Posted:
7/17/2025, 5:00:00 PM
Location(s):
Wisconsin, United States ⋅ West Bend, Wisconsin, United States
Experience Level(s):
Senior
Field(s):
Data & Analytics
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.
Compensation Range:
Pay Range - Start:
Pay Range - End:
$172,250.00Geographic 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.
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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.
Website: https://www.northwesternmutual.com/
Headquarter Location: Milwaukee, Wisconsin, United States
Employee Count: 10001+
Year Founded: 1857
IPO Status: Private
Industries: Advice ⋅ Consulting ⋅ Finance ⋅ Financial Services ⋅ Insurance ⋅ Life Insurance