or research audiences.
Experience developing training content that incorporates soft skills, communication, and planning best practices.
Familiarity with financial planning software; experience with Northwestern Mutual tools strongly preferred.
Knowledge of Northwestern Mutual’s planning process, advisor model, and strategic objectives.
Skills You Have
Adaptive Communication: Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences.
Analytical Thinking: Organizes and compares various aspects of a situation to comprehend and identify key or underlying complex issues through the use of quantitative data and analysis; leverages strong business acumen, problem solving, and interpersonal skills to think critically about situations from multiple perspectives and consistently seeks ways to improve processes.
Business Acumen: Applies knowledge of both general and organization-specific business issues/financial implications for the organization to problem solve.
Cross Functional Partnering & Planning: Facilitates collaboration, communication, coordination, and planning with individuals and teams from different functions within the organization, and who have different areas of expertise, to achieve common goals.
Interpersonal Savvy: Relates well to all kinds of people inside and outside of the organization. Builds appropriate rapport, constructive and effective relationships. Uses diplomacy and tact and diffuses high-tension situations comfortably.
Learning Agility & Critical Thinking: Pursues learning and obtains knowledge continuously in relevant fields, methods, or technologies in current and future practices; continuously utilizes critical thinking to identify opportunities, execute solutions, and measure impact to constantly improve existing practices and processes based on feedback, lessons learned, and market trends.
Compensation Range:
Pay Range - Start:
$118,960.00Pay Range - End:
$178,440.00Geographic Specific Pay Structure:
Structure 110:
$130,880.00 USD - $196,320.00 USDStructure 115:
$136,800.00 USD - $205,200.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
This is a mainframe role focused on IBM z/OS environments.
While the role exists within the broader Software Engineering family, day‑to‑day responsibilities are exclusively centered on z/OS platform engineering and operations. Experience with distributed systems or cloud technologies is not required for success in this position.
What You’ll Do
Mentor, enable, and teach peers to be self‑sufficient within the mainframe platform
Apply engineering standard methodologies to analyze, design, and maintain z/OS system‑level solutions
Leverage established standards, best practices, and automation to support mission‑critical mainframe workloads
Identify complex system‑level problems and implement reliable, supportable solutions in a highly regulated production environment
Review, verify, and validate system‑level changes, configurations, and automation introduced into production
Drive continuous improvement across reliability, availability, performance, security, and operational efficiency
Develop, maintain, and execute disaster recovery and redundancy strategies
Partners with vendors and enterprise teams on emerging best practices, patterns, and technologies
Proactively learn emerging platforms and related technologies
Establish and maintain best practices related to compliance, security, privacy, and legal requirements
Anticipate deviations from standard practices and determine practical paths forward
Track industry trends relevant to the domain and apply them where appropriate
Break down complex problems into manageable components and help others do the same
Mainframe / z/OS–Focused Responsibilities
Perform hands‑on z/OS system administration including IPLs, system startup/shutdown, parameter tuning, and system recovery
Plan, execute, and validate IBM and ISV software installs and upgrades using z/OSMF Software Instances and Workflows
Manage SMP/E environments including PTFs, HOLDDATA, USERMODs, and consolidation builds
Install, analyze, and modify system exits and USERMODs, including assembler updates when required
Build and maintain system‑resident DASD volumes, system libraries, and reproducible system builds
Configure and administer JES2
Administer RACF security including users, groups, profiles, access controls, and policy enforcement
Author, debug, and optimize JCL for batch processing
Analyze SMF/RMF data for accounting, capacity planning, and system performance tuning
Administer and tune DFSMS components including DFSMShsm and DFSMSrmm
Configure and troubleshoot TCP/IP for z/OS and associated services
Develop automation and tools using REXX, CLIST, and UNIX System Services scripting
Use monitoring tools such as BMC MainView and/or Intellimagic Vision
Support mainframe hardware environments including HMC operations, CPC/LPAR configuration, and IBM zSeries platforms
Participate in on‑call rotations and ITIL‑aligned incident, change, and problem management
Coordinate with vendors and ISVs for licensing, problem determination, and PTF coordination
Create and maintain documentation, runbooks, SOPs, and operational procedures
Mentor and train junior staff on z/OS engineering and operational practices
What You’ll Bring to the Role
Note: This position requires deep experience in IBM z/OS systems programming. Candidates whose background is primarily AWS, Linux, Windows, or distributed/cloud platforms without substantial mainframe experience are unlikely to be a fit.
Bachelor’s degree or equivalent experience
At least 4 years of relevant experience
5+ years of professional IT experience, primarily focused on enterprise mainframe platforms
Experience applying DevOps concepts, Agile methodologies, and automation in mainframe environments
Experience monitoring and tuning performance of large‑scale systems
Working knowledge of scripting or programming concepts for automation
Familiarity with authentication, authorization, certificates, and vulnerability management
Required z/OS / Mainframe Experience
Extensive hands‑on experience as a z/OS Systems Programmer in production environments
Strong knowledge of z/OS internals, JES2, RACF, SMP/E, and system libraries
Proven expertise in SMF/RMF‑based performance tuning, capacity planning, and problem determination
Experience with DASD, tape management, and SAN technologies, including Hyperswap
Proficiency with REXX, CLIST, and USS shell scripting (additional languages a plus)
Experience supporting Sysplex and Coupling Facility environments (preferred)
Exposure to subsystems such as CICS, DB2, and MQ and their integration with z/OS
Knowledge of PKI/SSL, LDAP integration, Kerberos, and mainframe security hardening
Experience with z/OSMF, Ansible, or automation/orchestration tooling for mainframe lifecycle management
Familiarity with cloud‑to‑mainframe integration or CI/CD concepts as applied to z/OS
Strong troubleshooting, documentation, and communication skills under sustained production pressure
Skills You Have
The hiring team will assess candidates against the following skills:
Communicates complex technical information clearly across both technical and non‑technical audiences.
Designs and supports systems with a strong customer‑first mindset, particularly for mission‑critical platforms.
Designs, implements, and maintains enterprise‑class hardware, system software, networks, and data storage platforms.
Uses monitoring and performance tools to diagnose, optimize, and stabilize system performance.
Demonstrates deep expertise in operating system architecture, internals, and resource management.
Develops, maintains, and documents complex programs, scripts, and automation.
Resolves complex technical issues and drives alignment on durable solutions in production environments.
#LI-Remote #LI-Hybrid
Compensation Range:
Pay Range - Start:
$118,960.00Pay Range - End:
$178,440.00Geographic Specific Pay Structure:
Structure 110:
$130,880.00 USD - $196,320.00 USDStructure 115:
$136,800.00 USD - $205,200.00 USDWe 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.
Job Posting End Date:
07/31/2026The timeline for this job posting may be shortened or extended based on organizational needs.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Analytical Thinking (NM) - Advanced, Customer Centricity (NM) - Advanced, Enterprise Architecture (NM) - Advanced, Cloud Infrastructure (NM) - Advanced, Strategic Thinking (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Advanced, Talent Development & Planning (NM) - Intermediate, Infrastructure Development (NM) - Expert, Programming Languages (NM) - Expert, Strategic Vision & Planning (NM) - Advanced, Industry Standard Frameworks (NM) - Advanced, Project Methodologies (NM) - Advanced, OS Level Knowledge (NM) - Expert, Accountability (NM) - Advanced, Adaptive Communication (NM) - Advanced, Technical Problem Solving (NM) - Expert, Monitor System Health (NM) - Advanced, Business Influence (NM) - Advanced, SaaS (Software as a Service) (NM) - Advanced, Automation Strategy & Implementation (NM) - Expert, Learning Agility & Critical Thinking (NM) - Advanced, Container Orchestration (NM) - Intermediate
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Primary responsibility is to support the growth, enhancement, and maintenance of all aspects NMWMC’s advisory platform including trading capabilities, proposal workflow, billing capabilities, investment policy violations, reporting, and integrated solutions. This role supports the day-to-day operation and continuous improvement of NMWMC’s advisory technology platform, partnering with product, compliance, and technology teams to ensure a stable, compliant, and scalable advisor experience. This position must have a basic understanding of investments and advisory products as well as advisory systems and associated integrations.
Advisory Platform Sr. Specialist
Primary Duties & Responsibilities:
Responsible for supporting the Envestnet and FolioDynamix release process.
Work with product team and other stakeholders on configuration and development backlogs.
Responsible for supporting Wealth projects including requirements and testing.
Responsible for the maintenance of Wealth Platforms.
Level one resource for escalations and defect management including maintaining a defect tracker.
Basic understanding of the strategic role IPS plays in the enterprise and how investment products integrate with insurance products.
Basic understanding of the impact of regulatory compliance on assigned investment products and participates in project teams to implement necessary changes to products, programs or processes.
Builds subject matter expertise working by working with the Advisory product and Advisory platform team.
Knowledge, Skills, Abilities:
Bachelor's degree or equivalent in business, finance, economics or related field or equivalent experience.
2 plus years of experience in financial services.
Envestnet Experience Preferred.
Experience with the Wealth Management or Investment industry, including product, pricing, and customer preferences.
Strong organizational and follow-through skills, with ability to work within deadlines, prioritize work and multitask.
Ability to build strong internal and external networks and utilize resources in the industry .
Strong verbal and written communication skills and ability to make effective formal presentations to small and medium size groups.
FINRA - Non-Registered Fingerprinted.
Compensation Range:
Pay Range - Start:
$81,280.00Pay Range - End:
$121,920.00Geographic Specific Pay Structure:
Structure 110:
$89,440.00 USD - $134,160.00 USDStructure 115:
$93,440.00 USD - $140,160.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Customer, Market & Ecosystem Knowledge (NM) - Intermediate, Customer Service Mindset (NM) - Intermediate, Industry Knowledge (NM) - Intermediate, Technical & Digital Acumen (NM) - Intermediate, Cross Functional Partnering & Planning (NM) - Intermediate, Consulting (NM) - Intermediate, Data Literacy (NM) - Intermediate, Product Management (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Analytical Thinking (NM) - Intermediate, Adaptive Communication (NM) - Intermediate, Learning Agility & Critical Thinking (NM) - Intermediate, Decision Making (NM) - Intermediate, Solution Design Oriented Thinking (NM) - Intermediate, Product Development (NM) - Intermediate, Product Positioning (NM) - Intermediate, Insurance Products (NM) - Intermediate, Risk Evaluation (NM) - Intermediate, Investment Products (NM) - Intermediate
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
About the Role:
At Northwestern Mutual, we’re transforming how product and policy data powers modern digital experiences at the scale and complexity of a Fortune 100 mutual company. As we continue to modernize our technology ecosystem, the Product Contract domain plays a foundational role in how experiences across NM access and update risk product policy data. As a Senior Product Manager supporting the Product Contract domain, you will own and evolve critical digital assets that sit at the core of our enterprise. Your focus will be on delivering high‑quality, performant APIs that enable consistency, reliability, and speed for teams modernizing advisor, client, and operational experiences across the company. In this role, you will partner closely with engineers, architects, data partners, business analysts and other product managers to deliver capabilities that unlock value across many downstream experiences. You’ll collaborate across domains to align with enterprise strategy, establish clear product expectations, and create effective ways of working that help teams move faster together while maintaining the rigor and quality required of systems at the heart of policy administration. A foundation of business and technical fundamentals should be complemented by soft skills in building relationships, effectively eliciting and documenting requirements, critical problem-solving skills, project management and working toward shared goals.
What You'll Do:
Set Product Vision: Responsible for product vision and appropriate positioning with key stakeholders across the organization.
Develop Roadmap: Foster the development, acceptance and communication of roadmap.
Define and track KPIs for measure of success.
Gather Requirements: Participate in cross functional work to solicit key requirements relative to the accountable product.
Define the product: Responsible for multiple low to medium complexity products and product features from start to finish.
Stakeholdering: Maintain the awareness and ability to articulate the product story to a broader audience outside the internal team with additional experience and maturity in the domain.
Author User Stories: Translate requirements to technical details to build and validate use cases and user stories around a product and communicate them effectively.
Data & Customer Research: Inform product decisions with both qualitative and quantitative data on behavior and experimentation.
Feature Prioritization: Develop and maintain multiple prioritized backlog of user stories for implementation according to business value or ROI.
Facilitate ceremonies: Facilitate the daily Scrums, Sprint Planning Meetings and Sprint Reviews and Retrospectives.
What You'll Bring to the Role:
Bachelor's degree.
4-5 Years of prior experience with at least 4 working in a Product Management Role, with agile team experience.
Knowledge Preferred: formal business analyst, engineering or testing experience, knowledge of the financial services industry, familiar with BI tools, certification or experience with Product Owner or Scrum Master role.
Must have demonstrated cross functional work in previous experience along with strong communication skills, time management, project management skills, business acumen and high self-awareness/EQ.
Demonstrated previous research experience, influence skills, initial leadership exposure, ability to translate product requirements into technical requirements, and work in ambiguity and solutioning.
Solves complex problems; take a new perspective on existing solutions; exercise judgment based on the analysis of multiple sources of information.
Skills You Have:
Adaptive Communication -Adaptive Communication: Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences.
Attention To Detail -Attention to Detail: Focuses on specific details to spot and correct errors in advance of them being found and surpass quality expectations. Performs work with thorough proofreading for presentation, content, accuracy, and overall quality.
Cross Functional Partnering -Cross Functional Partnering & Planning: Facilitates collaboration, communication, coordination, and planning with individuals and teams from different functions within the organization, and who have different areas of expertise, to achieve common goals.
Customer Analysis -Customer Analysis: Analyzes current market data through research. Gathers data from external and internal sources to strategize and develop an initial product design.
Escalation Tracking -Escalation Tracking: Uses business and technology acumen to effectively manage the escalation path of end-user complaints and issues throughout the organization. Closes communication loop with all interested parties.
Stakeholder Relationship - Stakeholder Relationship: Organizes, influences, monitors, and improves relationships with key stakeholders; systematically identifies stakeholders and analyzes their needs and expectations to support in planning and decision making while implementing various tasks to engage with them.
Technical Digital Acumen -Technical & Digital Acumen: Leverages knowledge and approaches of digital products and technologies to solve problems, complete tasks and accomplish goals. Demonstrates effective adaptability to new and emerging technologies.
User story -User Story: Translates requirements to technical details to build and validate use cases around a product and communicates them effectively.
#LI-LinkedIn
Compensation Range:
Pay Range - Start:
$118,960.00Pay Range - End:
$178,440.00Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Continuous Improvement (NM) - Intermediate, Technical & Digital Acumen (NM) - Intermediate, Cross Functional Partnering & Planning (NM) - Intermediate, Business Acumen (NM) - Intermediate, User Story (NM) - Intermediate, Strategic Thinking (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Analytical Thinking (NM) - Intermediate, Adaptive Communication (NM) - Intermediate, Customer Analysis (NM) - Intermediate, Escalation Tracking (NM) - Intermediate, Solution Design Oriented Thinking (NM) - Intermediate, Root Cause Analysis & Decision Quality (NM) - Intermediate, Client Advocacy (NM) - Intermediate, Attention to Detail (NM) - Intermediate, Competitive Benchmarking (NM) - Intermediate, Product Lifecycle (NM) - Intermediate, Stakeholder Relationship (NM) - Intermediate, Agile Results Delivery (NM) - Intermediate
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Create an environment that inspires others to achieve theirs by blending a thorough knowledge of security processes and technology with company values to take appropriate actions that promote and maintain safety and security for people and facilities. Staff posts in our enterprise security operations centers, patrol our campuses in Milwaukee and Franklin, and provide security at Company special events.
What You'll Do in the Role
In security operations centers, monitor and dispatch alarms received from integrated security technology (access control, CCTV, intercoms and fire alarms) and building automation systems.
Coordinate response to emergency incidents using security technology and two-way radios, handle incoming/outgoing telephonic and electronic communication, process ID cards, and document activities using a variety of methods.
Use an engagement model of behavior and make proactive observations of potential risks to ensure a safe and secure campus experience for our workforce and visitors. Serve as a first responder to emergency incidents.
Using standard practices and good judgment, identify and respond to urgent situations to maintain safety for people and property.
Monitor the operations center; conduct safety and security checks/audits as required.
Provide security related services to Northwestern Mutual employees and visitors in a way that demonstrates customer service, tact, confidentiality, and integrity.
Participate in the continuous improvement of processes and services to develop your career and advance the capabilities of the team.
Use solid critical thinking, interpersonal, and communication skills to resolve issues effectively.
What You'll Bring to the Role
High School Graduate or GED required.
A minimum of two years of experience in a corporate or professional environment that includes performance under demanding conditions.
Excellent customer service in a professional environment.
Experience using video management and access control systems.
Proficiency in Microsoft suite of products.
Valid driver's license with an acceptable driving record.
Able to work weekends and some holidays as part of the work schedule.
Associates degree or 60 credits of post-secondary education from an accredited institution preferred.
Current certification in First Aid/CPR/AED and bloodborne pathogen training preferred Must be certified within first 6 months of employment.
Skills You'll Have
Attention to Detail: Focuses on specific details to spot and correct errors in advance of them being found and surpass quality expectations. Performs work with thorough proofreading for presentation, content, accuracy, and overall quality.
Customer Service Mindset: Anticipates customer needs and applies understanding of customer needs or perspectives to solve problems and drive outcomes as the basis for decision making. Leverages knowledge of trends affecting customer to help them make informed decisions.
Incident Response: Responds to crises or urgent situations within the pertinent domain to mitigate immediate and potential threats; uses mitigation, preparedness, and response and recovery approaches, as needed, to maximize survival of life, preservation of property, and information security.
Operational Functions: Supports many operating aspects of a program / project (e.g. coordination, organization, scheduling, resource deployment) at once while adhering to project plan objectives and timeline.
Teamwork: Engages in others' behaviors to generate strong team cohesion and orientation. Facilitates open dialogue within and across teams to create trust and understanding. Shares collective successes and opportunities to improve as a group.
*THIS JOB IS PART OF A GROUP OF JOBS CONSIDERED ESSENTIAL SERVICES. ALL ESSENTIAL SERVICES EMPLOYEES ARE EXPECTED TO MAKE EVERY REASONABLE EFFORT POSSIBLE TO REPORT FOR WORK, EVEN DURING INCLEMENT WEATHER CONDITIONS.
#LI-Onsite
Candidates must successfully complete and pass any required testing.Compensation Range:
Pay Range - Start:
$20.38Pay Range - End:
$30.58Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Attention to Detail (NM) - Intermediate, Incident Response (NM) - Intermediate, Teamwork (NM) - Intermediate, Event Security Operations (NM) - Beginner, Physical Security (NM) - Intermediate, Customer Service Mindset (NM) - Intermediate, Operational Functions (NM) - Beginner
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
As an IT Risk Operations Senior Analyst, you lead the identification, assessment, and optimization of information security risks and controls. You lead enterprise cyber maturity and IT risk assessments, serving as a trusted advisor on complex and ambiguous risk matters. As a subject matter expert for the IT Risk team, you track and manage all discovered risks and follow up on treatment plans. You have excellent presentation and communication skills and are skilled at ServiceNow as a GRC tool. You are committed to excellence, accuracy, and discretion in all aspects of your work.
