Enterprise Insights Specialist (Research Operations & Knowledge Management Strategy)

Northwestern Mutual

Milwaukee, Wisconsin

JOB DETAILS
SKILLS
Analysis Skills, Artificial Intelligence (AI), Atlassian JIRA, Budget Management, Business Administration, Business Skills, Cross-Functional, Customer/Client Research, Data Collection, Data Management, Energy Efficiency, Intelligence Gathering, Knowledge Management, Leadership, Library and Information Science, Management Strategy, Market Research, Market Trend Analysis, Metrics, Microsoft Excel, Microsoft Office, Microsoft SharePoint, Microsoft Word, Operations Management, Operations Research, Problem Solving Skills, Project Tracking, Project/Program Management, Requirements Management, Research Skills, Risk Management, Social Media Marketing, Social Sciences, Statistics, Support Documentation, Technical Research, Testing, Trend Analysis, Vendor/Supplier Management, eCommerce
LOCATION
Milwaukee, Wisconsin
POSTED
5 days ago

About The Job

THIS ROLE WILL BE BASED IN MILWAUKEE, WI.

As the Enterprise Insights Specialist – Consumer & Client Research, you will bring deep consumer and client understanding, coupled with strategic foresight, to life to inspire profitable growth. You will have the opportunity to work with cross-functional teams, perform custom research as applicable and drive project management for insights projects across consumer, client and field teams. This is a unique opportunity for an individual with a self-starter mentality to have oversight of the projects across the function while also ensuring appropriate tracking of these projects.

As the central orchestrator and research librarian for our Enterprise Insights team, you will lead workflow optimization and institutionalize knowledge through disciplined archival. You will leverage AI to enhance insight discoverability, preventing redundant work and driving efficiencies across the team. By centralizing these assets, you will accelerate speed-to-discovery, allowing leadership to pivot quickly in response to emerging market trends. Ultimately, you will instill a rigorous discipline around intake and knowledge management to ensure every strategic decision is backed by the organization’s collective intelligence, mitigating risk and driving sustainable competitive advantage.

What You’ll Do:

Intake Process, Documentation & Traffic Support

  • Workflow Oversight: Work with the team to manage and monitor research tasks in Jira to ensure project progress and resource efficiency.
  • Intake Management: Ensure all initiatives begin with a logged research brief to define objectives and requirements.
  • Status Reporting: As needed, provide updates on team capacity and project status based on Jira traffic metrics.
  • Rights Compliance: Document and enforce sharing protocols for internal, field, and external access per guidelines.
  • Insights Curation: Partner with leads to ensure research outputs are formatted for long-term searchability and actionability.

Knowledge & Data Management

  • Knowledge Archival: Lead the systematic storage of findings across SharePoint and the Research Hub for easy retrieval.
  • AI Integration: Leverage approved AI tools to automate the coding, tagging, and searching of research files.
  • Quarterly Spotlights: Produce a quarterly digest of projects and impact (in partnership with respective teams) to drive enterprise-wide awareness.
  • Standardization: Maintain team-wide standards for naming conventions and folder structures for a "single source of truth."

What You'll Bring To The Role

  • Minimum of 2-3 years' experience/knowledge desired in consumer insights, research & project management.
  • Direct to consumer (B2C) category experience strongly preferred.
  • Exposure and experience to custom research methodologies such as concept testing, communications evaluation and syndicated data collection/research.
  • Expertise using MS Office tools such as Excel, Word and syndicated tools for project tracking.
  • Strong technical market research skills that include; quantitative, qualitative, primary, and secondary.
  • Experience should include budget management, and vendor management.
  • 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.
  • Acts in the best interest of consumer / clients and the company.
  • MBA or Master's Degree strongly preferred.

#LI-Onsite, #LI-Hybrid

Compensation Range:

Pay Range - Start:

$70,320.00

Pay Range - End:

$105,480.00

Geographic 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 that welcomes talented individuals of all backgrounds. 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.


About the Company

N

Northwestern Mutual

Who We Are

What we believe.

We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities.
These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.

We’re known for our financial strength.

That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities.

We care.

We make a positive difference in our communities. Nationally, thousands have benefited 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.


Why Work Here

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. And we want you to grow with us.

We invest in our people.

We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.

Be part of building our future.

We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee.

Enjoy Milwaukee.

Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots.


Our Culture

We are always evolving.

At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.

We do what’s right.

Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work.

We recognize and develop possibilities in our people.

Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective.

Diversity makes us better.

We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

COMPANY SIZE
5,000 to 9,999 employees
INDUSTRY
Financial Services
FOUNDED
1857
WEBSITE
https://www.northwesternmutual.com/