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The Corporate Development Analyst supports venture and corporate development by building financial models, conducting valuation analyses, developing acquisition and partnership business cases, researching financial services trends, and assisting with due diligence, negotiations, and integration planning. The role presents findings to senior leaders and collaborates with cross-functional stakeholders to evaluate strategic opportunities aligned with Northwestern Mutual’s long-term strategy.

Provides investment operations support for advisors and network offices by preparing investment proposals, opening accounts, processing transfers and ACH instructions, tracking account statuses, and resolving operational issues. The role also supports advisor calls, recommends process improvements, mentors junior staff, performs quality checks, and applies investment knowledge to nonstandard requests. Requires financial services and investment operations experience, strong analytical and communication skills, and preferred FINRA Series 7 licensing.

Prepare federal and state individual, entity, passthrough, and trust tax returns for high-net-worth clients. Develop tax projections, perform financial and tax analyses, support tax planning presentations, and recommend strategies involving investments, life insurance, business planning, and estate planning. Collaborate with CPAs, financial advisors, legal professionals, and internal teams to deliver integrated tax solutions and address complex client circumstances.

Provide expert consultation on complex financial services compliance and supervision matters. Analyze issues, support solution design, drive consistent execution across field offices, deliver targeted training, and contribute to policy and process improvements. Partner with compliance, supervision, and business stakeholders to support annual compliance initiatives and transaction reviews.