NM

Northwestern Mutual

11 open positions available

5 locations
2 employment types
Actively hiring
Full-time
Internship

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Showing 11 most recent jobs
NM

Registered Client Care Srvcs Rep - Remote

Northwestern MutualAnywhereFull-time
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Compensation$55K - 75K a year

Provide personalized client support by answering questions and assisting with products and services in a call center environment. | Associate degree or equivalent experience, 2+ years customer service, advanced knowledge of investment/income products, and FINRA Series 63, 6, and SIE registrations required. | Job Description Primary Duties and Responsibilities Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment Proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a registered area and is learning to become proficient in complex work. Researches and evaluates possible solutions to complex problems that requires identifying root cause and some deviations from procedures Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers Ability to de-escalate client experience situations effectively while guiding clients through complex and unique inquiries. Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients. Embraces new technology and serves as an advocate for website and self-service capabilities by educating clients and field. Understands risks and impacts that the transaction has on the client or policy. Understands how systems connect to processes and outcomes. Drives change and embraces continuous improvement by creating processes and provisions to accommodate change. Fosters a professional relationship with our clients to enhance brand loyalty Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards Adept at shifting work priorities to meet the needs of the business and customer demand. Qualifications Associates degree in business or related field or equivalent combination of education and experience Minimum of 2 years related customer service experience with proven customer service skills Advanced understanding of Investment or Income markets or products (i.e. VA, VL, VUL Retirement or Business markets) A basic understanding of tax implications Advanced written and verbal communication skills Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy Strong organization skills with the ability to prioritize tasks. A strong desire to continuously learn and improve Strong problem-solving skills and ability to provide options Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 63 - FINRA, Series 6 - FINRA, SIE - FINRA Compensation Range: Pay Range - Start: $21.77 Pay Range - End: $32.66 Geographic Specific Pay Structure: Structure 110: Structure 115: 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. At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual. What started in Milwaukee, WI has grown into 7,000+ home office professionals split across 3 campuses: New York City, Franklin and downtown Milwaukee (HQ) - each one bringing with it its own unique talent and culture. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual as we are growing our digital and tech capabilities and are always on the lookout for bright, tech-savvy candidates. Northwestern Mutual is proud to be an equal opportunity employer. We have chosen to build a diverse and inclusive workplace where talented people from all backgrounds want to be, want to stay, and want to build their future. We celebrate and support our differences for the benefit of our employees, our products, and our community. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

Client Servicing
Inquiry Resolution
Problem Solving
Direct Apply
Posted 7 days ago
Northwestern Mutual

Wealth Management Advisor

Northwestern MutualWilmington, DEFull-time
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Compensation$40K - 70K a year

Build and manage a financial advisory business through sales, client relationship development, and ongoing professional growth. | A bachelor's degree or equivalent experience, entrepreneurial mindset, strong interpersonal and time-management skills, and legal work authorization. | Change your career while making an impact. Full training and mentorship program in sales, finance, leadership, and entrepreneurship. Are you ready to take the reins and lead your own path to success as a business owner? It's time to embrace your entrepreneurial spirit and make a lasting impact on your community. If you're tired of feeling undervalued, micromanaged or restrained by the limitations of traditional roles, now is your chance to explore being a part of our dynamic team and chart your own course. At our firm, we believe in empowering individuals like you to drive meaningful change and build a sustainable career as an entrepreneur. If you have a passion for sales, management, leadership, and business ownership with a desire to leave a lasting legacy or if this resonates with you, submit your resume for consideration into our selection process. As a Financial Advisor: · Impact - The opportunity to make a tangible difference in your community and the lives of others through your entrepreneurial endeavors, sales, and leadership. · Educate - Access to a comprehensive Training and Development program designed to foster your growth as a business owner, with a clear trajectory for leadership roles. · Influence – presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations. · Own - Flexibility and independence to shape your own career path and achieve the work-life balance you desire. · Collaborate - A supportive network of like-minded individuals who are dedicated to pushing boundaries and achieving their best every day. Your role will involve: · Receiving personalized coaching and resources to excel in entrepreneurship, finance, sales, and management within our industry. · Building and nurturing meaningful connections in the community to foster strong referral networks and grow your business. · Cultivating long-term relationships with clients by providing them with tailored financial strategies and holistic planning solutions, all while owning your business. · Continuously enhancing your skill set through ongoing professional development and collaborative experiences, ensuring your success as a business owner. We're looking for individuals who embody the following qualities: · Reliability, integrity, and a commitment to ethical practices. · Exceptional communication skills and a natural ability to build strong relationships. · A self-driven, goal-oriented mindset with a passion for continuous growth and success as a business owner and leader. · A willingness to learn, adapt, and thrive in a dynamic and challenging environment. Join us and become a part of a renowned company that values diversity, teamwork, and work-life balance. Take the next step towards a rewarding career in sales, management, leadership, entrepreneurship, and business ownership, and be a catalyst for positive change in the lives of individuals and communities. Northwestern Mutual: Asset and Income Protection – Education Funding – Investment and Advisory Services – Trust Services – Retirement Solutions – Business Needs Analysis Compensation and Benefits • Compensation and commission structure to support early development. • Renewable income • Bonus programs and expense allowances • Support for insurance licensing, SIE, Series 6, Series 63, Series 7, CFP and more • Retirement Package and Pension Plan • Medical, Dental, Vision, Life Insurance and Disability Income Insurance • Family Financial Planning You could be right for this opportunity if you have: • 4-year degree or equivalent professional work experience • Entrepreneurial ambitions • Experience building meaningful relationships. • Interpersonal skills for success in client facing roles. • Excellent time-management skills • Desire for continuous learning • Legal authorization to work in the US without sponsorship. About Us: For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the care and expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We are committed to a diverse, inclusive, and belonging environment where everyone’s different viewpoints bring new successes! Why join Northwestern Mutual: • Fortune 500 company (2025) • Forbes' Best Employers for Diversity (2018-2023) • Top 10 US Independent Broker-Dealers • #1 Among Life Insurers Most Admired Companies for Financial Soundness • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2023) • $335 billion (retail investment client assets held or managed)

