Enterprise Insights Specialist (Research Operations & Knowledge Management Strategy)

Reposted 8 Hours Ago
Be an Early Applicant
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
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:
$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

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Chester

Northwestern Mutual Compensation & Benefits Highlights

  • Retirement Support Retirement benefits include both a 401(k) and a company‑funded Cash Balance plan, with age/service‑based credits and a noted additional contribution in a recent year—an uncommon pairing among large employers. This combination elevates long‑term financial security beyond typical single‑plan offerings.
  • Healthcare Strength Health coverage spans medical, dental, and vision alongside on‑site Mutual Health Centers, fitness centers or reimbursement, mental‑health support, and named condition‑management programs. This breadth indicates strong investment in preventive care, access, and overall wellbeing.
  • Parental & Family Support Paid parental leave, caregiving leave, fertility benefits via specialized partners, and adoption/surrogacy assistance (with specified reimbursements) reflect robust family support. The scope of these programs suggests meaningful backing across diverse family‑building needs.

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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