Enterprise Insights Specialist (Research Operations & Knowledge Management Strategy)

Posted Yesterday
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Milwaukee, WI, USA
Hybrid
70K-121K Annually
Junior
Fintech • Insurance • Financial Services
Start-Up Vibes with The Stability of a Fortune 100 Company.
The Role
Manage research intake and workflows in Jira, enforce sharing and archival standards in SharePoint/Research Hub, leverage AI for tagging and discoverability, prevent redundant research, produce quarterly insight digests, standardize naming and folder structures, and support quantitative and qualitative analysis while managing budgets and vendors.
Summary Generated by Built In
About The Job
As the central orchestrator and research librarian for our Enterprise Insights team, you will lead workflow optimization and institutionalize knowledge through disciplined archival. We're looking for an early-career Research Analyst of hands-on research and data analysis experience to support consumer insights and business decision-making You will leverage AI to enhance insight discoverability, preventing redundant work and maximizing the ROI of the enterprise's strategic investments. By centralizing these assets, you will accelerate speed-to-insight, 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: 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: 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.
  • Efficiency Control: Identify past research to ensure new projects aren't started when existing data is available.
  • Quarterly Spotlights: Produce a quarterly digest of high-impact findings 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 research and data analysis, application of statistical research techniques.
  • B2C category experience strongly preferred.
  • Knowledgeable 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.
  • 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.
  • 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.

#LI-Onsite, #LI-Hybrid
Compensation Range:
Pay Range - Start:
$70,320.00
Pay Range - End:
$105,480.00
Geographic Specific Pay Structure:
Structure 110:
$77,360.00 USD - $116,040.00 USD
Structure 115:
$80,880.00 USD - $121,320.00 USD
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.
FIND YOUR FUTURE
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.
  • Flexible work schedules
  • Concierge service
  • Comprehensive benefits
  • Employee resource groups

Skills Required

  • 2-3 years experience in research and data analysis, including application of statistical research techniques
  • B2C category experience
  • Proficiency with Excel, Access, SQL, SAS, SPSS, Tableau or similar Business Intelligence tools
  • Experience with advanced analytic techniques (Regression, Factor analysis, Cluster analysis)
  • Experience with knowledge management platforms (SharePoint, Research Hub) and archival best practices
  • Experience using Jira for workflow/task management
  • Experience leveraging approved AI tools for coding, tagging, and search automation
  • Experience including budget management and vendor management
  • Technical market research skills: quantitative, qualitative, primary and secondary research
  • Degree in business, marketing, social sciences, statistics, or related field
  • Must have, or acquire soon after hire, intimate knowledge of Northwestern Mutual field, markets, clients and products
  • Strong analytical, problem solving, conceptual skills and ability to collaborate cross-functionally

What the Team is Saying

Chris
Chester

Northwestern Mutual Compensation & Benefits Highlights

  • Retirement Support The package includes both a 401(k) and a company‑funded cash balance pension with automatic company contributions and disclosed vesting. This dual‑plan structure and cash‑balance credits strengthen long‑term savings support.
  • Parental & Family Support Paid parental leave, caregiving leave, and adoption/surrogacy assistance are explicitly provided for eligible employees. Fertility and family‑building resources are also highlighted as part of the offering.
  • Healthcare Strength Medical, dental, and vision coverage are paired with mental‑health resources and access to on‑site health centers in key locations. Fitness centers and reimbursements extend health and wellness support beyond core insurance.

Northwestern Mutual Insights

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The Company
HQ: Milwaukee, WI
8,400 Employees
Year Founded: 1857

What We Do

You’ll Like It Here At Northwestern Mutual, we believe that our lives and our work matter. And that doing what’s right is good for everyone. We follow through by designing tech that improves the community and cultivating creative ways to make finance accessible anywhere. These guiding principles have allowed our company to grow for more than 160 years. Here, you’ll be with a team who emphasizes integrity and prioritizes security to design experiences that better everyone. You’ll work in cross functional teams to create optimal solutions that are rooted in innovative strategy and thoughtful execution. And you’re provided development tools and opportunities to become a leader all with the support of a collaborative team. You’ll be surrounded in a culture that values innovation and works to always evolve to stay ahead of trends and client needs. We are intentional in seeking out team members who will challenge us. Our employees choose us for the career opportunities, commitment to philanthropy and desire to have a meaningful impact in the lives of our clients. You have career passions and goals. We have ambition and opportunity for you to grow your future in tech. Discover today: https://careers.northwesternmutual.com/

Why Work With Us

We invest in our people. We know careers are about choices, so we provide intentional opportunity. Here you can build creative ways to make finance accessible anywhere and revolutionize traditional processes. As a mutual company, our focus is our people — whether professional development or investments in the community. 

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About our Teams

Northwestern Mutual Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We offer a flexible, hybrid approach for our employees . Teams are in the office a few days a week and work from home the others.

Typical time on-site: Flexible
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HQMilwaukee, WI
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