financial planning
sales
entrepreneurship
client relationship management
leadership
Verified Source
Posted 13 days ago
Northwestern Mutual

Financial Advisor - Career Changers Encouraged!

Northwestern MutualWest Chester, PAFull-time
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Compensation$40K - 60K a year

Engage clients to develop and manage comprehensive financial plans including investments and insurance. | Bachelor's degree preferred with strong interpersonal skills and willingness to obtain financial licenses. | 🚀 Ready to launch a new career in financial services? Join Northwestern Mutual in West Chester, PA! About Us: • For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the care and expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. • Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. • Our Financial Representatives are valued partners, and proud business owners. We are committed to a diverse, inclusive, and belonging environment where everyone’s different viewpoints bring new successes! Why join Northwestern Mutual: • Fortune 500 company (2025) • Forbes' Best Employers for Diversity (2018-2023) • Top 10 US Independent Broker-Dealers • #1 Among Life Insurers Most Admired Companies for Financial Soundness • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2023) • $335 billion (retail investment client assets held or managed) Key Responsibilities of a Financial Advisor: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. • Financial Planning: Develop comprehensive financial plans, including investments, insurance, and retirement strategies. • Insurance Solutions: Recommend and implement strategies to protect clients' assets and income. • Ongoing Support: Monitor and update clients’ financial plans as needed to adapt to changing circumstances. • Networking: Build and maintain a client network through referrals, community involvement, and professional associations. Leverage Your Background for a Rewarding Career: • Build Direct Client Relationships: Engage directly with clients, offering personalized advice and eliminating intermediaries. • Make a Meaningful Impact: Assist clients through critical life stages, whether planning for medical expenses, retirement, or education, to secure their financial futures. • Unlimited Growth Potential: Embrace each life stage's unique financial planning needs. Your ambition and dedication will drive your success in this fulfilling career. • A Rewarding Career Path: Transition to a role where you can forge long-term relationships, create meaningful outcomes, and make a lasting impact, utilizing your professional skills to navigate the financial landscape. Compensation and Benefits: • Compensation and commission structure to support early development. • Renewable income • Bonus programs and expense allowances • Support for insurance licensing, SIE, Series 6, Series 63, Series 7, CFP and more • Retirement Package and Pension Plan • Medical, Dental, Vision, Life Insurance and Disability Income Insurance • Family Financial Planning Qualifications: • Education: A bachelor's degree is preferred. • Experience: Previous experience in financial services, insurance, or business development is beneficial but not required. • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

financial planning
client consultation
insurance solutions
Verified Source
Posted 15 days ago
NM

Assistant Director, Events Strategy

Northwestern MutualAnywhereFull-time
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Compensation$70K - 110K a year