What You’ll Do:
Execute complex GRC initiatives and assessments to ensure compliance with internal policies and external regulations
Conduct ad-hoc IT risk and compliance assessments across technical and non-technical domains and define effective risk mitigation strategies
Conduct an annual comprehensive IT Risk Assessment in compliance with applicable regulatory requirements using a combination of interviewing and data analysis
Deliver to and advise senior management on risk assessment results and associated responses
Partner with stakeholders to resolve GRC issues and strengthen governance and risk management practices
Provide guidance and mentorship to junior team members to support their professional development
What You’ll Bring to the Role:
Bachelor’s degree in MIS, Business, or a related field, or equivalent relevant experience
6–8 years of experience in information systems or systems audit with strong knowledge of technologies and processes
Impeccable oral presentation skills, with the ability to effectively engage, influence, and build trusted relationships with senior leadership
Demonstrated experience designing and implementing monitoring strategies for IT general controls
A self-starter mentality with strong ambition, intellectual curiosity, and the ability to proactively tackle new challenges with minimal supervision
Strong analytical and problem-solving skills, with the ability to navigate complex and ambiguous situations
Experience with ServiceNow IRM (Information Risk Management Module)
Excellent relationship management, influence, and communication skills, with sound judgment and diplomacy
Skills You Have:
Adaptive Communication: Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences
Cross Functional Partnering & Planning: Facilitates collaboration, communication, coordination, and planning with individuals and teams from different functions within the organization, and who have different areas of expertise, to achieve common goals
Negotiation & Managing Objection: Compromises in a cooperative effort to reach mutually satisfactory conclusions and results; navigates challenging conversations
Process Improvement: Assesses the current processes and impact to analyze, design, and manage potential improvement areas for more efficient, effective workflow
Risk Assessment & Identification: Leverages industry knowledge to determine and seek hazards that could potentially prevent the program, enterprise, or investment from achieving their objectives; designs systematic processes of identifying severity of hazards and evaluating the scale and impacts of any associated risk on the business
Risk Consulting: Identifies, understands, and facilitates discussions/processes and provides recommendations/resources to manage risk in collaboration with business and process owners
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$98,320.00Pay Range - End:
$147,480.00Geographic Specific Pay Structure:
Structure 110:
$108,160.00 USD - $162,240.00 USDStructure 115:
$113,040.00 USD - $169,560.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Analytical Thinking (NM) - Advanced, Customer Centricity (NM) - Advanced, Strategic Thinking (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Advanced, Process Improvement (NM) - Intermediate, Compliance (NM) - Intermediate, Remediation Planning (NM) - Advanced, Risk Management Strategy (NM) - Intermediate, Coaching & Mentoring (NM) - Advanced, Adaptive Communication (NM) - Intermediate, Business Application (NM) - Intermediate, Engineering Expertise & Practices (NM) - Advanced, Negotiation & Managing Objection (NM) - Intermediate, Data Security (NM) - Advanced, Strategic Vision & Planning (NM) - Intermediate, Risk Assessment & Identification (NM) - Advanced, Risk Mitigation (NM) - Advanced, Risk Governance (NM) - Advanced, Learning Agility & Critical Thinking (NM) - Advanced, Scenario Planning (NM) - Intermediate, Technology Integration (NM) - Intermediate, Risk Consulting (NM) - Intermediate, Risk Optimization (NM) - Intermediate
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Success in this role requires strong investment product knowledge, the ability to de-escalate complex situations, and ownership of issues through resolution. The analyst also contributes to continuous improvement efforts, embraces new technology, and educates clients and field partners on digital/self-service capabilities—helping strengthen relationships and support client retention.
Primary Duties & Responsibilities:
Provide consultative service to clients and advisors on a variety of investment concepts
Act as a point of expertise on multiple areas: mutual fund trading, brokerage account servicing, cost basis, and tax reporting
Participate in opportunities to apply industry knowledge while gaining exposure to complex problems and building upon critical thinking skills
Collaborate regularly with department leads and NM Wealth business partners to drive product enhancements
Work in a dynamic setting to continuously learn new concepts and help others navigate change in the industry
Serve as a primary point of contact for NM Investment home office assigned clients, addressing inquiries regarding investment accounts and products.
Analyze, input, and review investment transactions, including trade executions, transfers, and account maintenance, while ensuring accuracy and compliance.
Stay up-to-date on industry trends, investment products, and regulatory requirements to provide knowledgeable support to clients and internal stakeholders.
Qualifications
FINRA Series 6 or 7 and 63-equivalent licenses (65 or 66)
Associates degree in business or related field or equivalent combination of education and experience
Minimum of 3 years related financial services experience with advanced customer service, written, and verbal communication skills
An intermediate understanding of tax implications related to investments
A strong desire to continuously learn and improve
Strong problem-solving and scenario-evaluation skills with an ability to provide solutions
Compensation Range:
Pay Range - Start:
$23.11Pay Range - End:
$34.66Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Analytical Thinking (NM) - Advanced, Compliance (NM) - Advanced, Teamwork (NM) - Advanced, Escalation Management (NM) - Advanced, Change Adaptability (NM) - Advanced, Financial Services Industry Acumen (NM) - Advanced, Root Cause Analysis & Decision Quality (NM) - Advanced, Investment Products (NM) - Advanced, Prioritization (NM) - Advanced, Policy & Procedure (NM) - Advanced, Customer Support (NM) - Advanced, Tax Awareness (NM) - Advanced, Client Advocacy (NM) - Advanced, Field Relations (NM) - Advanced, Attention to Detail (NM) - Advanced, Quality Acumen (NM) - Advanced, Adaptive Communication (NM) - Advanced, Data Security (NM) - Advanced, Insurance Products (NM) - Advanced, Policy Inquiries & Complaints Management (NM) - Advanced, Case Management (NM) - Advanced, Customer Service Mindset (NM) - Advanced
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Helps to drive strategic vision, operating model, budget, planning activities, and outcomes for the department or division, serving as a core integration role (in partnership with the head of the Strategic Integration Office - SIO) that aligns strategy, resources, execution, and adoption across Campus and Event Experiences (CEE). This role operates as part of a shared services and strategic operations capability, enabling CEE to execute enterprise priorities with discipline, clarity, and speed.
What You'll Do:
Strategic Planning
Directs department/division strategy development and execution, ensuring alignment with enterprise priorities, CEE strategic objectives, and portfolio‑level outcomes.
Leads department/division strategic initiatives that drive business value, with an emphasis on translating strategy into sequenced, executable work.
Collaborates, plans and organizes with and through people to bridge strategies across teams, strengthening cross‑functional alignment and reducing duplication of effort. Leads and supports portfolio strategy activities for CEE, including intake, prioritization, sequencing, and alignment of initiatives to strategic priorities.
Ensures the division is focused on the right work at the right time, surfacing tradeoffs, dependencies, and capacity considerations to leadership.
Partners with SIO leadership to establish and maintain operating rhythms (annual planning, quarterly reviews, and ongoing portfolio updates).
Business Operations
Identifies gaps between ideal and current state of operating model and recommends solutions to close the gaps, with a focus on scalability, consistency, and governance across CEE.
Facilitates execution of department/division operating models to improve the health of the department and organization, including adoption of standard practices, tools, and expectations
Responsible for strategy and planning to align business operations with the company's overarching strategy, mission and goals, ensuring operational discipline supports strategic intent.
Exhibits high level of local (department/division) business acumen to identify and solve complex operational or organizational problems and identify innovative solutions.
Change, Communications and Adoption Enablement
Partners closely with change and communications role(s) to ensure initiatives are understood, adopted, and sustained.
Anticipates change impacts and operational risks associated with strategic initiatives and escalates as needed.
Supports leaders in reinforcing strategic narrative, priorities, and expectations across the organization.
Project Management
Partners with department/division leadership team to identify and track priority work, including identifying business outcomes and key metrics, portfolio‑level transparency, and progress against commitments.
Enables execution of strategic initiatives by connecting leaders, program managers, change partners, and functional teams, portfolio management of key department priorities, developing strategy for project execution, and creating transparency on priority work in the department/division and throughout the enterprise.
Leads teams or projects with moderate resource requirements, risk, and/or complexity, particularly those requiring cross‑divisional and/or cross-functional coordination.
Department Planning Budgeting
Leads planning and financial/budgeting process, in partnership with Finance and SIO peers
Provides data and recommendations and oversees budget forecasting, administration and reporting, supporting leadership decision‑making and tradeoff discussions.
Manages multiple and complex funding mechanisms and provides guidance to leadership on securing resources to achieve business outcomes, reinforcing financial discipline and stewardship.
Aligns planning and budget to functional and company priorities, working cross-functionally with peers in the function.
Meeting Planning
Plans and prepares agendas for staff, portfolio, and leadership planning sessions and meetings.
Facilitates cross-functional initiatives and the flow of information between stakeholders and other teams, serving as a connector across strategy, execution, and operations.
Participates in regular leadership meetings to evaluate barriers to success and develop courses of action supporting faster decision‑making and issue resolution.
Impacts the achievement of operational or project objectives and ensures alignment of department/division priorities to organizational strategy.
Coordinates requests for information from stakeholders and prepares reports and presentations in response. Interprets internal/external business challenges and recommends best practices to improve products, processes or services.
What Experience You'll Bring:
Minimum of 7 years' business leadership experience.
Proven leadership skills working with diverse teams.
Superior interpersonal skills to lead a group of people.
Experience operating in an enterprise or shared‑services environment that emphasizes integration, governance, and cross‑functional delivery.
Demonstrated ability to translate strategy into operational plans and execution rhythms.
Comfort operating in ambiguity, adapting to change and influencing without formal authority in matrixed environments.
Ability to work horizontally w/ shared priorities elevate functional priorities over department objectives.
Thinks within lateral accountability and interdependence.
Proven skills in dealing with ambiguity and paradox, and leading change.
Ability to translate goals and strategies into executable business plans.
Strong integrity and proven ability to treat confidential information confidentially.
Demonstrated learning agility and outside-in perspective to identify future trends and practices.
Experience in portfolio and/or project management, strategic and operational planning, and leading multiple complex projects with organization-wide impact.
Demonstrated organizational agility to work across organizational boundaries, influence, and collaborate with all levels on solutions that benefit the organization.
Exceptional business acumen and focus on achieving business impact through progressive practices and sound business judgment.
Strong organizational skills; able to handle competing demands, and work under tight deadlines and short time frames. Strong problem solving and strategic/critical thinking skills.
Additional Job Description
Ability to identify underlying issues and influence others without formal authority. Facilitation and team building skills; ability to play an active, operational and communicative role.
Interpersonal savvy and comfort interacting with and presenting to all levels of the organization, including senior leaders.
High degree of self-motivation with leadership and initiative in sharing information, contributing towards group goals, and accepting responsibility for results.
Proactive and an ability to anticipate needs for a range of broad / complex business problems and staying ahead of them; comfortable working in an ambiguous environment.
#LI-Onsite, #LI-Hybrid
Compensation Range:
Pay Range - Start:
$118,960.00Pay Range - End:
$178,440.00Geographic Specific Pay Structure:
Structure 110:
$130,880.00 USD - $196,320.00 USDStructure 115:
$136,800.00 USD - $205,200.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Analytical Thinking (NM) - Advanced, Business Case Development (NM) - Intermediate, Prioritization (NM) - Intermediate, Business Acumen (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Advanced, Adaptive Communication (NM) - Advanced, Program Management (NM) - Advanced, Root Cause Analysis & Decision Quality (NM) - Advanced, Learning Agility & Critical Thinking (NM) - Advanced, Stakeholder Relationship (NM) - Intermediate, Executive Presence (NM) - Intermediate, Interpersonal Savvy (NM) - Advanced
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Assist the Vice Presidents of Distribution Performance, and their Regional Oversight and Engagement teams in the ongoing support and delivery of Compliance and Supervision consultation to Field Leadership, Financial Representatives, and Home Office business partners. Provide consultative support on anything from appropriate sales practices to implementation of policies and procedures. In addition, you will provide support for various divisional, departmental and enterprise-wide projects as subject matter expert. Educate and train Representatives and their staff while performing branch inspections while striving to improve divisional work processes. Collaborate with field leadership in developing, implementing, and executing risk management plans for their local offices.
What You'll Do
Complete on-site inspections and annual reviews of books and records of Offices of Supervisory Jurisdiction, Registered Branch Offices and other field locations as required by FINRA.
Conduct interviews and client file reviews with representatives in field offices in accordance with firm policy and industry regulations.
Reviews and inspections consist of the following: Consult with Regional Oversight and Engagement team to assist with the creation and implementation Network Office specific solutions to material and ongoing compliance issues; and ability to document, draft, and follow-up with detailed reports regarding field offices and individual registered representative visits; and document observations and findings of sales practices through interviews with field management and registered representatives.
Effectively communicate, educate, train, and consult to registered representatives, field management, field supervisors and home office personnel regarding federal and state securities/insurance regulations and Northwestern Mutual compliance policies and procedures.
Partner with Network Office Supervision teams, the Regional Oversight and Engagement teams and home office Distribution Performance teams to assist with the assessment and improvement of current compliance and supervision processes.
Provide support for various divisional, departmental and enterprise wide projects as subject matter expert. This requires collaboration and communication with various levels of internal and external associates, review of relevant documentation and interpretation and application of industry regulations/state statutes to create efficiencies, mitigate firm risk, and comply with industry regulations.
Execute on certain oversight and supporting tasks designed to provide additional insight into Network Offices' business activities.
Maintain a strong knowledge of: regulations, industry standards, company policies/practices, NM distribution systems, products, and culture in order to make independent decisions; consult with appropriate team resources as needed, and drive highly effective communication.
What You'll Bring to the Role
Bachelor's Degree Preferred or equivalent combination of education and experience preferred.
FINRA Series 7 & 24 required.
Minimum of 4 year of relevant experience. Experience in insurance, investment, or financial services industry preferred.
Knowledge of Microsoft Office with strong emphasis on Excel proficiency.
Ability to prioritize workload and seek support when appropriate, as well as work within a larger team.
Proven success in establishing effective team relationships.
Ability to solve problems by analyzing all possible solutions using technical experience, judgement, and precedent.
Ability to explain difficult or sensitive information.
#LI-Hybrid
Candidates must successfully complete and pass any required testing.Series 24 - FINRAFINRA, Series 7 - FINRAFINRA, SIE - FINRAFINRACompensation Range:
Pay Range - Start:
$70,320.00Pay Range - End:
$105,480.00Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
The role of the EPG Strategic Growth Partner – New Advisor Development is to expand the firm's executive leadership presence through the appointment and development of Chief Development Officer and Internship Development Officer. This role provides counsel to high-level leaders responsible for new advisor acceleration to create scalable and sustainable best practices to support retention, and productivity per.
Primary Duties & Responsibilities:
Build and Execute on a Chief Development Officer strategy to focus on growing the firm’s U5 FYC
•Advise on the implementation of all initial and on-going training and development for the U5
•Implement strategic initiatives to aid in development, productivity and retention of the U5
•Install cadence of reporting to increase awareness, alignment, and accountability
•Hire, train and develop talent to support U5 productivity metrics
•Host District Office Strategy sessions 8x per year with MP/MD/CFO to aid in rapid leader development
•Lead quarterly offsites to drive toward 100% goal achievement
•Drive engagement in monthly executive leadership team meetings for additional accountability and insight
•Collaborate with EPG CLO to identify and develop emerging leaders in the U5 space
Build and Execute on an Internship Development Officer strategy to deliver a consistent and predictable output of conversion talent
•Advise on the implementation of all initial and on-going training and development for the internship program
•Implement strategic initiatives to aid in development, productivity and retention of the interns
•Install cadence of reporting to increase awareness, alignment, and accountability
•Hire, train and develop talent to support internship productivity metrics
•Drive engagement in monthly executive leadership team meetings for additional accountability and insight
EPG & Performance Team
•Uplevel and evolve EPG and Performance Team mindset, philosophies, methods and processes within the CDO realm to remain on the leading edge of the system and drive U5 FYC
•Influence the entirety of the field through strategic sharing of tools to drive system-wide performance measures
Leverage CDO playbook to enshrine strategies and tactics that drive record-setting performance and grow AIM
Results
•100% Goal Achievement/Increase of U5 FYC
•100% Goal Achievement/Increase of Intern Conversions
•100% Goal Achievement/Increase of Intern Premium
Qualifications:
Minimum 8 years of progressively responsible work experience emphasizing decision making, finance, consultation, influence, and communication.
Ability to work collaboratively in a team environment.
Exceptional analytical and problem-solving skills.
Ability to critically and logically evaluates costs, risks and benefits of alternatives before coming to a solution.
Demonstrated ability to anticipate and respond quickly and creatively to change and shifting, sometimes competing, priorities.
Comfort operating through risk and uncertainty in a high- volume work environment.
Regular travel, 25% or more to client sites/field locations.
Compensation Range:
Pay Range - Start:
$160,000.00Pay Range - End:
$240,000.00Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Support the Company's overall expense management process, focusing on ensuring optimal use of Company resources and ultimately protecting or maintaining product value and financial strength either at the corporate level or for an assigned function/department. Develop timely and accurate expense reporting and provide value-added expense management consultation and analysis. This includes consulting with business partners and building financial models to evaluate strategic decisions, providing complex financial analysis, developing forecasts and budgets, comparing expectations to peers and/or internal expectations, evaluating and presenting options and prioritizing solutions across the company.
Primary Duties and Responsibilities
Interacts with executive officers, department heads, and other members of senior management to provide meaningful expense management consultation and analysis and presents recommendations to aid in decision-making.
Proactively identifies issues and facilitates discussions to resolve those issues across functions and departments.
Independently meets with managers and directors to understand department operations and resulting cost structure.
Coordinates monthly reporting of all expenses to meet financial reporting needs of the department.
Monitors spend, develops forecasts and budgets and analyzes expense results.
Applies creativity and innovation in identifying process improvements and other opportunities for the function/departments to better manage expenses or reduce spend.
Responsible for building complex financial models to predict and understand the business as well as actual results. Understand cost drivers, internal metrics, unit costs and benchmarking for tracking and comparing results.
Challenge assumptions made in forecasts and projections.
Make connections to understand and integrate internal best practices to best support overall business objectives.
Assures that all expense activity follows the appropriate accounting controls, policies and procedures and is appropriately accounted for on the general ledger in compliance with statutory and/or GAAP accounting standards.
May be responsible for developing strategies to best utilize systems and maintaining expertise over financial reporting systems (Such as PeopleSoft, IBM TM1 system, Apptio, or Project Portfolio Management).
May be responsible for corporate expense projections, metrics, accounting for payroll, fixed assets and intercompany charges between NM and its subsidiaries, procure to pay process or other corporate processes.
Leads special projects and assignments related to expense management, product line allocations, financial reporting, process improvements, or other projects as requested by division leaders.
Collaborates with other enterprise resources in Human Resources, Corporate Strategy or Planning Coordinators.
Qualifications
Bachelor's degree in accounting, finance, business administration, or related degree with accounting emphasis preferred.
Typically, 5 or more years of financial management experience and/or financial planning and analysis experience.
Strong analytical, planning, organization, budgeting, problem solving, negotiation, oral and written communication skills are essential to this role.
Ability to develop and interpret financial models for complex analysis.
Demonstrated ability to make effective decisions and influence without authority at all levels of leadership.
