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Senior Wealth Data Specialist

Northwestern Mutual
United States, Wisconsin, Milwaukee
720 E Wisconsin Ave (Show on map)
Jul 18, 2025

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:

205 - Structure 110: 102,060.00 USD - 189,540.00 USD 205 - Structure 115: 106,680.00 USD - 198,120.00 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 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
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