Lead and manage teams to execute strategic communications and content production initiatives. | Over 10 years of communications leadership experience with strong project and team management skills but no direct event management experience. | About the Job: Northwestern Mutual is seeking a Director of Event Strategy to work alongside the Sr. Director of Meetings and Events in the development and execution of the division’s growth strategy. You will be pivotal in supporting the function —by coaching, mentoring, and empowering the team to think boldly, act decisively, and deliver exceptional events that bring the Northwestern Mutual brand to life through live event experiences. The ideal candidate is a seasoned event professional with deep expertise in end-to-end event management, contract negotiation, industry benchmarking, project management, experiential marketing, and optimizing workflows. You thrive in cross-functional environments, understand objectives, and translate insights into action. Allowing you to support the strategic vision, operating model, budget and planning activities, and outcomes. As such, serving as a trusted, strategic advisor to the department head and leaders within the function. What You'll Do: Represents and provides support to an executive, functional or department head to facilitate effective decision-making which has a significant impact on the organization; this includes strategic planning, road map development, operational planning, establishing team best practices, SLAs, and quality benchmarks that align with the company's overarching strategy, mission, and NM values. Co-leads the development of business cases, risk assessments, and investable structure cost analysis. Directs departmental strategy development and execution, ensuring alignment with key business priorities and outcomes. Guides the team on how to utilize data-driven strategies grounded in purpose, using insights to shape decisions, measure impact, and inform future event portfolio changes. Collaborates, plans and organizes with and through people to bridge strategies across teams. Identifies gaps between ideal and current state of operating model and recommends solutions to close the gaps. Exhibits high level of local (departmental) business acumen to identify and solve complex operational or organizational problems and identify innovative solutions. Partners with department leadership team to identify and track priority work, including identifying business outcomes and key metrics, portfolio management of key department priorities, developing strategy for project execution, and creating transparency on priority work in the department and throughout the enterprise. Leads teams or projects with moderate resource requirements, risk, and/or complexity. Develop and lead training programs utilizing tech and interactive methods to maximize engagement and knowledge retention. Track adoption of new skills and formulate strategies to address skill development needs. Ensures spend optimization is aligned with best-in-class industry standards while maintaining compliance and governance standards. Manages multiple and complex funding mechanisms and provides guidance to leadership on securing resources to achieve business outcomes. Aligns department planning and budget to functional and company priorities, working cross-functionally with peers. Leads departmental staff or leadership meetings and planning sessions. Evaluates barriers to success and develop courses of action to overcome issues at the departmental level. Facilitates cross-functional initiatives and the flow of information between stakeholders and other teams, including but not limited to coordinating requests for information from stakeholders and preparing reports and presentations in response. Plays an integral role in the development and execution of key event initiatives for our largest live events. Will go on-site as needed to evaluate portfolio events, ensure we are maintaining industry standards, occasionally manage specific components of an event, and train new event managers. What Experience You'll Bring: Minimum of 7 years' event management, marketing, and or business leadership experience. Superior interpersonal skills with 5+ years of leadership experience, including but not limited to managing direct reports, teams, and large-scale event project management. Experience in strategic and operational planning, budget management, and leading multiple complex projects with organization-wide impact. Demonstrated organizational agility to work across organizational boundaries, influence, and collaborate with all levels on solutions that benefit the organization. Strong communication, executive presence, and stakeholder-management skills. Exceptional business acumen and focus on achieving business impact through progressive practices and sound business judgment. Ability to translate goals and strategies into executable business plans. Demonstrated learning agility and outside-in perspective to identify future trends and practices. Ability to identify underlying issues and influence others without formal authority. Facilitation and team building skills; ability to play an active, operational and communicative role. Interpersonal savvy and comfort interacting with and presenting to all levels of the organization, including senior leader. Up to 20% travel required to Milwaukee headquarters as needed quarterly and for meetings/trainings, as well as off site for other events. #LI-Hybrid, #LI-Remote Compensation Range: Pay Range - Start: $104,090.00 Pay Range - End: $193,310.00 Geographic Specific Pay Structure: Structure 110: $114,520.00 USD - $212,680.00 USD Structure 115: $119,700.00 USD - $222,300.00 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. At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual. What started in Milwaukee, WI has grown into 7,000+ home office professionals split across 3 campuses: New York City, Franklin and downtown Milwaukee (HQ) - each one bringing with it its own unique talent and culture. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual as we are growing our digital and tech capabilities and are always on the lookout for bright, tech-savvy candidates. Northwestern Mutual is proud to be an equal opportunity employer. We have chosen to build a diverse and inclusive workplace where talented people from all backgrounds want to be, want to stay, and want to build their future. We celebrate and support our differences for the benefit of our employees, our products, and our community. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

Project Management
Stakeholder Management
Budget Management
Direct Apply
Posted 20 days ago
Northwestern Mutual

College Financial Representative

Northwestern MutualCorona, CAInternship
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Compensation$0K - 0K a year