Ability to maintain confidentiality and manage multiple assignments concurrently while effectively prioritizing.
Ability to develop and present recommendations to management.
Ability to build rapport and acceptance at different levels of management and across various departments.
CPA or CMA designation is preferred.
#LI-Hybrid, #LI-Onsite
Compensation Range:
Pay Range - Start:
$81,280.00Pay Range - End:
$121,920.00Geographic Specific Pay Structure:
Structure 110:
$89,440.00 USD - $134,160.00 USDStructure 115:
$93,440.00 USD - $140,160.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Resource Management (NM) - Intermediate, Process Improvement (NM) - Intermediate, Financial Acumen (NM) - Advanced, Business Automation (NM) - Intermediate, Process Mindset (NM) - Intermediate, Business Acumen (NM) - Intermediate, Cross Functional Partnering & Planning (NM) - Intermediate, Storytelling through Data (NM) - Intermediate, Financial Analysis (NM) - Intermediate, Financial Forecasting (NM) - Advanced, Consulting (NM) - Intermediate, Expense Reporting Management (NM) - Advanced, Learning Agility & Critical Thinking (NM) - Intermediate, Attention to Detail (NM) - Advanced
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
The Assistant Director, Talent Selection Design is responsible for the end-to-end design, governance, and continuous improvement of how the enterprise identifies and selects talent that drives business growth, ensuring practices are consistent, skills-based, and deliver strong candidate-centric hiring experiences.
This role modernizes how the organization identifies and selects talent, strengthening internal and external selection practices. The focus is on improving quality of hire and enabling faster, more equitable decisions through data, technology, and AI-enabled tools. The role ensures the talent selection process is effective, scalable, and aligned with business priorities, talent strategy, skills, and organizational culture and behaviors.
The Assistant Director partners with Talent Acquisition, HR Business Partners, HR Service Delivery, and hiring managers to bring new perspectives and consultation to selection challenges, ensuring data-informed hiring decisions that strengthen organizational capability and directly support the achievement of operational and strategic business objectives.
What You'll Do:
Enterprise Talent Process Ownership
Own the end-to-end design of the enterprise selection philosophy, processes, and governance anchored in skills to improve quality of hire, candidate experience, and business outcomes.
Ensure talent selection practices are pragmatic, hiring manager and candidate-friendly, and aligned with enterprise talent philosophy, business needs, and culture.
Accountable for supporting delivery of the talent selection processes through developing clear guidance, materials, draft communications, and readiness support for recruiters, HR Business Partners, hiring managers, and employees.
Providing day-to-day support and management of processes, including escalated technical inquiries, issue coordination, and follow-through with HR stakeholders.
Utilize talent analytics and relevant success metrics to assess the effectiveness of initiatives, monitor adoption, gather insights for continuous improvement, and track progress and outcomes.
Partners with the HR Advisory team to brainstorm and enable Career Center consultations related to talent selection, including resume support, and interview preparation.
Continuous Improvement
Lead retrospectives and synthesize quantitative and qualitative feedback to identify opportunities to simplify and strengthen talent selection practices.
Translate insights into clear recommendations and design enhancements that improve clarity, consistency, impact, and the candidate, hiring manager, and recruiter experience.
Stakeholder Partnership & Enablement
Serve as a primary point of contact for the talent acquisition team on enterprise talent selection processes. Strengthens knowledge management for recruiters, hiring managers, HR Services, HR business partners.
Provide consultation, guidance, and problem-solving support related to process execution, interpretation, and application.
Partner with Enterprise Risk and Legal to support audits, compliance reporting, and risk-based inquiries related to enterprise talent selection processes.
Develop, deliver, and scale enablement materials (e.g., toolkits, job aids, FAQs, talk tracks, training, etc.) to support consistent enterprise adoption.
Creates automated and scalable self-service support through AI tools to quickly surface accurate guidance for hiring managers, recruiters and HR, reducing the day-to-day support requests (i.e. strengthen interviewing and selection practices for hiring teams).
Partners with HR Technology, Talent analytics, and Talent Acquisition to modernize and scale selection through fit-for-purpose tools, digital workflows, and data-informed capabilities. Support evaluation and adoption of AI-enabled solutions in ways that strengthen consistency, efficiency, and candidate and hiring-team experience.
What Experience You'll Bring:
Education
Bachelor’s degree in Human Resources, Business Administration, or a related field
Graduate degree strongly preferred
Experience
6–8 years of experience in talent management, Talent Acquisition, or related HR disciplines with a focus on high-impact, enterprise talent processes
Demonstrated experience leading enterprise-wide talent acquisition and selection processes (e.g., requisition-to-offer workflows, structured interviewing and assessment, selection governance, and skills-based hiring)
Experience partnering with Talent Acquisition and HR Business Partners
Experience leveraging Workday as a process owner to drive mature, scalable talent selection processes and insights.
Skills & Capabilities
User-Centered Design Process: Designs products, services, and experiences that are tailored to the needs, preferences, and behaviors of the end-user.
Customer Centricity: Applies a customer first mindset to design and continuously improve solutions, systems, processes, and services that support enterprise strategy, impact critical business outcomes, and drive organizational success.
Stakeholder Relationship: Organizes, influences, monitors, and improves relationships with key stakeholders; systematically identifies stakeholders and analyzes their needs and expectations to support in planning and decision making while implementing various tasks to engage with them.
Cross Functional Partnering & Planning: Facilitates collaboration, communication, coordination, and planning with individuals and teams from different functions within the organization, and who have different areas of expertise, to achieve common goals.
Consulting: Connects with stakeholders to understand and gain specific information to help resolve customer problems in a given domain. Communicates effectively intent to customers, solicits customer requirements, utilizes domain knowledge and collaborates with the right stakeholders.
Executive Presence: Builds and maintains an authentic personal brand, inspiring and motivating people to pursue a desired outcome by sharing a clear vision and demonstrating confidence, professionalism, self-awareness and trust with business stakeholders.
Business Influence: Collaborates, communicates and influences direct reports, stakeholders, and other business functions based on understanding of the marketplace, organizational needs, and the client as a people manager.
Change Management: Acts as an advocate for change as well as identifying gaps/issues that should be addressed to deliver optimal client/field experiences. Leads change management, when driving technology or process improvements, applying relevant change acceleration, risk mitigation, and stakeholder management methodologies and best practices. Analyzes business trends and current state to develop a case for change that aligns with business strategy. Implements plans and strategies to manage organizational and behavioral changes by aligning leaders and engaging impacted stakeholders.
Adaptive Communication: Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences.
Learning Agility & Critical Thinking: Pursues learning and obtains knowledge continuously in relevant fields, methods, or technologies in current and future practices; continuously utilizes critical thinking to identify opportunities, execute solutions, and measure impact to constantly improve existing practices and processes based on feedback, lessons learned, and market trends.
Strategic Thinking: Uses critical thinking and knowledge of business demand to plan, design, prioritize and execute high impact initiatives and programs.
Analytical Thinking: Organizes and compares various aspects of a situation to comprehend and identify key or underlying complex issues through the use of quantitative data and analysis; leverages strong business acumen, problem solving, and interpersonal skills to think critically about situations from multiple perspectives and consistently seeks ways to improve processes.
#LI-Hybrid, #LI-remote
Compensation Range:
Pay Range - Start:
$108,160.00Pay Range - End:
$162,240.00Geographic Specific Pay Structure:
Structure 110:
$118,960.00 USD - $178,440.00 USDStructure 115:
$124,400.00 USD - $186,600.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Leads large, complex change management efforts. Focuses on the people side of change and influencing behavior, including efforts with significant people, processes, technology, culture, and/or behavior implications, to realize business outcomes and benefits. Architects integrated change strategies to optimize the change experience across large stakeholder groups. Partners with business leaders to ensure change strategies align with the business strategy and vision. Oversees implementation of change execution strategies in coordination with leaders, stakeholders, sponsors, and project teams. Ensures change plans and strategies achieve their objectives and benefits.
Primary Duties and Responsibilities
Applies NM change methodology and process to deliver the people side of change that is required to achieve our desired business outcomes.
Identify potential people-related risks and anticipated points of resistance and develop and recommend specific plans to mitigate or address the concerns. Provide insight to project and senior leaders about the potential impact of decisions on the effectiveness of overall change strategy.
Develop and implement integrated change strategies that promote adoption and optimize business benefits across a broad portfolio of change initiatives that impact one or more large stakeholder groups. Ensure coordinated delivery to optimize the change experience for affected stakeholder groups.
Manage and influence potential impact of changes to people, process, technology, organization, and culture.
Partner with business leadership across multiple departments and functions to design planning and program delivery approaches that promote user centric business solutions and ensure change strategies align with the business strategy and vision.
Create and build efficient change management structures that support an integrated delivery approach and provide direction and oversight to one or more change teams to ensure predictable execution and realization of benefits.
Influence business sponsors and change teams to create integrated deployment strategies and plans. Educate, influence, align, and coach senior business leaders and project teams to create and implement effective change strategies and plans. Influence change execution strategy and approach.
In partnership with the enterprise change COE, be an active member of the change community to advance change competencies of the company.
Adopt, integrate, and promote common NM enterprise-wide change process, methodology and language.
Create, recommend, and implement measurement systems for change success, e.g., quality of user experience, adoption, utilization, performance standards, etc.
Promote and advocate for the practice of organization change management throughout the enterprise, including seeking and applying external perspective and benchmarking change practices.
Qualifications
Bachelor's degree in Business, Human Resources, Communication, or a related field.
Minimum of 8 years of relevant professional experience, with at least 4 years’ experience leading large change management efforts.
Specialized understanding of how people go through change and the change process.
Experience and knowledge of change management principles and methodologies.
Familiarity with project management approaches, tools, and phases of the project lifecycle.
Ability to work effectively at all levels of the organization and influence others, including executive leadership, toward a common vision.
Strategic and organizational agility, with complex consulting experience.
Ability to lead in new and ambiguous situations.
Must be a team player and able to work with and through others.
Exceptional communication skills both written and verbal.
Excellent active listening, root cause identification and interpersonal skills
Hybrid in Milwaukee
Compensation Range:
Pay Range - Start:
$108,160.00Pay Range - End:
$162,240.00Geographic Specific Pay Structure:
Structure 110:
$118,960.00 USD - $178,440.00 USDStructure 115:
$124,400.00 USD - $186,600.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Change Adaptability (NM) - Advanced, Emotional Intelligence (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Advanced, Continuous Improvement (NM) - Advanced, Change Implementation (NM) - Advanced, Analytical Thinking (NM) - Intermediate, Attention to Detail (NM) - Advanced, Consulting (NM) - Advanced, Adaptive Communication (NM) - Advanced, Business Acumen (NM) - Advanced, Stakeholder Relationship (NM) - Advanced, Change Management (NM) - Advanced, Data Collection & Analysis (NM) - Advanced, Interpersonal Savvy (NM) - Advanced, Organizational Dynamics (NM) - Advanced
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
About the Job:
Conducts fundamental emerging markets credit research across sovereign, quasi-sovereign, and corporate issuers to develop forward-looking credit views and issuer-level risk assessments. Monitors macroeconomic, political/geopolitical, operating, and capital trends across regions and sectors; synthesizes financial and qualitative inputs into clear, actionable conclusions. Builds issuer and country frameworks using scenario and stress analysis; produces concise written research and investment recommendations; and applies data, technology, and AI-enabled tools to improve efficiency. Partners across the investment platform to drive a consistent credit philosophy and support portfolio construction and risk management.
What You’ll Do:
Applies deep expertise in emerging market credit across sovereign, quasi-sovereign, and corporate issuers in investment-grade and high-yield segments.
Executes fundamental credit analysis, including financial statement review; cash flow and balance sheet assessment; leverage and liquidity analysis; covenant and capital structure review; and evaluation of management and governance quality.
Builds and maintains financial models, including base-case and downside/stress scenarios and recovery analysis, as appropriate.
Develops and communicates differentiated investment theses and relative-value views, including buy/hold/sell recommendations aligned with current portfolio strategy.
Monitors financial disclosures, earnings, corporate actions, rating agency actions, and market technicals; provides timely updates on credit events and market-moving news.
Integrates macroeconomic, political/geopolitical, and ESG factors into credit assessments, with emphasis on governance, policy/regulatory risk, and country-risk transmission to issuers.
GROUP/ ORGANIZATIONAL DYNAMIC:
Promotes a culture of mutual respect and high ethical standards.
Models NM Behaviors: Client First, Powered by Our People, Future Focus.
Exercises sound judgment and independent thinking.
Leads process improvement through effective use of technology and data science.
Responds in a timely manner to requests for data, opinions, and other information.
Attends and leads/participates in group activities and engages others in relevant discussion.
What You’ll Bring to the Role:
Five years or longer of relevant work experience conducting sovereign or corporate credit analysis. Economics background is a plus.
Master of Science or Master of Business Administration (MBA) preferred. Bachelor’s degree with an emphasis on finance, accounting, economics, statistics, or other related area.
CFA designation or progress towards attaining the CFA designation recommended (not required).
Strong analytical skills, including understanding economic trends, performing financial statement analysis, evaluating cross-sector relative value, and presenting credit recommendations for potential investment opportunities.
Effective oral and written communication skills and demonstrated ability to prioritize work.
Proficiency with Bloomberg, Blackrock Aladdin, and other programming or data analytic tools is desirable.
Skills You Have:
Adaptive Communication: Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences.
Attention to Detail: Focuses on specific details to spot and correct errors in advance of them being found and surpass quality expectations. Performs work with thorough proofreading for presentation, content, accuracy, and overall quality.
Financial Acumen: Applies the knowledge of financial statements, financial analysis, budgeting, forecasting, and financial modeling to ensure decisions are fiscally sound and responsible.
Financial Market Monitoring: Consistently tracks and analyzes financial market data and news, evaluates trends and events that may impact investment portfolios or financial decisions, and makes informed decisions based on this information. Stays up to date on economic indicators, market news, and global events, and understands how they relate to investment opportunities and risks.
Industry Knowledge: Demonstrates extensive knowledge of common practices, regulatory considerations, market trends and the competitive landscape within a particular industry / sector to better understand and address unique client requirements, challenges, and context.
#LI-Onsite
Compensation Range:
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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for additional information pertaining to compensation and benefits.
Risk Management (NM) - Expert, Risk Evaluation (NM) - Expert, Storytelling through Data (NM) - Expert, Cross Functional Partnering & Planning (NM) - Expert, Talent Development & Planning (NM) - Intermediate, Financial Acumen (NM) - Expert, Interpersonal Savvy (NM) - Expert, Business Influence (NM) - Intermediate, Strategic Vision & Planning (NM) - Intermediate, Accountability (NM) - Intermediate, Attention to Detail (NM) - Expert, Adaptive Communication (NM) - Expert, Industry Knowledge (NM) - Expert, Financial Market Monitoring (NM) - Expert
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
The Senior IAM Directory Services Engineer plays a critical role in shaping the future of identity at Northwestern Mutual. This position partners with engineering teams, security architects, product managers, and vendors to design, automate, and modernize our identity ecosystem.
We are looking for an engineer who is forward‑thinking, automation‑driven, and passionate about leveraging modern identity technologies, including AI-assisted threat detection, advanced authentication patterns, and infrastructure‑as‑code.
This role is responsible for engineering, enhancing, and supporting Identity and Access Management capabilities with a focus on Entra ID, Active Directory, application integrations, Identity Provider (IdP) technologies, and Zero Trust authentication models.
What You'll be doing:
Engineer and support enterprise identity solutions across Entra ID, Active Directory, SSO, and federated identity platforms (OAuth/OIDC, SAML, WS‑Fed).
Design and maintain policies for MFA, Conditional Access, workload identities, and modern authentication protocols.
Develop automated IAM workflows using PowerShell, Python, Terraform, GitLab/GitHub CI/CD, and other IaC frameworks.
Create predictable and repeatable deployment patterns for identity services through CI/CD pipelines.
Identify opportunities for automation and help evolve an “automate first” engineering culture.
Use tools such as Splunk, Crowdstrike Identity Protection, Bloodhound and other monitoring platforms to analyze identity logs, detect anomalies, and drive resolution.
Work with product and engineering leaders to assess and pilot AI-driven identity technologies.
Lead complex problem resolution and support escalations requiring deep IAM expertise.
Document architecture, decisions, playbooks, and engineering patterns.
Collaborate in agile teams and mentor engineers on identity engineering best practices.
What You'll Bring to the role:
Bachelor’s degree in computer science, Cybersecurity, Information Systems, or equivalent experience.
5+ years of professional engineering experience in IAM or directory services.
Strong experience with Active Directory, Entra ID, SSO/IdP integrations, identity lifecycle automation, and Conditional Access.
Hands-on experience with scripting/automation (PowerShell and/or Python).
Experience with CI/CD pipelines (GitLab, GitHub, Azure DevOps).
Knowledge of cloud identity patterns across Azure, AWS, and SaaS providers.
Strong problem‑solving ability and communication skills.
Strong documentation, testing and automation skills.
What Sets you apart:
Experience with Terraform, Bicep, Ansible, or other IAC tools.
Background in Splunk, Sentinel, or equivalent SIEM platforms.
Familiarity with AI/ML-driven identity tooling and adaptive access policies.
Understanding of Zero Trust architectures.
Relevant certifications (Microsoft Identity, Azure Architect, AWS, Security+, CCSP, CISSP).
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$118,960.00Pay Range - End:
$178,440.00Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Analytical Thinking (NM) - Advanced, Compliance (NM) - Advanced, Strategic Thinking (NM) - Advanced, Security Practices (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Advanced, Continuous Improvement (NM) - Advanced, Cloud Deployment Models (NM) - Advanced, Business Automation (NM) - Advanced, Customer Centricity (NM) - Intermediate, Technical Problem Solving (NM) - Advanced, Identity Protocols (NM) - Advanced, Adaptive Communication (NM) - Advanced, Identity & Access Management Industry Standards (NM) - Advanced, DevSecOps (NM) - Advanced, Learning Agility & Critical Thinking (NM) - Advanced, Access Management Tools & Technologies (NM) - Advanced, Stakeholder Relationship (NM) - Intermediate
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Conducts assessments of the Company’s risk management processes and systems of internal control. These assessments add value to the organization by improving Company operations and compliance which positively impacts our product value and financial strength. Focuses on audits of the Company’s public, private, and real estate investment operations, retail brokerage operations, as well as shared services such as Human Resources, Actuarial, and Third Party Risk Management.
What You'll Do:
Acts as team member on assigned audits, working under the direction of a lead auditor.
Assesses the efficiency and effectiveness of management’s controls to manage risk.
Communicates effectively with business to identify control enhancements and advise management in designing effective controls or changes to business processes.
Utilizes data analytics (ACL, Excel, Power BI, etc.) to perform audit testing and to evaluate, validate, and profile data.
Prepares clear, logical workpapers and drafts language for control enhancements identified.
Utilizes time effectively to support multiple audits or projects concurrently.
Demonstrates or develops an appropriate level of organizational, regulatory, and business knowledge.
Establishes and maintains strong, collaborative relationships within the department and with our business contacts.
Contributes to continuous improvement efforts in the department.
What You'll Bring to the Role:
Undergraduate degree (accounting, economics, business, or other relevant)
Three or more years experience in audit, investment, data analysis, or related business operations.
