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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.

Leads enterprise-wide change management strategy across complex, cross-functional initiatives. Develops change frameworks, assesses people-related risks, aligns stakeholders, drives adoption, and oversees integrated change delivery. Advises senior leaders, delivers metrics and insights, and manages a team of change practitioners. Requires extensive experience implementing large-scale organizational transformations, strategic influence, analytical problem-solving, and a Prosci or similar change management certification.

Supports investment client onboarding by preparing proposals and account paperwork, entering transfer and ACH instructions, tracking account status, resolving transfer issues, conducting quality checks, and coordinating updates with advisors and staff. The role also improves operational processes, mentors junior team members, and applies investment knowledge to handle exceptions and special instructions.

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.

Coordinates field research projects from intake through delivery, tracking timelines, deliverables, and stakeholder communications. Maintains research repositories, knowledge-management systems, field research panels, and insight-sharing processes. Uses AI, Power BI, Qualtrics, and Jira to improve discoverability, workflow efficiency, and research operations. Partners cross-functionally on custom and community research, process improvements, and connecting findings across studies to support strategic, insight-led decisions.

Provides advanced estate, business succession, wealth transfer, tax, and executive compensation planning guidance to high-net-worth clients and financial advisors. Evaluates legal documents and planning structures, develops actionable recommendations, leads presentations, collaborates with attorneys and tax professionals, and supports coordinated execution of client objectives. The role also manages consultation workflows, builds stakeholder relationships, and contributes thought leadership and planning education.

Lead product vision, roadmapping, and experimentation for innovation programs. Define KPIs, validate solutions with research and data, manage cross-functional stakeholders, and communicate executive-level recommendations while facilitating agile delivery.

Manages Northwestern Mutual’s grassroots advocacy program and two political action committees. Responsibilities include coordinating delegate programs, Capitol Hill fly-ins, advocacy campaigns, PAC solicitations, stakeholder and contractor relationships, technology projects, communications, websites, databases, budgets, and PAC board meetings. The role develops strategies to increase grassroots engagement and PAC receipts, supports government relations initiatives, and presents to internal leadership. Requires at least three years of relevant political, PAC, fundraising, government relations, or legislative experience.

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.

Enterprise HR leader responsible for total rewards strategy, including compensation, benefits, retirement, health and well-being, performance management, recognition, job architecture, and career frameworks. Leads compensation and benefits teams, transformation initiatives, governance, vendor relationships, analytics, and program budgets. Advises executives and the Compensation Committee while aligning employee rewards with business performance, workforce strategy, financial stewardship, and organizational effectiveness.