Assist in building client financial strategies, analyze prospects, and support financial planning activities under mentorship. | U.S. citizen, full-time student, strong academic performance, previous internship experience, self-motivated, sociable. | We are currently accepting applications for our Summer 2026 Internship program. Students are expected to commit 15 hours per week to the program. PURPOSE You will gain hands on real world experience as you explore the career path of becoming a Financial Planner. Through our personal and professional development training, you will not only learn how to build and maintain relationships within your community, but you will also have the opportunity to make an impact on the lives of others by helping them enjoy financially secure lives. YOUR OPPORTUNITY Northwestern Mutual’s College Financial Representative Internship has been ranked as a “Top 10 Internship” for the past 25 years (Vault Guide to Internships, 2020). As a Northwestern Mutual College Financial Representative, you will join our team and have the opportunity to partner with experienced financial representatives, advisors, and professional office staff to help build your personal practice. You will see the independent and entrepreneurial spirit that our financial representatives exhibit as you indulge in our innovative, supportive, and committed company culture. • Obtain your Life, Accident, & Health License, sponsored by Northwestern Mutual (Future opportunity to obtain Series 6 and 63 licenses) • Participate in personal and professional training and development meetings • Build your own schedule to meet with prospects and clients at your convenience • Analyze, create, and implement a personalized strategy for your clients to achieve financial security • Work directly with a mentor throughout the internship program • Schedule your work week around your academic schedule QUALIFICATIONS • U.S. Citizen • Full-time student (graduate and undergraduate students accepted) • Strong academic performance and active involvement in clubs/organizations • Devoted work ethic • Previous work or internship experience • Ability to work both independently, as well as part of a team • Self-motivated, driven, goal-oriented • Sociable, outgoing, enjoys meeting new people • Compensation is based on uncapped commissions (50%), weekly stipends based on production up-to $1000+ per month.

Financial Modeling
Valuation Modeling
CRM Systems
Verified Source
Posted 24 days ago
NM

Senior Director, Data & Workforce Insights Systems

Northwestern MutualAnywhereFull-time
View Job
Compensation$140K - 260K a year

Leading data architecture, governance, and analytics teams to develop and maintain HR data ecosystems and insights. | Extensive experience in data engineering, reporting, and analytics leadership, especially within HR or workforce data systems, with strong partnership and communication skills. | About the Job: Lead the strategy for the People Function’s data architecture, reporting ecosystem, analytics capabilities, and insights products. This role is responsible for building and governing a stable, modern data foundation that enables high-quality reporting, decision-grade insights, and future-forward analytics across HR. Oversees data engineering, reporting platforms, data science (light modeling), and people analytics consulting, ensuring that workforce data is reliable, secure, accessible, and aligned with strategic needs. Partners closely with Workforce Systems, Digital Experience, AI Strategy, Enablement Architecture, HR Service Delivery, and enterprise technology teams to deliver a unified strategy and trustworthy data ecosystem. What You'll Do: • Lead the strategy, governance, and technical direction for HR’s workforce data ecosystem. • Oversee data engineering for HR analytics, including data structures, transformations, pipelines, and data quality mechanisms. • Partner with Workforce Systems and IT to ensure reliable data flows, clear definitions, and strong stewardship practices. • Establish data governance frameworks, metadata standards, and master data alignment across HR. • Ensure readiness of data environments to support AI, digital workflows, and advanced reporting. • Own HR’s reporting ecosystem, including dashboards, scorecards, data products, and standardized reporting suites. • Establish and maintain UX, usability, and visualization standards across reporting assets. • Design self-service reporting patterns that increase reliability and reduce manual effort. • Oversee release management, version control, and lifecycle governance for reporting and data products. • Partner with Digital Experience to integrate reporting into HR’s digital channels and front-end platforms. • Lead the people analytics team responsible for descriptive, diagnostic, and early predictive insights. • Oversee the development of workforce analytics products, including mobility, attrition, capability, and experience insights. • Guide data science efforts (e.g., predictive attrition, clustering, or trend identification) to support strategic workforce decisions. • Ensure insights are accessible, accurate, and actionable for HR leadership, BHR partners, and business leaders. • Partner with the Insights Design & Storytelling discipline to package insights for executive audiences. • Lead a multidisciplinary technical and analytical team; ensure clarity of roles, strong performance, and long-term capability building. • Oversee data quality management, issue resolution, documentation, and process rigor across all data systems. • Implement strong testing, validation, audit, and monitoring processes for data and reporting assets. • Develop a multi-year roadmap for advancing workforce analytics, data products, insights capabilities, and decision-support frameworks. • Evaluate emerging tools and opportunities to enhance HR’s data maturity and alignment with enterprise analytics strategy. • Support AI and workflow automation initiatives by defining data requirements, lineage, availability, and governance constraints. What Experience You'll Bring: • Minimum of 10 years in people analytics, data engineering, business intelligence, or workforce data systems leadership. • Minimum of 5 years of people leadership • Experience leading multidisciplinary data teams across engineering, reporting, analytics, and data science. • Strong fluency in HR data structures (Workday preferred), reporting platforms (Tableau, PowerBI, etc.), and analytics ecosystems. • Demonstrated success modernizing data architecture, reporting environments, and data governance. • Ability to translate business needs into data solutions and decision frameworks. • Strong partnership skills across HR, IT, analytics, and enterprise technology teams. • Excellent communication skills, with the ability to distill complex data concepts for executive audiences. • Experience in large, complex organizations with multiple data stakeholders preferred. #LI-Hybrid, #LI-Onsite Compensation Range: Pay Range - Start: $140,000.00 Pay Range - End: $260,000.00 Geographic Specific Pay Structure: Structure 110: Structure 115: 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. Job Posting End Date: The timeline for this job posting may be shortened or extended based on organizational needs. 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.