General background of IT controls.
Demonstrated analytical and problem solving skills.
Basic skills in data analysis to identify data analytic opportunities and to obtain, load, validate, and analyze data.
Demonstrated interpersonal, oral and written communication skills.
Familiarity with project/time management and working in a team environment.
Proven ability to deal with ambiguity and respond to changing business needs.
Ability to build rapport and understand internal businesses clients.
Knowledge of industry and regulatory practices and procedures within core focus area, including relevant specialty designations. (e.g. CIDA, Series 7 or Series 6, CLU, CFE, CIFRS)
CPA, CIA, CIDA, CFE preferred or willingness to obtain.
Skills You'll Have:
Attention to Detail: Focuses on specific details to spot and correct errors in advance of them being found and surpass quality expectations. Performs work with thorough proofreading for presentation, content, accuracy, and overall quality.
Audits: Demonstrates the ability to interact with others in the audit process, including working with other auditors, commenting on audit reports, and developing corrective action plan.
Business Acumen: Applies knowledge of both general and organization-specific business issues/financial implications for the organization to problem solve.
Control Analysis: Monitors controls to ensure they are in place, operating as intended, and effective, and then identifies gaps and weaknesses that could result in risks.
Cross Functional Partnering & Planning: Facilitates collaboration, communication, coordination, and planning with individuals and teams from different functions within the organization, and who have different areas of expertise, to achieve common goals.
Data Collection & Analysis: Gathers, stores, accesses, and uses information collected via quantitative (e.g., surveys or usage data) or qualitative methods (e.g., interviews, focus groups, document analysis). Analyzes data to uncover patters and insights to inform business decisions.
IT Audit & Control: Uses tools, controls, techniques, established principals and standards to ascertain the quality, effectiveness, security and accuracy of information systems.
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$65,440.00Pay Range - End:
$98,160.00Geographic Specific Pay Structure:
Structure 110:
$72,000.00 USD - $108,000.00 USDStructure 115:
$75,280.00 USD - $112,920.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Facilitation (NM) - Intermediate, Industry Knowledge (NM) - Intermediate, Continuous Improvement (NM) - Intermediate, Policy & Procedure (NM) - Intermediate, Control Analysis (NM) - Intermediate, Business Acumen (NM) - Intermediate, Risk Assessment & Identification (NM) - Intermediate, Data Security (NM) - Intermediate, Cross Functional Partnering & Planning (NM) - Beginner, Documentation (NM) - Intermediate, Storytelling through Data (NM) - Beginner, Project Management (NM) - Intermediate, Decision Making (NM) - Intermediate, Organizational & Political Savvy (NM) - Beginner, Attention to Detail (NM) - Intermediate, Technical Problem Solving (NM) - Beginner, Research Communication (NM) - Intermediate, AI Risk Modeling (NM) - Intermediate, Audits (NM) - Intermediate, IT Audit & Control (NM) - Beginner, Internal Controls (NM) - Intermediate, Technical & Digital Acumen (NM) - Beginner, Data Collection & Analysis (NM) - Intermediate, Interpersonal Savvy (NM) - Intermediate, Risk Evaluation (NM) - Intermediate, Risk Consulting (NM) - Intermediate
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
**Open to remote...If local to the Franklin/Milwaukee area, it will be hybrid onsite at our Franklin office...3 days onsite***
Series 6 or 7 AND Series 63 License - REQUIRED
Department: Income & Maturity Services (IMS)
About the Job: The Income and Maturity Services Department (IMS) is a vital part of our organization, delivering seamless support for converting accumulated funds into guaranteed income streams. We partner closely with financial representatives, client service specialists, and internal teams to ensure smooth transitions from accumulation to payout phases.
What You'll do:
In this role, you’ll support our field teams and clients with income disbursement and policy maturity needs. You’ll process income conversion transactions, manage maturity options (e.g., lump‑sum or annuitized payouts), and address customer inquiries related to income and maturity services. You’ll thrive in a collaborative, metrics‑driven call center environment that prizes ownership, clarity, and continuous improvement.
Deliver remarkable service: Answer questions, present servicing options, and help clients navigate their products and services in a call center environment.
Resolve inquiries and transactions: Handle basic and intermediate (semi‑complex) calls and transactions from financial representatives and clients in registered areas while building proficiency in more complex work.
Research and problem‑solve: Investigate root causes and evaluate solutions—occasionally deviating from standard procedures when appropriate—to resolve complex issues efficiently.
Own the experience: Take ownership of calls, anticipate future issues, and proactively prevent repeat contacts or unnecessary transfers.
De‑escalate effectively: Guide clients through complex or unique inquiries while protecting the client experience.
Advocate for the field: Serve as a trusted partner to financial representatives, aligning on client needs and outcomes.
Champion digital & self‑service: Promote website and self‑service capabilities; understand the risks and downstream impacts of each transaction on the client or policy.
Connect systems to outcomes: Understand how systems and processes connect to produce accurate, timely results.
Drive change: Embrace continuous improvement and help create processes and provisions that accommodate evolving business needs.
Build loyalty: Foster professional relationships that enhance brand loyalty and trust.
Protect confidentiality: Handle phone and transactional work with strict privacy and confidentiality standards.
Adapt to demand: Shift priorities fluidly to meet business and customer needs.
Ensure good order at maturity: Review income plan election forms for “good order,” resolve NIGO items with field partners, and maintain case tracking for maturing annuity contracts.
Support suitability & compliance: For fixed, variable, blended, or portfolio income plans, confirm required suitability forms are completed by licensed/trained financial representatives.
What You’ll Bring to the Role:
Associate’s degree in business or related field, or equivalent combination of education and experience.
Minimum 2 years of customer service experience with proven client‑service skills.
Strong organization skills and the ability to prioritize.
A continuous learning mindset and curiosity for improvement.
Demonstrated problem‑solving skills and the ability to provide clear options.
Proficiency with modern software tools and solid keyboarding skills.
FINRA Licensing: Series 6 and Series 6
Skills You have:
Change Adaptability (NM) – Intermediate
Adapts readily to continual change; stays open to new methods and ways of working, and adjusts behavior to suit the situation and evolving business needs.
Financial Services Industry Acumen (NM) – IntermediateUnderstands key concepts, regulations, products, and trends in financial services; applies this knowledge to support informed, compliant, and client‑centric decisions.
Adaptive Communication (NM) – IntermediateConveys complex information clearly to targeted audiences; bridges communication between technical and non‑technical stakeholders with tailored messaging.
Customer Service Mindset (NM) – IntermediateAnticipates customer needs and uses insights to solve problems and drive outcomes; leverages trends to help customers make informed decisions and ensure satisfaction.
Analytical Thinking (NM) – IntermediateOrganizes and compares data to identify core issues; applies business acumen and problem‑solving skills to think critically and improve processes.
#LI-Remote
This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 63 - FINRA, Series 6 - FINRA, SIE - FINRACompensation Range:
Pay Range - Start:
$21.77Pay Range - End:
$32.66Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
The role of the EPG Strategic Growth Partner – Talent Acquisition is to expand the firm's executive leadership presence through the appointment and development of Chief Recruitment Officer and Internship Development Officer. This role provides counsel to high-level leaders responsible for attracting internship and career-changer talent to create scalable and sustainable best practices to support recruiting.
Primary Duties & Responsibilities:
Build and Execute on a Chief Recruitment Officer strategy to lead a team of talent multipliers to deliver 100% of the firm’s contract and Class of Premium Goal
•Facilitate Recruiter Study Group with MP/CDO/CRO
•Meet monthly with MD + Lead Recruiter to strengthen the Recruiter/D relationship + increase recruiter retention & productivity
•Assist in assessing new talent for lead recruiter roles and co-create recruiter on-boarding plans
•Track and coach toward Home Office Recruiter of the Year Recognition
•Collaborate with marketing team to brand the full-time career opportunity
•Audit, upgrade and enhance on-boarding, contracting and licensing systems and processes to increase accept to contract ratio
Build and Execute on an Internship Development Officer strategy to deliver a consistent and predictable output of conversion talent
•Facilitate Recruiter Study Group with MP/CDO/CRO/IDO
•Meet monthly with MD + Lead Recruiter to strengthen the Recruiter/D relationship + increase recruiter retention & productivity
•Collaborate with marketing team to brand the internship opportunity on campus and in the community
•Assist in assessing new talent for lead recruiter roles and co-create recruiter on-boarding plans
EPG & Performance Team
•Uplevel and evolve EPG and Performance Team mindset, philosophies, methods and processes within the CRO realm to remain on the leading edge of the system and drive intern and full-time contracts
•Influence the entirety of the field through strategic sharing of tools to drive system-wide performance measures
Leverage CRO playbook to enshrine strategies and tactics that drive record-setting performance and grow AIM
Results
•100% Goal Achievement/Increase of Intern Contracts
•100% Goal Achievement/Increase of Full-Time Contracts
•100% Goal Achievement/Increase of LOS 0 FYC
Qualifications:
Minimum 8 years of progressively responsible work experience emphasizing decision making, finance, consultation, influence, and communication.
Ability to work collaboratively in a team environment.
Exceptional analytical and problem-solving skills.
Ability to critically and logically evaluates costs, risks and benefits of alternatives before coming to a solution.
Demonstrated ability to anticipate and respond quickly and creatively to change and shifting, sometimes competing, priorities.
Comfort operating through risk and uncertainty in a high- volume work environment.
Regular travel, 25% or more to client sites/field locations.
Compensation Range:
Pay Range - Start:
$160,000.00Pay Range - End:
$240,000.00Geographic Specific Pay Structure:
Structure 110:
$176,000.00 USD - $264,000.00 USDStructure 115:
$184,000.00 USD - $276,000.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
At Northwestern Mutual, we’re changing the way people think about financial planning with the scale of a Fortune 90 company. We’re redefining and reinventing the industry and changing people’s financial lives with better experiences and better technology. We believe in building inclusive, and diverse workplaces, where every voice is heard. Come help us build for the future!
Dig deep into a specific business areas 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 experts in an agile methodology to deliver on outcomes.
What You'll Do:
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 complex 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.
What You'll Bring to the Role:
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 mastery of role specific competencies.
Deep familiarity of agile & scrum development environments.
Solves problems in straightforward situations; analyzes possible solutions using technical experience, judgment and precedents.
Ready to take your career to the next level? Apply today and help us shape the future of investment products at Northwestern Mutual.
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$75,600.00Pay Range - End:
$113,400.00Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Wireframing, Process Mapping, Business Analysis, User Research, Microsoft Power Business Intelligence (BI), Storytelling, Atlassian JIRA, Structured Query Language (SQL), Product Demonstrations, Gap Assessments, Adobe Analytics, Industry Benchmarking (Inactive), Test Planning, Continual Improvement Process, Requirements Gathering
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
What's the Job:
Implement and maintain IGA capabilities including lifecycle management, access requests, entitlement management, role management (RBAC), access reviews, and separation of duties.
Develop, and maintain Java applications and services that support IAM/IGA (e.g., custom connectors, middleware, REST APIs, microservices, utilities, web applications).
Produce documentation (designs, configurations, runbooks) and contribute to knowledge base and standards.
Contributes to the innovation of software development within IAM domain.
Consults on right-sizing decisions, software solutions, and services.
Accountable for building, managing, and maintaining Identity and Access related security tools and the infrastructure required to support them. Focus on designing and implementing automation to aid the team in creating efficiencies.
Participate in change management, release planning, and on-call rotation for production support as needed.
Support audit activities and evidence collection.
Perform other duties as assigned.
What You'll Bring to the role:
Bachelor's degree in Cyber Security, Computer Science, Information Systems or equivalent work experience in the IT field.
Strong Java programming expertise (e.g., Java 8+), including object-oriented design, REST API integrations, and build tooling (Maven/Gradle).
Experience with engineering best practices to include analyzing, designing, developing, deploying, and supporting software solutions and infrastructure implementations/upgrades.
Experience in the following domains: SailPoint Identity, Privileged Access, Access Certifications, SSO/Federation, Active Directory, Azure, AWS
Strong problem-solving skills.
Strong documentation, testing and automation skills.
Strong sense of ownership and the ability to work with a limited set of requirements.
Ability to explain technical solutions to technical teams and non-technical teams.
Strong ability to align and mature to security practices.
Strong ability to align technical needs to business processes.
Strong ability to prioritize work based on business objectives.
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$98,320.00Pay Range - End:
$147,480.00Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Continuous Improvement (NM) - Intermediate, Technical Problem Solving (NM) - Intermediate, Cross Functional Partnering & Planning (NM) - Intermediate, Business Automation (NM) - Advanced, Compliance (NM) - Intermediate, Strategic Thinking (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Analytical Thinking (NM) - Intermediate, Adaptive Communication (NM) - Intermediate, Learning Agility & Critical Thinking (NM) - Intermediate, DevSecOps (NM) - Intermediate, Access Management Tools & Technologies (NM) - Intermediate, Security Practices (NM) - Intermediate, Cloud Deployment Models (NM) - Intermediate, Identity & Access Management Industry Standards (NM) - Intermediate, Identity Protocols (NM) - Intermediate, Stakeholder Relationship (NM) - Intermediate
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
We are looking for dedicated and driven strategists who have significant experience crafting enterprise-level strategies, synthesizing diverse insight sources into actionable recommendations, and crafting executive presentations. The ideal candidate has a proven ability to manage ambiguity with limited direction in a fast-paced environment and partner with senior leaders in a matrixed organization. Bonus if they have experience in financial services, experience strategy, or human-centered design.
What You’ll Do:
Analyze client experience performance, identifying gaps/opportunities across E2E experience, within Journeys, and within Journey episodes for strategic prioritization
Collaborate to shape and define client strategies to support broader business outcomes including but not limited to: experience outcome articulation, performance gaps, client segment focus and opportunities, etc.
Conduct research and analyze data on market, competitors, and consumer trends to inform actionable insights, strategic hypotheses, and decision-ready recommendations
Establish robust experience monitoring and measurement in partnership with Domains (business and execution partners); launch customer listening posts to track performance
Use structured problem-solving to develop and drive recommendations; default to solving problems with a business-led approach and using data insights to formulate hypothesis statements
Lead and/or partner experience research and concept tests (story boards, vignettes, Figmas) with partners, using human‑centered design methodologies to improve client or advisor outcomes
Partner with cross-functional teams to translate strategy into execution, including establishing shared outcomes & OKRs and supporting prioritization discussions
Conduct strategic planning across large portfolios of work; conduct portfolio analysis and prioritization to advise experience priorities and OKRs
Prepare and deliver executive updates (incl. c-suite and Board materials), articulating insights and synthesizing complex ideas into crisp concepts and action plans
Leverage expert management and organization to independently lead distinct bodies of work and/or projects, including anticipating business needs beyond immediate next steps and connecting the strategy to execution
What You’ll Bring to the Role:
6-8 years of progressive work experience, including:
3+ years strategy experience
Prior experience in management consulting, corporate strategy, or similar roles
Bonus: 1+ years in experience strategy, service design/innovation, or journey management
Bachelor’s degree or higher
Ability and willingness to self‑manage workstreams, drive outcomes with limited direction, and work in a fast-paced environment with tight timelines
Demonstrate a proactive mindset and willingness to learn and adapt in ambiguity
Exceptional verbal, written and presentation skills; strong PowerPoint skills and proficiency in executive storytelling required
Experience defining multidisciplinary strategies that apply structured problem solving and frameworks to drive business outcomes
Demonstrated success conducting primary and secondary research and synthesizing insights to inform strategic decisions
Ability to effectively lead, partner with, and optimally influence senior executives and other partners at all levels across a matrixed organization
Bonus:
Deep knowledge of advisor-led business models
Experience in financial services
Familiarity with human-centered design methodologies
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$118,960.00Pay Range - End:
$178,440.00Geographic Specific Pay Structure:
Structure 110:
$130,880.00 USD - $196,320.00 USDStructure 115:
$136,800.00 USD - $205,200.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Lead enterprise efforts related to, and be recognized as the enterprise expert for establishment, maintenance, and operationalization of enterprise risk governance frameworks, structures, and practices that provide the foundation for effective risk management across the Company. Advance the integration of strategic risk management within the enterprise risk framework. Drive alignment and execution of these components of the enterprise risk framework in partnership with risk and business leaders across the Company. Lead the enterprise risk program management capability, including department planning, strategy, reporting, and finance. Contribute to other Enterprise Risk Management & Resiliency (ERMR) functions.
What You'll Do:
Lead governance elements of the enterprise risk framework across all risk classes, including risk policies, appetite, taxonomy, and scoring, and support the advancement of the Company’s three lines model and process taxonomy. These elements conceptually underpin risk management across the enterprise.
Advance ERMR efforts to apply and adapt the Company’s enterprise risk management framework to the strategic risk class, with guidance from the VP – Enterprise Risk, Solvency & Sustainability and other members of ERMR and the risk function, and working closely with appropriate business units, corporate functions, and their executives.
Partner with ERMR leaders, and other risk and business leaders across the Company, to drive alignment and execution of risk governance and strategic risk practices.
Provide strategic leadership and visioning, and deliver and oversee, holistic strategy, planning, finance, reporting and operations of the ERMR department, including as a member of the ERMR leadership team. Coordinate closely with members of the ERMR leadership team and other risk leaders to align related risk and resiliency workstreams / components of the enterprise risk framework. Advance reporting, service delivery, and outcomes to reflect increased responsibilities and complexity of ERMR department.
Support the continued maturation of enterprise risk governance roles, operating models, frameworks, and practices, including corporate committee risk oversight roles, practices, and reporting to the Enterprise Risk Executive Committee in its role as the senior risk governance structure. Partner with Corporate Governance and risk leaders across the enterprise on overall governance alignment, including with respect to Company subsidiaries, to dynamically, efficiently, and effectively support enhanced risk governance capabilities.
What Experience You'll Bring:
Bachelor’s degree required; preferred bachelor’s or advanced degree in risk management, finance, actuarial, business, law or related field.
Ten years of progressive experience, including 5 years of progressive, applicable leadership experience with exposure to senior management.
Three years of progressive risk management experience and deep understanding of the financial services industry and the environment the company operates in, including the unique risk culture of Northwestern Mutual.
Strategic Thinking: Ability to understand the Company's strategic direction and the connection between strategy and risk management.
Innovation / Transformation: Must be able to operate effectively within, and contribute to, a culture of innovation. Ability to think creatively and identify opportunities to redesign existing processes and/or develop new processes to facilitate transformation within ERMR and the Company.
Dealing with Ambiguity: Ability to effectively cope with constant change demonstrated by specific techniques to redirect own efforts and efforts of others. Includes the ability to help others efficiently cope with change and minimize the emotional impact.
Problem Solving: Demonstrated knowledge of and practical application of multiple problem-solving tools (including a total systems approach) addressing complex and unique problems. Established history of solving problems with effective solutions. Ability and determination to communicate difficult risk information and other situations to all levels of company management.
Leadership: Strong leadership skills, including excellent decision making, consultation, influence, and communication, and NM enterprise savvy to navigate, influence and inform multiple key internal stakeholders, as well as skill as a people-leader and in talent management and development.
Advisor: Trusted advisor and builder of strong, collaborative relationships with key business and risk partners to align and deliver on cross functional, enterprise solutions.
