Senior Wealth Data Specialist

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Milwaukee, WI, USA
Hybrid
93K-172K Annually
Fintech • Insurance • Financial Services
Start-Up Vibes with The Stability of a Fortune 100 Company.
The Role
Summary:
The Senior Wealth Data Specialist provides critical data management expertise and services to different areas across Wealth Investment Products and Services. This position requires a multifaceted agile mentality, data management skills, patience, and persistence to solve complex business problems.
Primary Duties & Responsibilities:
  • Extract data from diverse sources on multiple platforms and implement data models.
  • Develop reports and visualizations to support projects and business initiatives.
  • Analyze investment performance data and communicate with senior management, field, and home office teams.
  • Analyze data needs and identify available internal and external sources.
  • Perform quantitative data analysis utilizing analytical tools.
  • Ensure data consistency and reliability. Perform quality checks, contribute to metadata and data dictionaries, document repeatable extract, transform and load processes.
  • Design business intelligence solutions.
  • Develop data models to integrate and consume data.
  • Summarize analysis into user-friendly deliverables by translating technical, detailed data into business-appropriate communications and recommendations. Report analytical results and recommendations in written, verbal, and presentation form.
  • Train other teams on data tools and provide guidance on data modeling and practices.

Qualifications:
  • Bachelor's degree in Information Technology, Computer Science, MIS or related field
  • 4-5 years professional technical experience, including 1-2 years showing success in engineering of data management technologies
  • Experience with engineering of data management solutions
  • Expertise in one or more development or analytical tools such as Databricks, Power BI, SAS, Tableau, SQL, SQL based ETL, MSBI, Visual Basic, or another data mgmt tool.
  • Experience with industry standard data cataloging, data quality, and/or data modeling technologies
  • The ability to translate business capabilities into technology solutions
  • A solid foundation in core data management skills
  • Ability to work on multiple projects at once assuring timely outcomes.
  • Ability to deliver results and recommendations in written, verbal and presentation form at an appropriate level for a business audience.
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA
Compensation Range:
Pay Range - Start:
$92,750.00
Pay Range - End:
$172,250.00
Geographic 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.
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

What the Team is Saying

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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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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.

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