Healthcare Data Warehousing
Power BI
Azure
Verified Source
Posted 28 days ago
Northwestern Mutual

Customer Service Rep - Hybrid

Northwestern MutualAnywhereFull-time
View Job
Compensation$Not specified

Providing personalized customer service, resolving inquiries, and managing client relationships in a financial services environment. | Requires an associate's degree in Business or Finance, strong communication skills, proficiency with multiple systems, and experience in handling client inquiries. | Primary Duties and Responsibilities • Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment • Becomes proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions which requires a basic understanding of a risk product. • Resolves routine problems by following defined standard process and evaluating solutions. • Takes responsibility of the client experience to make a difference by connecting with the client and seeing things from their point of view. • Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards. • Fosters a professional relationship with our clients to enhance brand loyalty. • Exhibits consistent and appropriate style and customer focused approach to a variety of customers and customer situations. • Uses available resources to effectively and accurately complete routine cases. Qualifications Position Summary As a Customer Service Representative at Northwestern Mutual, you will be a key ambassador of our client experience. As part of our client service operations, you will engage with clients and financial representatives across multiple channels, expertly resolve inquiries and process transactions related to insurance, investments, or other financial products, and contribute to a culture that values proactive problem solving and continuous improvement. We are committed to providing exceptional support and are proud to welcome bilingual candidates-particularly Spanish speakers-as we strive to serve our diverse clientele. This is a Hybrid role for Franklin, WI 3 days on site and 2 days' work from home - Start Date April 6, 2026. Key Responsibilities Client Engagement: Provide prompt, accurate, and courteous service to clients and financial representatives via phone, email, and potentially other digital channels. Deliver personalized support by understanding customer needs and offering tailored solutions within the scope of Northwestern Mutual's products and services. Issue Resolution: Handle both basic and intermediate (semi-complex) inquiries with a clear understanding of our insurance, investment, or related financial products. Use defined processes for routine issues while applying critical thinking to suggest effective solutions for non-standard situations. System Navigation & Accuracy: Efficiently navigate multiple proprietary and standard software applications to process requests with exceptional attention to detail and accuracy. Maintain high accuracy in data entry and case management, ensuring client information is handled securely and confidentially according to industry regulations and company policy. Relationship Building: Develop professional and empathetic relationships with clients and Financial Advisors. Enhance the overall client experience and build brand loyalty through proactive communication, follow-ups, and quality service. Continuous Improvement: Embrace change in a dynamic environment and actively contribute ideas for process enhancements to improve efficiency and client satisfaction. Participate in ongoing training sessions and professional development opportunities to stay current with products, services, regulations, best practices, and technological advances. Required Qualifications An Associate's degree in Business, Finance, or a related field, or an equivalent combination of education and professional experience. Exceptional verbal and written communication skills with a strong customer-focused mindset. Strong organizational and multitasking abilities in fast-paced settings. Demonstrated proficiency in using modern software packages and navigating multiple complex systems. A proactive approach toward problem solving with a commitment to continuous learning and accuracy. Skills You Have Customer Service Mindset (NM) - Anticipates customer needs and applies understanding of customer needs or perspectives to solve problems and drive outcomes as the basis for decision making. Leverages knowledge of trends affecting customer to help them make informed decisions. Customer Support (NM) - Captures customer information for inquiry and analysis in an organized, clear, and consistent manner; leverages knowledge of trends affecting customer to help them make informed decisions and communicates with the customer and the field. Uses customer intelligence to solve problems, demonstrate patience and understanding, ensure customer satisfaction by knowing the customer and audience and resolve customer complaints efficiently. Change Adaptability (NM) - Becomes adaptable in response to continual changes; shows an openness to new ways of working, new methods, work-in-progress improvements and changes and seamlessly navigates the changing business environment and adjusts behavior as appropriate to the situation. Client Advocacy (NM) - Translates customer issues and pain points into requirements, represents client's best interests. Analyzes customer feedback to understand client needs and communicates client sentiment to product teams and relevant stakeholders.Analytical Thinking (NM) - Organizes and compares various aspects of a situation to comprehend and identify key or underlying complex issues through the use of quantitative data and analysis; leverages strong business acumen, problem solving, and interpersonal skills to think critically about situations from multiple perspectives and consistently seeks ways to improve processes. Adaptive Communication (NM) - Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences. Quality Acumen (NM) - Demonstrates thorough understanding of the professional domain, adheres to established industry standards, and exhibits effective consultative behaviors. Continuously enhances knowledge through learning and experience, implements best practices consistently to provide better solutions, exceptional quality of service, and offers a seamless user experience. Why Join Northwestern Mutual? Growth Opportunities: We are invested in your professional development and provide clear pathways for career advancement within a stable and respected company. Inclusive Culture: We foster a diverse and inclusive environment that encourages collaboration, integrity, and mutual respect. Impactful Work: Your role directly influences client satisfaction and financial security, contributing to the overall success of our clients and the company, making a measurable 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: Pay Range - End: Geographic Specific Pay Structure: Structure 110: Structure 115: 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. Skills Teamwork (NM) - Beginner, Customer Support (NM) - Beginner, Field Relations (NM) - Beginner, Quality Acumen (NM) - Beginner, Policy Inquiries & Complaints Management (NM) - Beginner, Adaptive Communication (NM) - Beginner, Customer Service Mindset (NM) - Beginner, Compliance (NM) - Beginner, Prioritization (NM) - Beginner, Insurance Products (NM) - Beginner, Change Adaptability (NM) - Beginner, Policy & Procedure (NM) - Beginner, Attention to Detail (NM) - Beginner, Root Cause Analysis & Decision Quality (NM) - Beginner, Data Security (NM) - Beginner, Escalation Management (NM) - Beginner, Client Advocacy (NM) - Beginner, Analytical Thinking (NM) - Beginner, Case Management (NM) - Beginner, Tax Awareness (NM) - Beginner 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 By applying, you consent to your information being transmitted to the Employer by SonicJobs click apply for full job details