Enterprise Acumen: Strong finance, planning, strategy, and operations skills, including the ability to understand how initiatives drive business outcomes and drive work through the processes and procedures within NM to ensure leadership buy-in and execution quality.
#LI-Onsite, #LI-Hybrid
Compensation Range:
Pay Range - Start:
$144,000.00Pay Range - End:
$216,000.00Geographic Specific Pay Structure:
Structure 110:
$158,400.00 USD - $237,600.00 USDStructure 115:
$165,600.00 USD - $248,400.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
KPIs & Metrics (NM) - Expert, Risk Management (NM) - Expert, Data Collection & Analysis (NM) - Expert, Business Acumen (NM) - Expert, Technical Problem Solving (NM) - Intermediate, Technical & Digital Acumen (NM) - Intermediate, Key Risk Indicators & Metrics (NM) - Expert, Project Management (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Expert, Storytelling through Data (NM) - Intermediate, Policy & Procedure (NM) - Expert, Enterprise Risk Management (ERM) (NM) - Expert, Risk Assessment & Identification (NM) - Expert, Risk Consulting (NM) - Expert, Thought Leadership (NM) - Expert, Facilitation (NM) - Expert, Accountability (NM) - Advanced, Control Analysis (NM) - Expert, Documentation (NM) - Expert, Adaptive Communication (NM) - Advanced, Continuous Improvement (NM) - Expert, Decision Making (NM) - Expert, Business Influence (NM) - Advanced, Attention to Detail (NM) - Expert, Organizational & Political Savvy (NM) - Expert, Industry Knowledge (NM) - Expert
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Northwestern Mutual (NM) is in the early stages of a bold, enterprise-wide transformation, rewiring how we operate, anchored in our multi-year vision. We are looking for an Assistant Director to join the newly formed Acceleration Office, at the center of this work.
The Acceleration Office is a dedicated team within the Enterprise Enablement and Technology function, with a mandate to drive transformation across NM. As an Assistant Director, you will be a hands‑on transformation leader and problem solver who helps drive priority work from strategy through execution, partnering closely with a Senior Director and cross‑functional leaders across business and technology. Your work will directly support:
Active frontrunners already operating in the new model
Defining and operationalizing the future‑state blueprint for scale
Launching new teams/solutions aligned to the model
Connectivity across transformation workstreams
This is a high‑visibility, fast‑paced role suited for someone who thrives in ambiguity, moves quickly with quality, and brings structure and rigor to complex work.
What you’ll do:
Drive execution: Own discrete transformation workstreams or workstream components from problem definition through delivery, translating strategic direction into milestones, plans, and clear accountability.
Support active frontrunners: Help support teams already operating in the new model by coordinating across partners, identifying friction, and driving follow-through on priorities that improve delivery and adoption.
Operationalize the blueprint for scale: Contribute to defining and operationalizing the future-state blueprint by translating concepts into practical deliverables, actions, and decision points that enable scale.
Launch new teams and solutions: Support readiness and coordination activities required to launch new teams or solutions aligned to the model, including sequencing, dependency management, and cross-functional alignment.
Establish execution rigor: Build and maintain workplans, status reporting, RAID and decision logs, and dependency tracking to create transparency, reduce execution risk, and increase throughput.
Monitor OKRs and KPIs: Support the measurement and reporting of outcomes using OKRs/KPIs, enabling leaders to see progress, surface tradeoffs, and course-correct quickly.
Orchestrate decision forums: Help run meeting cadences and decision forums that enable high-quality decisions, clear ownership, and fast follow-through across business and technology partners.
Shape executive communications: Draft and synthesize executive-level updates, progress reports, and decision-ready materials that translate complexity into clarity.
Be a systemic problem solver: Identify bottlenecks and organizational friction that slow teams down, then drive practical solutions in partnership with stakeholders across the enterprise.
What you’ll bring
5+ years in management consulting (MBB or Big 4) with experience with operating model transformation efforts strongly preferred
Blended strategy and execution skill set: Demonstrated ability to move from structured problem solving to hands-on delivery, including program and initiative execution in complex environments.
Bias toward action: A pragmatic, “make progress” mindset with the ability to move quickly while maintaining quality and integrity.
Cross-functional stakeholder management: Experience working across business and technology partners, facilitating alignment and driving outcomes through influence.
Comfort with ambiguity: Ability to operate in an environment where the playbook is evolving, bringing structure, momentum, and sound judgment.
Strong communication and storytelling: Clear, concise communicator who can build crisp executive-ready materials and synthesize complex ideas.
Data-driven execution discipline: Experience using dashboards, scorecards, OKRs/KPIs, and related execution tools to monitor progress and enable transparency.
Transformation exposure (preferred): Experience supporting operating model change, enterprise transformation, or related work that blends strategy, operating rhythms, and adoption.
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$108,160.00Pay Range - End:
$162,240.00Geographic Specific Pay Structure:
Structure 110:
$118,960.00 USD - $178,440.00 USDStructure 115:
$124,400.00 USD - $186,600.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Analytical Thinking (NM) - Advanced, Risk Management (NM) - Advanced, Customer Centricity (NM) - Advanced, Emotional Intelligence (NM) - Advanced, Change Adaptability (NM) - Advanced, Program Management (NM) - Expert, Prioritization (NM) - Advanced, Program Governance (NM) - Expert, Adaptive Communication (NM) - Advanced, Consulting (NM) - Advanced, Business Acumen (NM) - Advanced, Stakeholder Relationship (NM) - Advanced, KPIs & Metrics (NM) - Intermediate, Process Mindset (NM) - Advanced
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Plays an important role as the ambassador and champion for Northwestern Mutual’s Advisor Value proposition. Expert at expressing the value of affiliation with Northwestern Mutual’s leader led field system and partner with field leaders to ensure advisors optimize their affiliation with Northwestern Mutual by capitalizing on the support, products, practice platforms, and services available.
Primary Duties & Responsibilities
Partner with field leaders to establish an annual advisor growth and engagement plan for each network office to deliver successful career advisor performance outcomes.
Integrate and align the annual local sales plan with the annual advisor growth and engagement plan. (Sales plan to be executed primarily through the sales enablement team).
Partner with internal stakeholders and business owners (sales enablement, wealth, advisor solutions, marketing, etc.) to execute on various components of the growth and engagement plan.
Ensure effective delivery of key enterprise change initiatives through Northwestern Mutual’s leader-led model.
Partner with field leaders to develop and improve local services/solutions/systems across the core dimensions of Local Advisor Experience.
Provide managing partners and advisors with timely and relevant updates impacting the advisor experience. (i.e. grid, program fees, FBP, practice models, etc.)
Progress field leader knowledge and infrastructure to support advisors throughout their career with Northwestern Mutual. (Advisor Solutions, Risk Product, Wealth, etc.)
Identify key practices within assigned offices and assess for ongoing needs and risks.
Serve as the primary point of contact for field leaders and their teams on items related to the advisor experience.
Provide regular analysis of career advisor productivity results and make subsequent recommendations to improve performance.
Respond to the unique needs of key firms to improve their experience and endear firms (and G2s) to Northwestern Mutual (Advisors being recruited away, external acquisitions, navigation of the policies and platforms, exception requests).
Qualifications:
Bachelor’s degree with minimum 5 years of advanced field consulting / client management experience
Deep understanding of the financial advisor experience and value proposition at Northwestern Mutual and expert at expressing the value of affiliation with Northwestern Mutual’s leader led field system.
Strong interpersonal communication skills with the ability to flex style based on the receiver/audience
Organizational savvy with the ability to navigate the NM enterprise and align with key internal stakeholders
Ability to influence without authority
Strong acuity for the financial advisor business (internal and external)
Strong change management skills with the ability to roll out, gain buy in and support new
Knowledgeable about financial planning
Knowledgeable about risk and wealth solutions in financial planning
Compensation Range:
Pay Range - Start:
$118,960.00Pay Range - End:
$178,440.00Geographic Specific Pay Structure:
Structure 110:
$130,880.00 USD - $196,320.00 USDStructure 115:
$136,800.00 USD - $205,200.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Analytical Thinking (NM) - Advanced, Customer Centricity (NM) - Advanced, Field Advocacy (NM) - Advanced, Adaptive Communication (NM) - Advanced, Emotional Intelligence (NM) - Advanced, Consulting (NM) - Advanced, Client Engagement & Influence (NM) - Advanced, Root Cause Analysis & Decision Quality (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Intermediate, Prioritization (NM) - Advanced, Learning Agility & Critical Thinking (NM) - Advanced, Interpersonal Savvy (NM) - Advanced
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Support the Company's sales reporting and planning processes by delivering timely, accurate reports, forecasts, and analysis that inform business decisions and drive performance. Provide value‑added insights through financial modeling, variance analysis, and cross‑functional collaboration to support monthly reporting, the annual Sales Plan, and the Mid‑Year Forecast.
What You'll Do:
Produce and validate monthly corporate sales reports and dashboards; ensure data accuracy and timely distribution to stakeholders.
Perform detailed variance analysis (actual vs. plan / prior year), identify key drivers, and present concise insights and recommendations.
Build and maintain decision‑grade financial models and scenario analyses for product lines and initiatives.
Interact with executive officers, department heads, and other members of senior management to provide meaningful sales focused analysis and presents recommendations to aid in decision-making.
Proactively identify issues and facilitate discussions to resolve those issues across functions and departments.
Responsible for building complex financial models to predict and understand the business as well as actual results. Understand drivers and internal metrics for tracking and comparing results.
Challenge assumptions made in forecasts and projections.
Make connections to understand and integrate internal best practices to best support overall business objectives.
Communicate results clearly to managers and senior stakeholders; prepare executive‑level commentary for leadership and board materials.
Apply creativity and innovation in identifying process improvements and other opportunities to provide insight.
May be responsible for developing strategies to best utilize systems and maintaining expertise over financial reporting systems.
Lead special projects and assignments related to sales reporting, financial reporting, process improvements, or other projects as requested by division leaders.
Partner with Data Solutions, Accounting, Sales Enablement, Corporate Strategy and business leaders to source data, resolve discrepancies, and improve data flows
What Experience You'll Bring:
Bachelor's degree in accounting, finance, business administration, or related degree with accounting emphasis preferred.
Typically, 5 or more years of financial management experience and/or financial planning and analysis experience.
Strong analytical, planning, organization, budgeting, problem solving, negotiation, oral and written communication skills are essential to this role.
Ability to develop and interpret financial models for complex analysis.
Demonstrated ability to make effective decisions and influence without authority at all levels of leadership.
Ability to maintain confidentiality and manage multiple assignments concurrently while effectively prioritizing.
Ability to develop and present recommendations to management.
Ability to build rapport and acceptance at different levels of management and across various departments.
CPA or CMA designation is preferred.
#LI-Hybrid, #LI-Onsite
Compensation Range:
Pay Range - Start:
$81,280.00Pay Range - End:
$121,920.00Geographic Specific Pay Structure:
Structure 110:
$89,440.00 USD - $134,160.00 USDStructure 115:
$93,440.00 USD - $140,160.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Resource Management (NM) - Intermediate, Process Improvement (NM) - Intermediate, Financial Acumen (NM) - Advanced, Process Mindset (NM) - Intermediate, Business Automation (NM) - Intermediate, Business Acumen (NM) - Intermediate, Storytelling through Data (NM) - Intermediate, Cross Functional Partnering & Planning (NM) - Intermediate, Financial Analysis (NM) - Intermediate, Financial Forecasting (NM) - Advanced, Consulting (NM) - Intermediate, Expense Reporting Management (NM) - Advanced, Learning Agility & Critical Thinking (NM) - Intermediate, Attention to Detail (NM) - Advanced
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
The Assistant Director - Interim Supervision Support, within the Supervision division of Enterprise Compliance, will play a crucial role in co-leading the temporary support of Northwestern Mutual field network offices during times of reduced supervision capacity. This role is responsible for managing networking office support engagements, partnering with Managing Partners and home office partners to build strong supervision and compliance cultures, resolving complex and non-standard supervision issues, and developing others within this work.
What You'll Do:
Manage network office support engagements, including serving as the primary contact and relationship with office leadership and the lead field supervisor for offices, supported in execution by individuals in a second chair supervisor role within the interim support team
Partner with and support Managing Partners in shaping strong supervision and compliance cultures within their offices, including influencing field leaders in supervision leadership as appropriate
Work effectively with home office business partners at all levels of the organization as needed to support network offices optimally and share insights
Represent the interim support program in appropriate forums, actively sharing insights on office culture, risks, challenges, and opportunities as the eyes and ears in network offices
Resolve complex and non-standard supervision issues, communicating effectively to ensure alignment
Act as a change agent when necessary, leading transformation, growth, and adoption and collaborating with other network office leaders as needed to advance outcomes
Deliver closeout analysis and consultation to Managing Partners and home office partners at the conclusion of support engagements, identifying and sharing key takeaways, risks, and recommendations
Identify and communicate insights and best practices across home office and field supervision teams
Perform daily supervision tasks, including more complex and non-standard supervision work such as supervision plan management and documentation, supervision of higher complexity OBAs, handling of client complaints and contact, review of staff compensation proposals, etc.
Execute proactive training as needed for Financial Representatives and staff on compliance, regulatory, or related topics
Conduct onsite visits to network offices as appropriate during support engagements
Elevate the consistency and quality of supervision by the interim support team through conducting proactive training and coaching, performing quality reviews and providing feedback, and developing others through shadowing opportunities
What You'll Bring to the Role:
Bachelor's degree or equivalent combination of education and experience
FINRA Series 7, 9/10, and 63 registrations are required. FINRA Series 7, 24, 4, 53, and 63 may be considered in lieu of S7, 9/10, and 63.
Active Life/Health licenses, or the ability to obtain within 3 months
Significant experience as a leader in the supervision space and performing supervision duties, or in consulting to distribution leaders on compliance and supervision, ideally within the Northwestern Mutual system
Strong communication skills and ability to handle highly sensitive communications and deliver feedback and difficult messages
Proven ability to identify issues, trends, and potential sales practice concerns with the purpose of escalating or addressing them
Profound decision-making skills, ability to use a mixture of analysis, experience, and judgement to assess risk, navigate ambiguity, and arrive at a conclusion or recommendation
Orientation toward working independently and prioritizing work effectively with minimal guidance
Strong leadership presence and proven ability to cultivate relationships, work effectively with people at all levels in an organization, and influence change with interpersonal savvy
Approachable and skilled in listening, partnering, and advocating with empathy
Financial services industry acumen; extensive working knowledge of standard industry and regulatory policies and procedures; and broad knowledge of Northwestern Mutual compliance systems, business models, and operational workflows
Role may include up to 10-20% travel to network offices
Role can be remote
Skills You Have:
Attention to Detail: Focuses on specific details to spot and correct errors in advance of them being found and surpass quality expectations. Performs work with thorough proofreading for presentation, content, accuracy, and overall quality.
Cross Functional Partnering & Planning: Facilitates collaboration, communication, coordination, and planning with individuals and teams from different functions within the organization, and who have different areas of expertise, to achieve common goals.
Decision Making: Makes timely, data-driven decisions by understanding the probability of success, identifying risks, gathering business requirements, and developing value statements.
Industry Knowledge: Demonstrates extensive knowledge of common practices, regulatory considerations, market trends and the competitive landscape within a particular industry / sector to better understand and address unique client requirements, challenges, and context.
Policy & Procedure: Analyzes current policies and procedures, identifies gaps or areas for improvement, and develops and implements new policies and procedures to address those gaps. Ensures compliance with regulatory requirements and industry standards, as well as effectively communicates policies and procedures to employees and stakeholders. Understands the various components of a workflow, identifies bottlenecks, and implements improvements to increase productivity, reduce costs, and streamline operations.
Strategic Thinking: Uses critical thinking and knowledge of business demand to plan, design, prioritize and execute high impact initiatives and programs.
#LI-Hybrid#LI-Remote
This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 24 - FINRA, Series 7 - FINRACompensation Range:
Pay Range - Start:
$108,160.00Pay Range - End:
$162,240.00Geographic Specific Pay Structure:
Structure 110:
$118,960.00 USD - $178,440.00 USDStructure 115:
$124,400.00 USD - $186,600.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Decision Making (NM) - Advanced, Risk Assessment & Identification (NM) - Advanced, Strategic Thinking (NM) - Advanced, Industry Knowledge (NM) - Advanced, Project Management (NM) - Advanced, Continuous Improvement (NM) - Advanced, Compliance Metrics, Monitoring & Reporting (NM) - Advanced, Policy & Procedure (NM) - Advanced, Attention to Detail (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Advanced
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
The Replacement Analyst is responsible for processing replacement and conservancy case requirements in accordance with state notification regulations for all states excluding New York. This role ensures full compliance with state replacement regulations and company standards while supporting Financial Representatives, Underwriting, and external insurance companies throughout the replacement process.
Review and analyze replacement disclosure forms submitted by Northwestern Mutual Financial Representatives to ensure accuracy, completeness, and compliance with state replacement regulations.
Interpret and apply state-specific replacement requirements, identifying missing documentation, inaccuracies, or regulatory issues.
Communicate directly with Financial Representatives to obtain required corrections or additional documentation.
Ensure all state notification deadlines are met consistently to maintain compliance standards.
Notify replaced companies within state-mandated timeframes following receipt of applications.
Review disclosure forms for mathematical accuracy, completeness, and appropriate responses.
Approve disclosure forms or return them to Financial Representatives for correction when necessary.
Analyze sales materials and illustrations for compliance with state replacement and illustration regulations.
Request additional sales materials or documentation when required.
Investigate undisclosed replacement transactions identified through the New Business Personal History Interview process.
Update internal systems and documentation based on state regulations and case-specific requirements.
Partner with underwriters to manage replacement requirements and support timely case resolution.
Effectively manage pending case volume, follow-ups, and unassigned case reports.
Independently respond to replacement-related inquiries received through the division help line.
Assess the urgency of calls and take appropriate action to address concerns.
Escalate issues requiring management authority or specialized expertise to the appropriate team members.
Apply in-depth knowledge of replacement regulations, procedures, and guidelines across multiple application types.
Utilize and maintain knowledge of internal resources, manuals, and reference materials.
Educate the Field on replacement requirements and available compliance resources, including LINKnet.
Review notification forms submitted by replacing companies for accuracy, completeness, and regulatory compliance.
Correspond with replacing companies to request additional information or documentation when required.
Scan and distribute notifications received from replacing companies.
Provide Financial Representatives with scanned sales materials and illustrations to support conservancy efforts.
Respond to replaced company inquiries regarding inaccuracies or requests for additional information.
Research application files to verify whether related replacement documentation has been processed.
Evaluate and determine necessary corrections to disclosure statements.
Return corrected disclosure statements to Financial Representatives.
Ensure corrected documentation is routed appropriately to replaced companies once completed.
Experience in a high-volume, production-oriented environment.
Strong attention to detail with the ability to handle complex and highly detailed work accurately.
Demonstrated analytical skills and sound judgment in applying rules and regulations.
Strong customer service experience working with internal partners, Field representatives, and third parties.
Excellent written and verbal communication skills.
Ability to work independently while contributing effectively as part of a team.
Consistent attendance and reliable job performance.
Experience in Insurance Operations.
Knowledge of state replacement regulations.
Prior case management experience.
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$20.51Pay Range - End:
$30.76Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Primary Duties & Responsibilities
Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment
Becomes proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a Specialized area.
Researches and evaluates possible solutions to semi-complex problems that requires identifying root cause and some deviations from procedures.
Takes ownership of calls and begins to anticipate future issues to avoid repeat calls and unnecessary call transfers.
De-escalates client experience situations and able to apply skills learned in Effortless Experience training (CEB) to all situations.
Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients.
Embraces new technology, educates clients and Financial Representatives on our client website and self-service capabilities and understands risks and impacts that the transaction has on the client or policy.
Embraces change by keeping an open mind to new ideas, and readily adjusts to new or changing processes.
Embraces continuous improvement by identifying opportunities for improvement.
Fosters a professional relationship with our clients to enhance brand loyalty.
Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards.
Multi-tasks between phone and casework/transactional duties with the high degree of accuracy and quality.
Qualifications
Associates degree in business or related field or equivalent combination of education and experience Minimum of 1 year related customer service experience with proven customer service skills.
Basic understanding of specialized products and/or markets (i.e. DI, LTC, Whole Life, COLI/BOLI, etc.).
Basic understanding of risk products or processes.
Basic understanding of financial planning.
Strong written and verbal communication skills.
Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy.
Strong organization skills with the ability to prioritize tasks.
Ability to welcome change and embrace continuous improvement in a fast-paced work environment.
Strong problem-solving skills and ability to provide options.
A strong desire to continuously learn and improve.
Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages.
Ability to navigate multiple systems and applications to complete standard requests.
Successful completion of any required testing.
Compensation Range:
Pay Range - Start:
$20.51Pay Range - End:
$30.76Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Customer Service Mindset (NM) - Intermediate, Field Relations (NM) - Beginner, Quality Acumen (NM) - Beginner, Policy Inquiries & Complaints Management (NM) - Beginner, Adaptive Communication (NM) - Beginner, Data Security (NM) - Intermediate, Teamwork (NM) - Intermediate, Prioritization (NM) - Beginner, Compliance (NM) - Beginner, Insurance Products (NM) - Beginner, Change Adaptability (NM) - Beginner, Policy & Procedure (NM) - Beginner, Root Cause Analysis & Decision Quality (NM) - Beginner, Attention to Detail (NM) - Intermediate, Escalation Management (NM) - Beginner, Analytical Thinking (NM) - Beginner, Client Advocacy (NM) - Beginner, Customer Support (NM) - Intermediate, Case Management (NM) - Beginner, Tax Awareness (NM) - Beginner
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
What You'll Do:
Monitor investment portfolios by reconciling cash positions, investment holdings, and critical data attributes to ensure accuracy and timeliness.
Respond to internal and external inquiries regarding investment holdings, activities, and portfolio details.
Prepare internal reports and external regulatory filings using tools like PowerBI, Snowflake, and Microsoft Excel.
Participate in process modernization efforts, incorporating digital tools, automation, and AI-driven analytics to streamline workflows and enhance data governance.
Collaborate with teams across Finance and Risk and Institutional Investments to ensure seamless operations and alignment with company objectives.
Execute risk management activities, including conducting basic risk assessments and ensuring adherence to risk policies and regulatory standards.
Support enterprise risk management efforts by identifying potential operational risks in investment activities and contributing to resiliency planning.
Assist in data governance activities, including ensuring data quality, implementing governance policies and standards, and supporting data stewardship.
Ensure accurate, efficient, and timely execution of operational activities across asset classes and managed accounts of reoccurring transactions in public, private, and/or real estate asset classes most asset classes in PI, MSA, NMC and NMRE's public and private managed portfolios including domestic fixed income, common stock, foreign, private placements, real estate equity and mortgage loans. Work with front office to settle transactions.
Collaborate with senior staff members to solve more complex issues and work with custodial bank representatives, brokers, traders, and field offices
Maintain investment data on various systems, conduct reconciliations, and work closely with Investment Accounting, Financial Management, Law and other related investment areas to resolve issues.
Respond to and investigate cash receivable and payable exceptions. Resolve a wide variety of standard problems.
Stay informed of industry and regulatory changes and developments that affect processing procedures
Assist with testing, system enhancements, upgrades, new initiatives and other projects involving procedural and workflow changes and make recommendations for process improvements.
Ensure adherence to contractual terms and amendments through interpretation and analysis of basic legal documents.
What You'll Bring to the Role:
Adaptability and a growth mindset
Skills in data literacy
Basic experience in data visualization or automation software
Attention to detail
Ability to handle data intensive tasks in a fast-paced setting
Bachelor's degree in business with emphasis in finance, accounting, management, real estate or information systems or equivalent related experience.
Three or more years of related, investment operations experience preferred.
Requires knowledge, experience and skill across a variety of investment asset and transaction types.
Previous experience with investment operational and accounting systems.
Strong verbal and written communication skills.
Strong problem-solving skills and analytical ability.
Skills You'll Have:
Attention to Detail: Focuses on specific details to spot and correct errors in advance of them being found and surpass quality expectations. Performs work with thorough proofreading for presentation, content, accuracy, and overall quality
Customer Centricity: Applies a customer first mindset to design and continuously improve solutions, systems, processes, and services that support enterprise strategy, impact critical business outcomes, and drive organizational success
Customer Service Mindset: Anticipates customer needs and applies understanding of customer needs or perspectives to solve problems and drive outcomes as the basis for decision making. Leverages knowledge of trends affecting customer to help them make informed decisions.
Customer Support: Captures customer information for inquiry and analysis in an organized, clear, and consistent manner; leverages knowledge of trends affecting customer to help them make informed decisions and communicates with the customer and the field. Uses customer intelligence to solve problems, demonstrate patience and understanding, ensure customer satisfaction by knowing the customer and audience and resolve customer complaints efficiently.
Process Improvement: Assesses the current processes and impact to analyze, design, and manage potential improvement areas for more efficient, effective workflow.
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$56,640.00Pay Range - End:
$84,960.00Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Customer Support (NM) - Intermediate, Customer Service Mindset (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Attention to Detail (NM) - Intermediate, Process Improvement (NM) - Intermediate
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
This role is part of the Client Services Operations organization and supports the day-to-day servicing needs of clients and Financial Representatives. The position is responsible for delivering high-quality client service through accurate transaction processing, issue resolution, and clear communication across a range of investment-related inquiries. Associates in this role handle phone-based and transactional work, navigate multiple systems, and follow established processes while applying sound judgment to resolve more complex scenarios. The focus is on operational excellence, risk awareness, and providing a consistent, professional client experience.
Delivers a personalized and exceptional experience for clients by answering questions, providing servicing options, and supporting products or services in a call center environment.
Proficient in resolving basic and intermediate (semi-complex) inquiries and transactions from Financial Representatives and clients within a registered area, while continuing to develop proficiency in more complex work.
Researches and evaluates potential solutions to complex problems, which may require identifying root causes and navigating deviations from standard procedures.
Takes ownership of calls and anticipates future issues to avoid repeat calls and unnecessary transfers.
Effectively de-escalates challenging client situations while guiding clients through complex or unique inquiries.
Serves as a trusted advocate for Financial Representatives and partners with them to meet client needs.
Embraces new technology and promotes website and self-service capabilities by educating clients and field partners, while understanding the risks and impacts transactions may have on clients or policies.
Understands how systems connect to processes and outcomes.
Drives change and supports continuous improvement by helping develop processes and provisions to accommodate evolving business needs.
Fosters professional relationships with clients to enhance brand loyalty.
Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards.
Adapts work priorities to meet changing business and customer demands.
Associate degree in business or a related field, or an equivalent combination of education and experience.
Minimum of two years of related customer service experience with demonstrated customer service skills.
Advanced understanding of investment or income products or markets (e.g., VA, VL, VUL, Retirement, or Business markets).
Basic understanding of tax implications.
Strong written and verbal communication skills.
Ability to multitask and manage a high volume of calls or caseloads with a high degree of accuracy.
Strong organizational skills with the ability to prioritize tasks effectively.
Demonstrated desire to continuously learn and improve.
Strong problem-solving skills with the ability to provide effective options and solutions.
Demonstrated computer proficiency with solid keyboarding skills and experience using common software applications.
Compensation Range:
Pay Range - Start:
$21.77Pay Range - End:
$32.66Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Customer Service Mindset (NM) - Intermediate, Policy Inquiries & Complaints Management (NM) - Intermediate, Prioritization (NM) - Intermediate, Policy & Procedure (NM) - Intermediate, Case Management (NM) - Intermediate, Teamwork (NM) - Intermediate, Compliance (NM) - Intermediate, Field Relations (NM) - Intermediate, Analytical Thinking (NM) - Intermediate, Adaptive Communication (NM) - Intermediate, Root Cause Analysis & Decision Quality (NM) - Intermediate, Quality Acumen (NM) - Intermediate, Client Advocacy (NM) - Intermediate, Data Security (NM) - Advanced, Attention to Detail (NM) - Intermediate, Financial Services Industry Acumen (NM) - Intermediate, Insurance Products (NM) - Intermediate, Change Adaptability (NM) - Intermediate, Customer Support (NM) - Intermediate, Escalation Management (NM) - Intermediate, Investment Products (NM) - Intermediate, Tax Awareness (NM) - Intermediate
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Responsible for the day‑to‑day operations of fees and billing team processes.
Reviews and analyzes reports to determine appropriate actions to update billing and custodial systems to ensure accurate client billing.
Researches and resolves a variety of inquiries from internal teams related to fee and billing processes.
Monitors, reconciles, and executes events in the investment advisory fee cycle to ensure proper billing and adjustments impacting client accounts and advisor compensation.
Participates in cross‑functional projects and committees.
Resolves a variety of investment operations inquiries escalated from home office and field staff, using industry knowledge and analytical skills to resolve issues.
Participates in process improvements, product introductions, and system enhancements across the department, including system testing for projects and system maintenance requiring operational expertise.
Bachelor’s degree in Business or a related field, or equivalent industry experience.
Broad professional knowledge of the investment industry gained through a minimum of three years in an investment services or operations role.
Demonstrated analytical skills and the ability to make sound judgments in ambiguous situations.
Self‑motivated and self‑directed, with the ability to manage multiple assignments with minimal guidance.
Strong interpersonal, written communication, and Excel skills.
Demonstrated ability to positively influence and work cooperatively with employees at all levels.
Demonstrated ability to proactively adapt to change.
Strong technical knowledge of operational aspects related to brokerage and advisory services and products.
Analytical Thinking (NM)Organizes and compares various aspects of a situation to understand and identify key or underlying complex issues through the use of quantitative data and analysis. Leverages strong business acumen, problem‑solving, and interpersonal skills to think critically about situations from multiple perspectives and consistently seeks opportunities to improve processes.
Attention to Detail (NM)Focuses on specific details to identify and correct errors before they are discovered and consistently exceeds quality expectations. Performs work with thorough proofreading to ensure accuracy, clarity, and overall quality in presentation and content.
Continuous Improvement (NM)Utilizes available methods to identify improvement opportunities, executes solutions, and measures impact to enhance existing practices and processes. Implements feedback and lessons learned, and applies the ability to test assumptions and hypotheses to refine and improve products at any stage of the lifecycle.
Process Improvement (NM)Assesses current processes and their impact to analyze, design, and manage improvement opportunities that drive more efficient and effective workflows.
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRACompensation Range:
Pay Range - Start:
$56,640.00Pay Range - End:
$84,960.00Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Policy Inquiries & Complaints Management (NM) - Intermediate, Customer Service Mindset (NM) - Intermediate, Industry Knowledge (NM) - Intermediate, Prioritization (NM) - Intermediate, Policy & Procedure (NM) - Intermediate, Process Improvement (NM) - Intermediate, Technical Problem Solving (NM) - Intermediate, Field Consulting (NM) - Intermediate, Cross Functional Partnering & Planning (NM) - Intermediate, Business Acumen (NM) - Intermediate, Consulting (NM) - Intermediate, Compliance (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Analytical Thinking (NM) - Intermediate, Adaptive Communication (NM) - Intermediate, Root Cause Analysis & Decision Quality (NM) - Intermediate, Attention to Detail (NM) - Intermediate, Financial Services Industry Acumen (NM) - Intermediate, Audits (NM) - Intermediate, Change Adaptability (NM) - Intermediate, Customer Support (NM) - Intermediate, Investment Management Systems (NM) - Intermediate, Organization (NM) - Intermediate, Tax Awareness (NM) - Intermediate, Investment Products (NM) - Intermediate
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Support the Company's overall expense management process, focusing on ensuring optimal use of Company resources and ultimately protecting or maintaining product value and financial strength either at the corporate level or for an assigned function/department. Develop timely and accurate expense reporting and provide value-added expense management consultation and analysis. This includes consulting with business partners and building financial models to evaluate strategic decisions, providing financial analysis, developing forecasts and budgets, comparing expectations to peers and/or internal expectations, evaluating and presenting options and prioritizing solutions within the department. May interact with executive officers, department heads, and other members of senior management to provide meaningful expense management consultation and analysis, and presents recommendations to aid in decision-making.
What You'll Do:
Coordinates monthly reporting of all expenses to meet financial reporting needs of the enterprise.
Monitors spend, develops forecasts and budgets and analyzes expense results.
Applies creativity and innovation in identifying process improvements and other opportunities to better manage expenses or reduce spend.
Builds financial models to predict and understand the business as well as actual results.
Understands cost drivers, internal metrics, unit costs and benchmarking for tracking and comparing results.
Challenges assumptions made in forecasts and projections.
Assures that all expense activity follows the appropriate accounting controls, policies and procedures and is appropriately accounted for on the general ledger in compliance with statutory and/or GAAP accounting standards.
May be responsible for maintaining aspects of the financial reporting systems (such as PeopleSoft general ledger and IBM Planning Analytics expense management system).
May be responsible for corporate expense projections, metrics, fixed assets, accounting for payroll, fixed assets and intercompany charges between NM and its subsidiaries, and procure to pay process or other corporate processes.
Identifies issues for routine casework and participates in discussions to resolve those issues across departments. Makes decisions on more complex casework after consulting with higher level staff.
Supports managers and directors to understand department operations and resulting cost structure.
Supports special projects and assignments related to expense management, product line allocations, financial reporting, process improvements, or other projects as requested by division leaders.
May collaborate with other enterprise resources in Human Resources, Actuarial, Controllers and Enterprise Portfolio Management.
What Experience You'll Bring:
Bachelor's degree in accounting, finance, business administration, or related degree with accounting emphasis preferred.
Typically three or more years of financial management experience and/or financial planning and analysis experience.
Analytical, planning, organization, budgeting, problem solving, negotiation, oral and written communication skills are essential to this role.
Ability to develop and interpret financial models for analysis.
Ability to maintain confidentiality and manage multiple assignments concurrently while effectively prioritizing.
Ability to develop and present recommendations to management.
Ability to communicate clearly with peers and at different levels of management within finance and across the company.
CPA or CMA designation is preferred.
#LI-Hybrid, #LI-Onsite
Compensation Range:
Pay Range - Start:
$65,440.00Pay Range - End:
$98,160.00Geographic Specific Pay Structure:
Structure 110:
$72,000.00 USD - $108,000.00 USDStructure 115:
$75,280.00 USD - $112,920.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Resource Management (NM) - Intermediate, Process Improvement (NM) - Intermediate, Expense Reporting Management (NM) - Intermediate, Process Mindset (NM) - Intermediate, Financial Analysis (NM) - Intermediate, Business Acumen (NM) - Intermediate, Consulting (NM) - Beginner, Cross Functional Partnering & Planning (NM) - Beginner, Storytelling through Data (NM) - Beginner, Business Automation (NM) - Beginner, Financial Forecasting (NM) - Intermediate, Learning Agility & Critical Thinking (NM) - Intermediate, Attention to Detail (NM) - Intermediate, Financial Acumen (NM) - Intermediate
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Job Description:
This position supports our field and clients with the management and movement of their retirement and investment accounts. Team members collaborate closely with financial representatives, their staff, and company colleagues to provide exceptional client support. Responsibilities include processing various account transactions, handling customer inquiries related to retirement and investment account money movement.
Primary Duties & Responsibilities
Provide Exceptional Service: Deliver a personalized and remarkable experience for our field partners and their staff by answering questions related to asset movement, providing detailed servicing options, and assisting them through asset movement transaction procedures or services in a call center environment.
Resolve Inquiries and Transactions: Efficiently resolve inquiries and transactions from Financial Reps and clients related to asset movement, handling both basic and intermediate (semi-complex) level calls.
Research and Evaluate Solutions: Investigate and evaluate potential solutions to complex asset movement transaction inquiries, sometimes requiring deviation from standard procedures to identify root causes.
Ownership and Anticipation: Take ownership of asset movement calls and anticipate future issues related to prevent repeat calls and unnecessary call transfers.
De-escalation Skills: Effectively de-escalate situations, guiding clients through complex and unique asset movement inquiries, and ensuring a positive client experience.
Trusted Advocacy: Act as a trusted advocate for our Financial Representatives, partnering with them to meet the asset movement needs of our clients.
Embrace Technology: Embrace new technology related to asset movement and advocate for website and self-service capabilities by educating field partners. Understand the risks and impacts of asset movement transactions on the client or account.
Systems and Processes: Understand how systems related to asset movement connect to processes and outcomes, ensuring seamless transfers and transactions.
Confidentiality and Privacy: Handle phone and transactional responsibilities related to asset movement while adhering to strict confidentiality and privacy standards.
Adaptability: Be adept at shifting work priorities to meet the dynamic needs of the business.
Qualifications:
Educational Background: Associate's degree in business or a related field, or an equivalent combination of education and experience, specifically in customer service:
For customer service a minimum of 4 years of customer service experience preferably with a focus on asset movement, related transactions, or financial services demonstrating proven customer service skills.
Communication Skills: Advanced written and verbal communication skills, with the ability to clearly explain complex asset movement processes and resolve client inquiries effectively.
Multi-tasking Ability: Strong ability to multi-task and handle a high volume of asset movement calls and caseloads with a high degree of accuracy and attention to detail.
Organizational Skills: Excellent organizational skills with the ability to prioritize tasks related to asset movement and manage time efficiently to meet deadlines.
Continuous Improvement Enthusiasm: A strong desire to continuously learn about asset movement processes and improve personal and team performance.
Technical Proficiency: Computer experience with solid keyboarding skills, and the ability to quickly learn and adapt to new software systems.
Compensation Range:
Pay Range - Start:
$23.11Pay Range - End:
$34.66Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Customer Service Mindset (NM) - Intermediate, Policy Inquiries & Complaints Management (NM) - Intermediate, Prioritization (NM) - Intermediate, Policy & Procedure (NM) - Intermediate, Case Management (NM) - Intermediate, Teamwork (NM) - Intermediate, Compliance (NM) - Intermediate, Field Relations (NM) - Intermediate, Analytical Thinking (NM) - Intermediate, Adaptive Communication (NM) - Intermediate, Quality Acumen (NM) - Intermediate, Root Cause Analysis & Decision Quality (NM) - Intermediate, Client Advocacy (NM) - Intermediate, Attention to Detail (NM) - Intermediate, Data Security (NM) - Advanced, Financial Services Industry Acumen (NM) - Intermediate, Insurance Products (NM) - Intermediate, Change Adaptability (NM) - Intermediate, Customer Support (NM) - Intermediate, Escalation Management (NM) - Intermediate, Investment Products (NM) - Intermediate, Tax Awareness (NM) - Intermediate
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Internship candidates can expect a full-time onsite internship program, running from June 1, 2026 to August 7, 2026. This internship opportunity is offered for local students in Milwaukee, WI area.