Customer Service
Data Entry
Communication Skills
Verified Source
Posted about 1 month ago
NM

Vendor Manager - Remote

Northwestern MutualAnywhereFull-time
View Job
Compensation$80K-110K a year

Lead vendor onboarding, manage vendor relationships, provide guidance and oversight to operational teams, facilitate governance, monitor performance, and support strategic initiatives. | At least 5 years of vendor management experience, strong knowledge of onboarding and contract management, excellent communication skills, proficiency with vendor management software, and strong analytical abilities. | Job Title: Vendor Manager - Remote Company Overview: Northwestern Mutual is a leading financial services company dedicated to helping clients achieve financial security and peace of mind. With a rich history spanning over 160 years, we combine innovative technology with personalized service to deliver exceptional value to our customers and partners. Role Overview: As a Vendor Manager at Northwestern Mutual, you will play a critical role in managing vendor relationships and ensuring optimal performance. You will lead the onboarding process for new vendors, provide guidance and oversight to operational teams, and facilitate governance both internally and externally to support business objectives. What You'll Do: - You will lead the end-to-end onboarding process for new vendors, ensuring compliance with company standards. - You will manage ongoing vendor relationships to maintain high performance and service quality. - You will provide processes, guidance, and oversight to operational teams regarding vendor management. - You will facilitate governance and compliance activities with internal stakeholders and external vendors. - You will monitor vendor performance metrics and implement improvement plans as needed. - You will collaborate cross-functionally to resolve vendor-related issues and risks. - You will maintain accurate documentation and reporting related to vendor contracts and performance. - You will support strategic initiatives to optimize vendor partnerships and reduce costs. What You Bring: - You bring at least 5 years of experience in vendor or supplier management, preferably in financial services. - You have strong knowledge of vendor onboarding, contract management, and performance monitoring. - You possess excellent communication and relationship-building skills. - You are proficient in using vendor management software and Microsoft Office Suite. - You demonstrate strong analytical and problem-solving abilities. - You have a proactive approach to managing risks and compliance requirements. Bonus Points If You Have: - Experience working in a remote or hybrid work environment. - Familiarity with financial services regulations and compliance standards. - Project management certification or experience. - Experience with contract negotiation and legal review processes. What We Offer: - We offer a competitive salary and comprehensive benefits package. - We offer flexible remote work options to support work-life balance. - We offer professional development opportunities and career growth support. - We offer a collaborative and inclusive company culture. - We offer wellness programs and employee assistance resources. Ready to Apply? To join our team as a Vendor Manager, please submit your resume and cover letter through our careers portal at www.northwesternmutual.com/careers. We look forward to learning more about you and how you can contribute to our continued success.