Carefully selected from universities, our interns bring distinctive ideas and perspectives to our organization. Our employees are passionate about building our emerging talent and future leaders. After application and initial screening conversation, interns are aligned interview and be hired to a specific team at NM based on their skills and interests, providing exposure to real-world business perspectives through hands-on learning and meaningful work. In addition to their day-to-day tasks, interns participate in professional development workshops, senior leadership Q&A's, volunteer initiatives, networking/social events, and more!
As a UX Content Intern, you will work alongside the Lead Content Strategist (hiring manager), Content Strategist, Content Writer, and an extended team of employee experience designers and researchers to better understand the needs of our employees and how to improve their digital and on-campus experience. We are here to help you both identify and continue to develop your future career goals and passions.
Assist in developing content strategies with a focus on human centered design.
Build and refine content including for intranet pages and team presentations.
Conduct content audits and provide recommendations for improving content consistency, clarity, voice, and tone.
Assist in maintaining content style guides and voice and tone guidelines.
Collaborate with cross-functional teams to ensure content delivers on departmental objectives while maintaining UX standard processes.
Participate in user research activities and team discussions to gain insights into user preferences and behaviors.
Stay up to date with industry trends and standard processes in UX writing and content strategy.
Pursuing a Bachelor's degree in: Communications, UX Design, Digital Design, Journalism, Marketing, or related field from an accredited college or university
Cumulative grade point average of 3.0 or higher
Previous work or classroom experience in one or more of the following: User experience design, communication, journalism, advertising, marketing, graphic design
Portfolio link provided via application
Employer immigration sponsorship is not available for this role
Previous User Experience design, communication, industrial design, advertising, marketing, journalism and/or relevant project experience
Familiarity with UX principles and methodologies.
Effective oral and written communication skills
Proven analytical and problem-solving ability
High degree of self-motivation, passion, and a drive to learn
Ability to balance multiple priorities
Come away with experience in co-creation, better understanding of human centered design, build knowledge buckets, understanding of voice, clarity, tone.
Gain practical experience in UX content strategy, design, and research.
Work closely with expert professionals in the UX content, design, and research fields.
Opportunity to contribute to real-world projects and make an impact on our employee experience.
Develop a strong portfolio of UX content work.
Flexible working hours and an encouraging work environment.
We encourage you to apply! Once your application is reviewed, if selected to move forward, one of our University Relations team members will reach out for a call, where we will learn more about you and share internship opportunities aligning to your interests and skills and share any next steps of our recruiting process.
Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs. At Northwestern Mutual, people matter. And you’ll be working for a company that’s consistently voted among the “most admired” in the nation. We invite you to explore your career interests with us.
Compensation Range:
Pay Range - Start:
$16.50Pay Range - End:
$30.00We believe in fairness and transparency. It’s why we share the salary range for most of our roles. Internship salaries are determined based on academic tenure and major. The standard pay structure is listed.
Build a strong career foundation with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
This position has been classified as an Access Person, which will require the reporting of your personal securities transactions. This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required forms.
FINRA non-registered fingerprinted person
WMC access person
Primary Duties & Responsibilities
Resolves a variety of investment operations inquiries and escalations from home office leaders, field staff or other team members. Uses industry knowledge and analytical skills to resolve problems.
Researches and responds to client issues including but is not limited to placing trades, assisting clients with system access and navigation, assisting clients with account maintenance and inquiries, discussing the latest market trends responding to research requests and providing investment education to our clients.
Provides ongoing home office supervision/oversight function of investment advisory accounts to ensure supervisory integrity and compliance to ensure core fiduciary responsibilities are being met.
Promotes client retention and identifies opportunities to build existing relationships through timely and accurate operational processing and service quality. Establishes and maintains strong relationships with customers and team members while providing quality service and support.
Works with other specialists, consultants and managers to handle the day-to-day monitoring of the area including managing service levels for the call center and daily processing work. Developing ability to direct and coordinate the team's service activities and identifying changing service demands.
Assists team members as they work through complex case work or items beyond their knowledge base.
Prioritizes and organizes responsibilities and uses appropriate resources within and outside of immediate work area. Collaborates with internal customers and cross-functional teams to resolve problems as needed.
May review work of office staff team members to ensure quality and accuracy. May contribute input into performance evaluation process.
Participates in and may lead process improvement, product introduction, or system enhancement across the division. Participates in system testing and system maintenance that requires operational expertise.
Keeps informed of developments in the industry and anticipates information needed by others and is responsible for communicating change.
Qualifications
Bachelor's degree in Business or related field or equivalent industry experience.
Broad professional knowledge of the investment industry gained through a minimum of three years in an investment service or operations capacity.
Demonstrated leadership and interpersonal skills
Demonstrated analytical skills and confidence to make judgments and decisions involving ambiguity
Strong interpersonal and written communication skills
Demonstrated ability to positively influence and work cooperatively with employees at all levels
Demonstrated ability to proactively react to change
Self-motivated and self-directed with the ability to manage multiple assignments with minimal guidance or direction
Strong technical knowledge of the operational aspects related to brokerage and advisory services/products.>>Demonstrated ability to apply knowledge across complex business areas and manage projects in a cross functional environment.
Strong business acumen and demonstrated ability to learn new business concepts and procedures.
Depending on the specific job responsibilities assigned, this position could either require a minimum of a FINRA Series 6 or FINRA Series 7.
#LI-Remote
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRACompensation Range:
Pay Range - Start:
$49,560.00Pay Range - End:
$92,040.00Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Industry Knowledge (NM) - Intermediate, Customer Service Mindset (NM) - Intermediate, Policy Inquiries & Complaints Management (NM) - Intermediate, Prioritization (NM) - Intermediate, Technical Problem Solving (NM) - Intermediate, Process Improvement (NM) - Intermediate, Policy & Procedure (NM) - Intermediate, Field Consulting (NM) - Intermediate, Cross Functional Partnering & Planning (NM) - Intermediate, Business Acumen (NM) - Intermediate, Consulting (NM) - Intermediate, Compliance (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Analytical Thinking (NM) - Intermediate, Adaptive Communication (NM) - Intermediate, Root Cause Analysis & Decision Quality (NM) - Intermediate, Attention to Detail (NM) - Intermediate, Audits (NM) - Intermediate, Financial Services Industry Acumen (NM) - Intermediate, Change Adaptability (NM) - Intermediate, Customer Support (NM) - Intermediate, Investment Management Systems (NM) - Intermediate, Organization (NM) - Intermediate, Investment Products (NM) - Intermediate, Tax Awareness (NM) - Intermediate
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
The Workday Configuration Lead will join our Workday technology team at Northwestern Mutual. Manage the Workday Technology team relationship with the Talent Management and Development team, as well as the roadmap of all Talent Management and Learning Workday projects. Work closely with other workstream leads to maintain a cohesive and effective roadmap for the Workday ecosystem. On the team, we love all things data, tools, and processes. We prioritize the user and customer experience. We use data to guide and inform our business decisions while remaining open to experimentation and iteration. Unsatisfied with what is, we are continuously questioning if something could be better, embracing diverse and entrepreneurial thought processes. We believe in encouraging a positive working environment of empowerment, inclusion, and engagement while coaching and mentoring new leaders within the organization.
What You'll Do:
Key participant in the development and improvement of Talent Management module to drive business strategies across the organization.
Manage the daily workload and roadmap of the functional configuration.
Identify, recommend and track opportunities for process and operational improvements.
Collaborate with the Workday Community and the Area User Groups to resolve issues found within Talent Management domains. Proactively remains informed about Workday improvements and contribute to the future roadmap development of workstream.
Participates in and leads multi-functional project teams to provide and implement effective system solutions to human resources.
Oversees development of standardized processes; evaluates current processes and makes adjustment as needed including but not limited to technical processes, data integrity, systems integration and communication methods.
Provide guidance on third-party interface requirements. Serve as the point of contact for future support for Workday provided by the Workday production support team and both internal and external partners
Partner with our HR IT in research and resolution of HR system issues as well as testing and implementation of new system functionality.
Collaborate with all multi-functional teams to ensure effective system set up and efficient processes both internally and externally between systems and vendors.
Maintain data accuracy and integrity within system through regular review and audit of data.
Create and update documentation of existing and new guidelines for operations and system processes.
Act as a consultant to partners in the development of project concepts by assisting in development of business case, feasibility, scope, resource requirements, and budget.
Facilitate clear and concise status updates for key project partners including direct communications with project sponsors and steering committees.
What You'll Bring to the Role:
Bachelor’s degree in a Business, Information Systems or Computer Science or equivalent experience.
5 – 10 years of HR Systems integrations and maintenance, of which 3-5 supporting or working with Talent Management module in Workday.
Ability to manage multi-functional team members and serve as a SME for the team.
Ability to develop, manage and effectively communicate and implement business and COE technology requirements in Workday ecosystem.
High level of professionalism and confidentiality in dealing with confidential data and business information and initiatives.
Possess functional knowledge of HR core business processes as well as strong systems analytics and support background.
Demonstrated ability to communicate, present and influence credibly and effectively at all levels of the organization, including executives.
Proven ability to manage multiple projects while remaining focused on detail.
Excellent listening, negotiation and presentation skills. Strong organizational and time-management skills, proven ability to prioritize and deliver results on time.
Strong desire to work with clients and provide exceptional client experiences.
Ability to handle various tasks concurrently and meet deadlines, despite conflicting demands.
#LI-Hybrid, #LI-Remote
Compensation Range:
Pay Range - Start:
$94,640.00Pay Range - End:
$175,760.00Geographic Specific Pay Structure:
Structure 110:
$104,090.00 USD - $193,310.00 USDStructure 115:
$108,850.00 USD - $202,150.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Continuous Improvement (NM) - Intermediate, Research Communication (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Advanced, Operate & Maintain (NM) - Expert, Workday Performance Management, Customer Centricity (NM) - Expert, Workday HCM, Technical & Digital Acumen (NM) - Advanced, Strategic Thinking (NM) - Intermediate, Workday Talent Management, Prioritization (NM) - Expert, Agile Methodology (NM) - Advanced, Adaptive Communication (NM) - Advanced, Program Management (NM) - Advanced, Stakeholder Relationship (NM) - Advanced, Process Improvement (NM) - Advanced, Attention to Detail (NM) - Expert, Root Cause Analysis & Decision Quality (NM) - Expert, Learning Agility & Critical Thinking (NM) - Advanced, HR Ethics (NM) - Intermediate
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
We're strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and growing.
We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business.
We care. We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they're passionate about.
Work with the Northwestern Mutual front offices, Managed Investment business partners, brokers and traders supporting the timely and accurate execution of transactions related to investments managed by Mason Street Advisors and Northwestern Investment Management Company including settlement of trades, ongoing maintenance, and transactions such as principal, interest, cash flows, fees, and corporate actions. Investments managed include domestic fixed income, common stock, derivatives, foreign, and alternative investments. Responsible for data integrity, accounting, reporting, and compliance, respond to inquiries regarding investment holdings and trading activity. Maintain investment data, including reconciliations; assure timely investment position updating, critical attributive investment data, and accurate daily cash accounting.
Ensure accurate and efficient execution of reoccurring transactions in most asset classes in PI, MSA, NMC and NMRE's public and private managed portfolios including domestic fixed income, common stock, foreign, private placements, real estate equity and mortgage loans. Work with front office to settle transactions.
Collaborate with more senior staff members to solve more complex issues and may work with custodial bank representatives, brokers, traders and field offices.
Respond to inquiries regarding investment holdings and activity.
Maintain investment data on various systems, conducts reconciliations and work closely with Investment Accounting, Financial Management, Law and other related investment areas to resolve issues.
Assure timely and accurate investment position, commitment updating and critical attributive investment data.
Respond to and investigate cash receivable and payable exceptions. Resolve a wide variety of standard problems.
Stay informed of industry changes and developments that affect processing procedures.
May assist with testing, system enhancements, upgrades, new initiatives and other projects involving procedural and workflow changes and may make recommendations for process improvements.
Assist with verification of critical management reports such as Finance Committee Summary of Holdings, ACLI, transactions, exposure and cash reporting.
Ensure adherence to contractual terms and amendments through interpretation and analysis of basic legal documents.
Bachelor's degree in business with emphasis in finance, accounting, management, real estate or information systems or equivalent related experience.
1-3 years of related, investment operations experience preferred.
General knowledge of a variety of investment asset types.
Strong verbal and written communication skills.
Strong problem-solving skills and analytical ability.
#IN-POST
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$49,560.00Pay Range - End:
$92,040.00Geographic Specific Pay Structure:
Structure 110:
$54,530.00 USD - $101,270.00 USDStructure 115:
$56,980.00 USD - $105,820.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Investment Services, Financial Management, Vendor Management, Quality Assurance (QA), Process Implementations, Negotiation, Risk Controls, System Assessments, Process Automation, Financial Asset Management, External Audit, Multi Asset Investement, Asset Financing
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
What You'll Do:
Assist in monitoring investment portfolios by reconciling cash positions, investment holdings, and critical data attributes to ensure accuracy and timeliness.
Respond to internal and external inquiries regarding investment holdings, activities, and portfolio details.
Help prepare internal reports and external regulatory filings using tools like PowerBI, Snowflake, and Microsoft Excel.
Participate in process modernization efforts, incorporating digital tools, automation, and AI-driven analytics to streamline workflows and enhance data governance.
Collaborate with teams across Finance and Risk and Institutional Investments to ensure seamless operations and alignment with company objectives.
Assist in risk management activities, including conducting basic risk assessments and ensuring adherence to risk policies and regulatory standards.
Support enterprise risk management efforts by identifying potential operational risks in investment activities and contributing to resiliency planning.
Assist in data governance activities, including ensuring data quality, implementing governance policies and standards, and supporting data stewardship.
Ensure accurate, efficient, and timely execution of operational activities across asset classes and managed accounts of reoccurring transactions in public, private, and/or real estate asset classes most asset classes in PI, MSA, NMC and NMRE's public and private managed portfolios including domestic fixed income, common stock, foreign, private placements, real estate equity and mortgage loans. Work with front office to settle transactions.
Collaborate with senior staff members to solve more complex issues and work with custodial bank representatives, brokers, traders, and field offices.
Maintain investment data on various systems, conduct reconciliations, and work closely with Investment Accounting, Financial Management, Law and other related investment areas to resolve issues.
Respond to and investigate cash receivable and payable exceptions. Resolve a wide variety of standard problems.
Stay informed of industry and regulatory changes and developments that affect processing procedures.
Assist with testing, system enhancements, upgrades, new initiatives and other projects involving procedural and workflow changes and may make recommendations for process improvements.
Ensure adherence to contractual terms and amendments through interpretation and analysis of basic legal documents.
What You'll Bring to the Role:
Adaptability and a growth mindset
Skills in data literacy
Basic experience in data visualization or automation software
Attention to detail
Ability to handle data intensive tasks in a fast-paced setting
Bachelor's degree in business with emphasis in finance, accounting, management, real estate or information systems or equivalent related experience.
1-3 years of related, investment operations experience preferred.
General knowledge of a variety of investment asset types.
Strong verbal and written communication skills.
Strong problem-solving skills and analytical ability.
Skills You'll Have:
Attention to Detail: Focuses on specific details to spot and correct errors in advance of them being found and surpass quality expectations. Performs work with thorough proofreading for presentation, content, accuracy, and overall quality
Customer Centricity: Applies a customer first mindset to design and continuously improve solutions, systems, processes, and services that support enterprise strategy, impact critical business outcomes, and drive organizational success
Customer Service Mindset: Anticipates customer needs and applies understanding of customer needs or perspectives to solve problems and drive outcomes as the basis for decision making. Leverages knowledge of trends affecting customer to help them make informed decisions.
Customer Support: Captures customer information for inquiry and analysis in an organized, clear, and consistent manner; leverages knowledge of trends affecting customer to help them make informed decisions and communicates with the customer and the field. Uses customer intelligence to solve problems, demonstrate patience and understanding, ensure customer satisfaction by knowing the customer and audience and resolve customer complaints efficiently.
Process Improvement: Assesses the current processes and impact to analyze, design, and manage potential improvement areas for more efficient, effective workflow.
Compensation Range:
Pay Range - Start:
$49,560.00Pay Range - End:
$92,040.00Geographic Specific Pay Structure:
Structure 110:
$54,530.00 USD - $101,270.00 USDStructure 115:
$56,980.00 USD - $105,820.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Customer Service Mindset (NM) - Intermediate, Customer Support (NM) - Intermediate, Process Improvement (NM) - Intermediate, Attention to Detail (NM) - Intermediate, Customer Centricity (NM) - Intermediate
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Responsible for the preparation key internal financial reports to influence and support financial and strategic decisions for the company.
Applies broad industry and enterprise knowledge to drive financial performance, anticipating and identifying issues that may impact enterprise-wide results.
Drives accountability by setting, monitoring and reporting targets/outcomes related to key performance indicators, which may include financial, operational, or other metrics aligned with the company’s financial and strategic goals.
Leads variance and attribution analysis regarding financial results to ensure proper understanding and to support data-driven decisions.
Brings new approaches or techniques to improve team’s financial analysis capabilities and to solve problems that have a broad impact on the business.
Builds and mentors a high-performing team to ensure timely and successful completion of responsibilities and fosters a culture of innovation and accountability.
What You'll Bring to the Role:
Bachelors degree in accounting, actuarial science, finance, or other business required
Fellow of the Society of Actuaries (FSA), Certified Public Accountant (CPA), or Masters of Business Administration (CPA) preferred
Minimum of 10 years of relevant experience in positions with increasing actuarial and/or financial management responsibilities
Exceptional people leadership capabilities to create an engaging work environment
Intellectual agility, analytical and problem-solving abilities and well-developed presentation skills.
Ability to develop rapport and maintain effective relationships throughout the Company and influence decision making without authority
Strong business acumen with an ability to understand and synthesize company-wide results.
Demonstrated ability to overcome obstacles and lead through change.
Skills You Have:
Analytical Thinking: Organizes and compares various aspects of a situation to comprehend and identify key or underlying complex issues through the use of quantitative data and analysis; leverages strong business acumen, problem solving, and interpersonal skills to think critically about situations from multiple perspectives and consistently seeks ways to improve processes.
Attention to Detail: Focuses on specific details to spot and correct errors in advance of them being found and surpass quality expectations. Performs work with thorough proofreading for presentation, content, accuracy, and overall quality.
Business Acumen: Applies knowledge of both general and organization-specific business issues/financial implications for the organization to problem solve.
Cross Functional Partnering & Planning: Facilitates collaboration, communication, coordination, and planning with individuals and teams from different functions within the organization, and who have different areas of expertise, to achieve common goals.
Financial Analysis: Analyzes balance sheet and income statement accounts to ensure accuracy, utilizes operational indicators, and actuarial information for comprehensive analysis. Interprets financial statements, draws conclusions, makes financial recommendations related to NM's products and services.