Vendor Management
Vendor Onboarding
Contract Management
Performance Monitoring
Risk Management
Compliance
Communication
Analytical Skills
Microsoft Office
Vendor Management Software
Posted 6 months ago
NM

Vendor Manager - Remote

Northwestern MutualAnywhereFull-time
View Job
Compensation$90K-120K a year

Lead vendor onboarding, manage vendor performance, implement vendor management processes, facilitate governance, and support operational teams. | 5+ years in vendor management, strong knowledge of frameworks and compliance, excellent communication, project management skills, and proficiency with relevant software. | Job Title: Vendor Manager - Remote Company Overview: Northwestern Mutual is a leading financial services company dedicated to helping clients achieve financial security and peace of mind. With a rich history spanning over 160 years, we combine innovative technology with personalized service to deliver comprehensive financial solutions. Our commitment to integrity and excellence drives our success and fosters a collaborative work environment. Role Overview: As a Vendor Manager at Northwestern Mutual, you will play a critical role in managing vendor relationships and ensuring optimal performance. You will provide strategic oversight and guidance to operational teams, facilitating governance and compliance both internally and with external partners. This role is essential in maintaining strong vendor partnerships that support our business objectives. What You'll Do: - You will lead the end-to-end onboarding process for new vendors, ensuring compliance with company standards. - You will manage ongoing vendor performance through regular reviews and performance metrics. - You will develop and implement vendor management processes and best practices. - You will collaborate with cross-functional teams to address vendor-related issues and risks. - You will facilitate governance meetings and ensure adherence to contractual obligations. - You will provide training and guidance to operational teams on vendor management policies. - You will maintain accurate documentation and reporting related to vendor activities. - You will identify opportunities for vendor consolidation and cost optimization. What You Bring: - Minimum of 5 years of experience in vendor or supplier management, preferably within financial services. - Strong knowledge of vendor management frameworks, contract negotiation, and compliance requirements. - Excellent communication and interpersonal skills to build and maintain relationships. - Proven ability to lead cross-functional teams and manage multiple projects simultaneously. - Proficiency with vendor management software and Microsoft Office Suite. Bonus Points If You Have: - Experience working in a remote or hybrid work environment. - Certification in vendor management or procurement (e.g., CVM, CPM). - Background in risk management or governance. - Familiarity with financial services regulations and standards. What We Offer: - We offer a flexible remote work environment to support work-life balance. - We offer comprehensive health, dental, and vision insurance plans. - We offer a 401(k) retirement plan with company matching. - We offer professional development opportunities and tuition reimbursement. - We offer a collaborative and inclusive company culture focused on growth and innovation. Ready to Apply? To join our team as a Vendor Manager, please submit your resume and cover letter through our careers portal at www.northwesternmutual.com/careers. We look forward to learning how you can contribute to our continued success.

Vendor Management
Contract Negotiation
Compliance
Risk Management
Cross-functional Team Leadership
Vendor Management Software
Microsoft Office Suite
Communication Skills
Posted 6 months ago
NM

Vendor Manager - Remote

Northwestern MutualAnywhereFull-time
View Job
Compensation$80K-110K a year

Lead vendor performance and relationship management, oversee onboarding, provide guidance to operational teams, and facilitate governance. | Minimum 5 years experience in vendor management, strong communication, leadership skills, and proficiency with vendor management tools. | Job Title: Vendor Manager - Remote Company Overview: Northwestern Mutual is a leading financial services company dedicated to helping clients achieve financial security and peace of mind. With a rich history spanning over 160 years, we combine innovative technology with personalized service to deliver comprehensive financial solutions. Our collaborative culture fosters growth, integrity, and excellence. Role Overview: As a Vendor Manager at Northwestern Mutual, you will lead vendor performance and relationship management to ensure seamless collaboration and operational efficiency. You will provide processes, guidance, and oversight to internal teams while facilitating governance with external partners, playing a critical role in vendor onboarding and ongoing management. What You'll Do: - You will lead the end-to-end onboarding process for new vendors, ensuring compliance and alignment with company standards. - You will manage vendor relationships to optimize performance and mitigate risks. - You will develop and implement vendor management processes and best practices. - You will collaborate with operational teams to provide guidance and support on vendor-related issues. - You will facilitate governance meetings and ensure adherence to contractual obligations. - You will monitor vendor performance metrics and drive continuous improvement initiatives. - You will coordinate cross-functional teams to resolve vendor-related challenges promptly. - You will maintain accurate documentation and reporting related to vendor activities. What You Bring: - Minimum of 5 years of experience in vendor management or related fields. - Strong knowledge of vendor onboarding, contract management, and performance evaluation. - Excellent communication and interpersonal skills to build and maintain relationships. - Proven ability to lead cross-functional teams and manage multiple projects simultaneously. - Proficiency with vendor management software and Microsoft Office Suite. - Strong analytical and problem-solving skills. Bonus Points If You Have: - Experience in the financial services industry. - Familiarity with regulatory compliance and risk management frameworks. - Project management certification (PMP or equivalent). - Experience working in a remote or hybrid work environment. What We Offer: - We offer a competitive salary and comprehensive benefits package. - We offer flexible remote work options to support work-life balance. - We offer professional development opportunities and career growth support. - We offer a collaborative and inclusive company culture. - We offer wellness programs and employee assistance resources. Ready to Apply? To join our team as a Vendor Manager, please submit your resume and cover letter through our careers portal at www.northwesternmutual.com/careers. We look forward to learning how you can contribute to our continued success.

Vendor Management
Vendor Onboarding
Contract Management
Performance Evaluation
Communication Skills
Cross-functional Team Leadership
Vendor Management Software
Analytical Skills
Posted 6 months ago
NM

Sr Marketing Data Analyst

Northwestern MutualNew York, NYFull-time
View Job
Compensation$77K - 142K a year

Perform advanced marketing data analysis, create reports and dashboards, provide insights and recommendations to support business decisions, and collaborate cross-functionally. | Bachelor's degree plus 4-5 years of marketing analytics experience with expertise in analytical tools, data visualization, marketing strategies, and strong communication skills. | Primary Duties & Responsibilities: • Provides quantitative and qualitative data analysis and reporting of patterns, insights, and trends to decision-makers in order to drive business decisions and address business questions. • Creates and is accountable for high quality, value driven work that drives business outcomes; places the user in the center of decision making; and collaborates with team for speed, agility and innovation in work. • Provides strategic direction and support for advanced analytics focused on answering detailed questions and telling a story around the data to support pre-client, client and field marketing initiatives. • Helps define and implement consistent measurement standards and reporting across all programs, leverage data to inform key business decisions, and make recommendations on how to move programs forward. • Provides data to drive actionable insights while making informed decisions. • Supports Ad Hoc analytics requests from marketing stakeholders and builds out reports as needed. ​ • Creates and produces forecasts, reports, dashboards, etc. to tell a story through data. • Utilizes analytics and metrics to improve processes and provide data-driven forecasts that impact the business (costs, risks, etc). • Deliver results to Department leaders and Stakeholders. • Delivers results, insights and recommendations (written, verbal, presentations, etc) to business audience to support business decisions. • Produce actionable reports that show key performance indicators, identify areas of improvement into current operations, and display root cause analysis of problems. • Deep expertise in at least one business area or domain, with a broad understanding of the business and domains surrounding the main focus. • Seeks to understand business process, user tasks, and, as necessary, captures refined process documents. • Implements best practices, methodologies, standards and processes to share across teams. • Takes initiatives to design and develop deliverables based on interpretation of findings and business client needs on a wide range of analytical topics. • Provides consultation to business clients and may participate in cross-functional teams to address business issues. • Contributes to the growth & development of the organization through actively sharing results & insights across the teams and with Stakeholders. • Regularly applies new perspectives, creative problem-solving, and inter-departmental connections to improve analytical capabilities. • Embraces continuous learning, curiosity, and ambiguity. Qualifications: • Bachelor's degree in Computer Science, MIS, Mathematics, Statistics, Business, Marketing or related field. • At least 4-5 years of professional experience. • At least 4 years of experience working in marketing analytics related field. • At least 3 years of hands-on experience doing marketing analytics work. • At least 5 years of progressively responsible experience in research and data analysis, application of statistical research techniques, report or application development that support business decisions/outcomes. • Expertise in development and application of analytical tools such as SAS, SQL, MS Excel, SPSS, R, Python, or other tool. • Visualization tooling like PowerBI or Tableau. • Ability to access, gather, and analyze data from multiple internal and external sources to drive insights into business problems, decisions, and performance. • Ability to articulate this knowledge as an expert at the department level and may be called on to provide insight at the enterprise level to provide detailed analysis. • Strong understanding of marketing strategies across the customer life cycle. • High degree of expertise with marketing programs. • Ability to convey analytical and technical concepts to non-analytical and non-technical staff. • Experience with strategic development and/or building propensity, regression, predictive, or uplift models is a plus. • Experience with campaign management tools and analytical platforms. • Strong communication skills with a proven ability to build rapport and interact with cross-functional teams. • Excellent analytical skills, and strong detail orientation with an ability to handle and deal with large amounts of data, unstructured business problems, and synthesize data for others. #LI-Hybrid Compensation Range: Pay Range - Start: $76,650.00 Pay Range - End: $142,350.00 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.

Marketing analytics
SAS
SQL
MS Excel
SPSS
R
Python
PowerBI
Tableau
Statistical research techniques
Data visualization
Predictive modeling
Campaign management tools
Verified Source
Posted 7 months ago

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