Storytelling through Data: Communicates insights and opportunities from a dataset, using narratives, visualizations, and analysis.
Talent Development & Planning: Develops direct reports’ skills based on organizational objectives, evaluates skill gaps, and manages succession planning to develop more capable direct reports, diverse, strong teams and better organizational performance in an equitable and inclusive manner.
Compensation Range:
Pay Range - Start:
$126,000.00Pay Range - End:
$234,000.00Geographic Specific Pay Structure:
Structure 110:
$138,600.00 USD - $257,400.00 USDStructure 115:
$144,900.00 USD - $269,100.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Expense Reporting Management (NM) - Expert, Business Acumen (NM) - Expert, Strategic Vision & Planning (NM) - Expert, Storytelling through Data (NM) - Expert, Learning Agility & Critical Thinking (NM) - Expert, Financial Forecasting (NM) - Expert, Cross Functional Partnering & Planning (NM) - Expert, Organizational & Political Savvy (NM) - Intermediate, Financial Acumen (NM) - Expert, Business Automation (NM) - Advanced, Resource Management (NM) - Expert, Analytical Thinking (NM) - Intermediate, Negotiation & Managing Objection (NM) - Intermediate, Talent Development & Planning (NM) - Expert, Accountability (NM) - Expert, Attention to Detail (NM) - Expert, Process Improvement (NM) - Advanced, Business Influence (NM) - Expert, Process Mindset (NM) - Advanced, Consulting (NM) - Expert, Financial Analysis (NM) - Expert
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
The role centers on fundamental credit research across investment‑grade municipal bonds, developing forward‑looking credit views and issuer‑level risk assessments. Responsibilities include monitoring credit, operating, and capital trends across key municipal sectors and synthesizing financial, legal, economic, demographic, and political/regulatory factors into clear actionable conclusions. This position involves building sector frameworks with scenario analysis, producing clear, well‑reasoned written research and investment recommendations, and leveraging advanced analytics, technology and AI‑enabled tools to enhance efficiency. The role also collaborates across the Public Investments platform to ensure consistent credit philosophy and support multi-sector strategies.
What You’ll Do:
Demonstrates expertise across the municipal market, including state and local governments, not-for-profit entities, and other public sector organizations.
Performs comprehensive fundamental credit analysis of issuers, encompassing financial statement review, assessment of financial policies, evaluation of management performance, and analysis of credit ratings.
Leads and directs sector research, maintaining up-to-date knowledge of industry trends to deliver in-depth credit assessments and sector perspectives.
Exhibits strong written and verbal communication skills, crafting concise and persuasive investment theses and recommendations.
Delivers timely and well-founded investment recommendations aligned with current portfolio strategy.
Assumes leadership and collaborates on team-wide projects and initiatives, particularly those focused on data and technology enhancements.
Integrates new technologies, data management systems, and analytical tools into municipal research processes.
Partners with management to enhance research methodologies, development procedures, and the adoption of best practices.
Group/Organizational Dynamic:
Promotes a culture of mutual respect and high ethical standards.
Adopts NM Behaviors: Client First, Powered by Our People, Future Focus.
Exercise good judgment and independent thought.
Generates and leads process improvements through the effective use of technology and data science.
Effectively respond in a timely manner to requests for data, opinions, and other information.
Attends, leads, and participates in group activities and actively engages others in relevant discussions.
What You’ll Bring to the Role:
Five+ years of experience researching municipal bonds, ideally at a buy-side asset manager, rating agency, or similar platform.
Knowledge of debt capital markets and municipal debt structures, with demonstrated expertise in revenue-backed municipal sectors and familiarity with legal security structures, covenants, flow-of-funds, and issuer financials.
Bachelor’s degree with an emphasis on municipal finance, economics, statistics or a related field; MBA desirable.
CFA designation or progress towards attaining the CFA designation required.
Strong analytical skills, particularly in financial statement analysis and presenting credit recommendations for potential investment opportunities.
Effective oral and written communication skills, with ability to prioritize work effectively.
Proficiency with Investor Tools CreditScope, Bloomberg, Blackrock Aladdin and other data analytic tools is desirable.
Skills You Will Have:
Attention to Detail: Focuses on specific details to spot and correct errors in advance of them being found and surpass quality expectations. Performs work with thorough proofreading for presentation, content, accuracy, and overall quality.
Industry Knowledge: Demonstrates extensive knowledge of common practices, regulatory considerations, market trends and the competitive landscape within a particular industry / sector to better understand and address unique client requirements, challenges, and context.
Interpersonal Savvy: Relates well to all kinds of people inside and outside of the organization. Builds appropriate rapport, constructive and effective relationships. Uses diplomacy and tact and diffuses high-tension situations comfortably.
Risk Evaluation: Assesses the significance of identified risks, makes judgments about the significance of the risk in relation to the organization's objectives and assesses whether the risk is acceptable or not. Considers factors such as the organization's risk appetite, risk tolerance, and risk management resources to help decision-makers determine which risks require further action and which can be accepted or tolerated.
Financial Acumen: Applies the knowledge of financial statements, financial analysis, budgeting, forecasting, and financial modeling to ensure decisions are fiscally sound and responsible.
#LI-Hybrid
Compensation Range:
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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for additional information pertaining to compensation and benefits.
Risk Evaluation (NM) - Beginner, Storytelling through Data (NM) - Beginner, Cross Functional Partnering & Planning (NM) - Beginner, Industry Knowledge (NM) - Beginner, Interpersonal Savvy (NM) - Intermediate, Financial Market Monitoring (NM) - Beginner, Risk Management (NM) - Beginner, Financial Acumen (NM) - Beginner, Adaptive Communication (NM) - Beginner, Attention to Detail (NM) - Beginner
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
1M Signature / 5M Authority.
PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE.
Job Summary
Builds relationships with Financial Advisors and internal partners. Develops the skills necessary to successfully underwrite Life, Disability, and/or Long-term Care insurance policies in an inclusive and fast-paced environment ensuring all quality, service and production goals are met.
Primary Duties & Responsibilities:
Field & Client Experience
Responsible for credible and effective relations and communication with field and customer to include responding to case appeals/inquiries and assists with placing business.
Provides guidance and assistance to the Northwestern Mutual Financial Network and Financial Representatives regarding case underwriting and risk appraisal
Responsible for prescreen inquiries.
Underwriting
Responsible for the analysis and appraisal of a broad range of insurance applications; approves, classifies, or declines applications for various ages and policy amounts with guidance, as needed.
Independently reviews applications and adheres to underwriting standards and demonstrates an intermediate level of experience with NM product types and changes.
Develops and demonstrates change agility while maintaining mortality and morbidity expectations.
Demonstrates continuous learning through the early adoption of new ways of underwriting.
Develops proficiency with Reinsurance programs and determining where to best place a case.
Underwrites applications, maintaining industry-leading mortality and morbidity giving the best possible offer that can be made. Provides active case and requirement management and provides customized service with guidance.
Communicates & negotiates with Field Partners to explain modified or declined decisions & assist in policy placement.
Develops proficiency in financial, medical, and lay underwriting assessments and provides innovations solutions to keep Northwestern Mutual as the choice of our customers.
Actively utilizes the most effective means to obtain the necessary information, including digital health data, Internet searches, direct contact with the insured, and communication with third party advisors (Accountants, Attorneys, etc.) with limited guidance.
Discusses cases with peer reviewers with medical and technical staff, as needed.
Understands and meets all quality, service, and production goals.
Solves issues & escalations, with guidance as needed.
Partners with Underwriting Support for case management
Cross-functional leadership
May serve as underwriting representative for improvement in product process w/collaboration w/functional partners. Participates in other projects as needed.
Qualifications
A bachelor's degree or equivalent combination of education and experience is preferred.
1.5 years of traditional underwriting experience.
Analytical skills with the ability to make independent decisions and apply sound judgment in the application of rules.
Excellent written and oral communication skills with the ability to handle confidential information, and exercise tact, diplomacy, and resourcefulness.
Proficient in computer skills and using various software packages.
Ability to work accurately while maintaining speed and flexibility in a team and independent production environment.
Highly organized with the ability to establish priorities and meet deadlines.
Displays agility to manage multiple tasks and adapt in a changing work environment.
#LI-Remote or LI-Hybrid
Compensation Range:
Pay Range - Start:
$61,530.00Pay Range - End:
$114,270.00Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Information Gathering (NM) - Intermediate, Underwriting Practices (NM) - Intermediate, Information Optimization (NM) - Intermediate, Insurance Acumen (NM) - Intermediate, Technology Adaptation (NM) - Intermediate (Inactive), Underwriting Ecosystem (NM) - Intermediate, Mortality, Morbidity, & Risk Analysis (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Learning Agility (NM) - Intermediate (Inactive), Adaptive Communication (NM) - Intermediate, Reasoning (NM) - Intermediate, Decision Making (NM) - Intermediate, Negotiation & Managing Objection (NM) - Intermediate, Consulting (NM) - Advanced, Attention to Detail (NM) - Intermediate, Change Adaptability (NM) - Intermediate, Customer Support (NM) - Intermediate, Data Application (NM) - Intermediate
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Hybrid role in Milwaukee part of Northwestern Mutual's Actuarial Leadership Development Program. In this rotational role, individuals will use their actuarial training and background to carry out in-depth analysis of a wide variety of business issues. Typical activities may include development of complex actuarial models, pricing one of many insurance product lines, forecasting future financial circumstances, analyzing product experience, assessing regulatory issues, consulting on product or other risk management issues, or providing significant assistance on corporate projects. The result of the work will frequently influence management towards action that can have a sizeable impact on products, markets, underwriting, pricing, risk management, and profitability.
Primary Duties and Responsibilities
Investigate and analyze technical issues of an actuarial nature.
Assess risk by determining the impact and the financial benefit of varied options.
Provide actuarial consultation to internal clients.
Qualifications
Undergraduate degree in Actuarial Science, Mathematics, Finance, or related field.
Attainment of Associate of the Society of Actuaries (ASA) designation at a minimum.
Most candidates will have made progress toward attaining the Fellowship (FSA) designation.
A minimum of three years of actuarial experience.
Skilled in using software tools that are used for mathematical and/or financial modeling and analysis.
Strong communication skills.
A strong understanding of the actuarial aspects of NM product lines.
A good grasp of risk management issues tied to our products and finances.
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$94,640.00Pay Range - End:
$175,760.00Geographic 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Analytical Thinking (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Intermediate, Organizational & Political Savvy (NM) - Intermediate, Risk Management (NM) - Intermediate, Strategic Thinking (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Negotiation & Managing Objection (NM) - Intermediate, Attention to Detail (NM) - Advanced, Adaptive Communication (NM) - Advanced, Actuarial Modeling (NM) - Advanced, Insurance Finance & Actuarial Acumen (NM) - Advanced, Storytelling through Data (NM) - Advanced, Insurance Products (NM) - Advanced, Statutes & Regulation (NM) - Intermediate, Process Improvement (NM) - Advanced, Learning Agility & Critical Thinking (NM) - Advanced, Scenario Planning (NM) - Intermediate, Risk Evaluation (NM) - Intermediate, Data Analytics (NM) - Advanced
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
$5M Signature / $7.5M Authority
PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE.
Job Summary
Builds relationships with Financial Advisors and internal partners. Develops the skills necessary to successfully underwrite Life, Disability, and/or Long-term Care insurance policies in an inclusive and fast-paced environment ensuring all quality, service and production goals are met.
Primary Duties & Responsibilities
Field & Client Experience.
Responsible for credible and effective relations and communication with field and customer to include responding to case appeals/inquiries and assists with placing business.
Provides guidance and assistance to the Northwestern Mutual Financial Network and Financial Representatives regarding case underwriting and risk appraisal.
Responsible for prescreen inquiries.
Underwriting
Responsible for the analysis and appraisal of a broad range of insurance applications; approves, classifies, or declines applications for various ages and policy amounts with occasional guidance, as needed.
Uses advanced UW knowledge and expertise to provide the appropriate level of underwriting skill and mentoring to UWs.
Uses advanced skills to review applications and adheres to underwriting standards.
Solves complex problems and escalations.
Advanced level of experience with NM product types and changes
Models change agility while maintaining mortality and morbidity expectations.
Demonstrates continuous learning through the early adoption of new ways of underwriting.
Proficient with Reinsurance programs and able to determine where to best place a case.
Underwrites applications, maintaining industry-leading mortality and morbidity giving the best possible offer that can be made.
Provides active case and requirement management and provides customized service with guidance.
Demonstrates advanced ability to communicate & negotiate with Field Partners to explain modified or declined decisions & assist in policy placement.
Provides advanced financial, medical, and lay underwriting assessments and offers innovative solutions to keep Northwestern Mutual as the choice of our customers.
Actively utilizes the most effective means to obtain the necessary information, including Internet searches, direct contact with the insured, and communication with third party advisors (Accountants, Attorneys, etc.)
Collaborates with medical directors and technical staff.
Responsible for adherence to procedures and regulatory processes.
Understands and meets all quality, service, and production goals.
Partners with Underwriting Support for case management.
Cross-Functional leadership.
Subject matter expert in product process w/collaboration w/functional partners and participates in projects and department initiatives.
Collaborates and designs P3 curriculum with L&D/Tech Team.
Qualifications
A bachelor's degree preferred or demonstrated consistent success in prior Underwriting role as evidence by satisfactory case management and quality review.
Minimum of 5 years of underwriting experience.
Analytical skills with an established record to make independent decisions on complex cases and apply sound judgment in the application of rules.
Excellent written and oral communication skills with the ability to handle confidential information, exercise tact, diplomacy, and resourcefulness.
Proficient in computer skills and using various software packages.
Ability to work accurately while maintaining speed and flexibility in a team and independent production environment.
A high degree of organization and the ability to establish priorities and meet deadlines.
Demonstrated strong leadership skills and a high degree of self-motivation and initiative to lead projects or committees.
Displays agility to manage multiple tasks and adapt in a changing work environment.
#LI-Remote or LI-Hybrid
Compensation Range:
Pay Range - Start:
$76,650.00Pay Range - End:
$142,350.00Geographic Specific Pay Structure:
Structure 110:
$84,350.00 USD - $156,650.00 USDStructure 115:
$88,130.00 USD - $163,670.00 USDWe 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Change Adaptability (NM) - Advanced, Information Optimization (NM) - Advanced, Customer Support (NM) - Advanced, Underwriting Ecosystem (NM) - Advanced, Customer Centricity (NM) - Intermediate, Insurance Acumen (NM) - Advanced, Technology Adaptation (NM) - Advanced (Inactive), Information Gathering (NM) - Advanced, Attention to Detail (NM) - Advanced, Training, Educating & Awareness (NM) - Intermediate, Adaptive Communication (NM) - Advanced, Consulting (NM) - Advanced, Data Application (NM) - Advanced, Decision Making (NM) - Advanced, Negotiation & Managing Objection (NM) - Advanced, Mortality, Morbidity, & Risk Analysis (NM) - Advanced, Learning Agility (NM) - Advanced (Inactive), Underwriting Practices (NM) - Advanced, Reasoning (NM) - Advanced
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Primary Duties and Responsibilities
Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment
Proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a registered area and is learning to become proficient in complex work.
Researches and evaluates possible solutions to complex problems that requires identifying root cause and some deviations from procedures
Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers
Ability to de-escalate client experience situations effectively while guiding clients through complex and unique inquiries.
Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients.
Embraces new technology and serves as an advocate for website and self-service capabilities by educating clients and field. Understands risks and impacts that the transaction has on the client or policy.
Understands how systems connect to processes and outcomes.
Drives change and embraces continuous improvement by creating processes and provisions to accommodate change.
Fosters a professional relationship with our clients to enhance brand loyalty
Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards
Adept at shifting work priorities to meet the needs of the business and customer demand.
Qualifications
Associates degree in business or related field or equivalent combination of education and experience
Minimum of 2 years related customer service experience with proven customer service skills
Advanced understanding of Investment or Income markets or products (i.e. VA, VL, VUL Retirement or Business markets)
A basic understanding of tax implications
Advanced written and verbal communication skills
Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy
Strong organization skills with the ability to prioritize tasks.
A strong desire to continuously learn and improve
Strong problem-solving skills and ability to provide options
Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages
Compensation Range:
Pay Range - Start:
$21.35Pay Range - End:
$32.02Geographic Specific Pay Structure:
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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Policy Inquiries & Complaints Management (NM) - Intermediate, Customer Service Mindset (NM) - Intermediate, Prioritization (NM) - Intermediate, Policy & Procedure (NM) - Intermediate, Case Management (NM) - Intermediate, Teamwork (NM) - Intermediate, Compliance (NM) - Intermediate, Field Relations (NM) - Intermediate, Analytical Thinking (NM) - Intermediate, Adaptive Communication (NM) - Intermediate, Root Cause Analysis & Decision Quality (NM) - Intermediate, Quality Acumen (NM) - Intermediate, Client Advocacy (NM) - Intermediate, Data Security (NM) - Advanced, Attention to Detail (NM) - Intermediate, Financial Services Industry Acumen (NM) - Intermediate, Insurance Products (NM) - Intermediate, Change Adaptability (NM) - Intermediate, Customer Support (NM) - Intermediate, Escalation Management (NM) - Intermediate, Tax Awareness (NM) - Intermediate, Investment Products (NM) - Intermediate
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
The Analyst position is a two to three-year assignment, and high performers can expect increasing responsibility.
Analyst Responsibilities:
Analyze and evaluate private equity and private credit investments across a wide range of industries.
Develop investment theses.
Perform detailed financial analysis and modeling.
Assist in the writing of investment memos and contribute to investment committee discussions.
Cultivate relationships with internal and external stakeholders, including senior level executives, legal counsels, investment bankers, and private equity sponsors.
Actively monitor portfolio performance.
Qualifications:
Four-year undergraduate degree in finance, accounting, economics, or mathematics and a track record of academic excellence.
A broad knowledge of investments, an understanding of economic forces affecting a wide range of industries, proficiency in accounting, and strong computer modeling skills, and intellectual curiosity.
Strong interpersonal skills including written / oral communication and relationship building.
0-3 years of prior experience in investment banking, equity research, leveraged finance or other related roles.
#LI-Onsite
Compensation Range:
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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for additional information pertaining to compensation and benefits.
Investment Underwriting, Financial Analysis, Financial Writing, Investment Presentations, Investment Valuation, Financial Modeling, Data Integrity
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Associate Responsibilities:
Analyze and evaluate private equity and private credit investments across a wide range of industries.
Develop investment theses.
Perform detailed financial analysis and modeling.
Assist in the writing of investment memos and present opportunities during investment committee discussions.
Cultivate relationships with internal and external stakeholders, including senior level executives, legal counsels, investment bankers, and private equity sponsors.
Actively monitor portfolio performance.
Qualifications:
Four-year undergraduate degree in finance, accounting, economics, or mathematics and a track record of academic excellence.
Two-to-Four years of relevant experience: investment banking, equity research, private equity, corporate development.
A broad knowledge of investments, an understanding of economic forces affecting a wide range of industries, proficiency in accounting, and strong computer modeling skills, and intellectual curiosity.
Strong interpersonal skills including written / oral communication and relationship building.
#LI-Onsite
Compensation Range:
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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for additional 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 our commitment to a culture of belonging.