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Northwestern Mutual

Sells life insurance and financial advice

Senior Business Analyst

Full-TimePosted on 10/22/2026
$89.4k - $154.2k
Senior
Bachelor's
Franklin, WI, USA
In Person
Business & StrategyBusiness Analysis
Company Historically Provides H1B Sponsorship

About the job

Requirements
  • A bachelor's degree or equivalent professional experience.
  • At least 5 years of Business Analyst, Product Analyst, or related experience delivering measurable business outcomes.
  • Demonstrated ability to make data-driven decisions and recommendations.
  • Experience working within Agile, product-focused, or cross-functional delivery environments.
  • Strong analytical thinking, critical thinking, and problem-solving skills.
  • Proven ability to operate effectively in ambiguous environments and bring structure to evolving problems and opportunities.
  • Experience facilitating stakeholder discussions, discovery sessions, workshops, and alignment activities.
  • Ability to influence decisions and build consensus without direct authority.
  • Strong communication, relationship-building, and collaboration skills.
  • Demonstrated initiative, ownership, and bias toward action.
  • Ability to balance strategic thinking with attention to detail and execution.
  • Curiosity, learning agility, adaptability, and comfort working in new or evolving ways.
  • Experience using data, insights, and business context to guide recommendations and prioritization decisions.
  • Use of AI-enabled tools and emerging technologies to improve analysis, decision-making, delivery effectiveness, and operational efficiency.
Responsibilities
  • Define success measures, establish baseline performance metrics, and evaluate outcomes to ensure solutions support Service Strategy objectives and business value.
  • Serve as a strategic thought partner by focusing on business problems, root causes, and opportunities rather than simply documenting requirements.
  • Lead discovery efforts, stakeholder discussions, and process analysis to identify opportunities and define future-state experiences.
  • Apply systems thinking to understand how processes, technology, products, data, and organizational decisions impact the broader servicing ecosystem.
  • Facilitate workshops, process mapping sessions, and alignment discussions that help teams move from ambiguity to actionable solutions.
  • Leverage quantitative and qualitative data to identify trends, evaluate opportunities, and support prioritization decisions.
  • Translate complex business needs into clear requirements, user stories, process flows, acceptance criteria, and solution recommendations.
  • Partner closely with Product, Engineering, Operations, Analytics, and business stakeholders to support roadmap priorities and delivery efforts.
  • Influence stakeholders and delivery teams across organizational boundaries while driving decisions without direct authority.
  • Support rapid test-and-learn approaches by identifying opportunities, validating assumptions, incorporating feedback, and measuring outcomes.
  • Contribute to strong business analysis practices, continuous improvement efforts, and knowledge sharing across teams.
  • Communicate with working teams, business partners, leadership, and executives, tailoring information appropriately to each audience.
Desired Qualifications
  • Financial services experience.
  • Insurance servicing experience.
  • Annuities experience.
  • Experience partnering closely with Product Management and Engineering teams.
  • Experience supporting business transformation, modernization, automation, or process improvement initiatives.
  • Experience leveraging AI-enabled tools to improve analysis or delivery effectiveness.
  • Contact center, servicing, or operations experience.

About the company

Northwestern Mutual sells life, disability income and long-term care insurance together with investment advice and wealth management to American families and business owners. It is owned by its policyholders rather than shareholders and has paid them dividends for more than 150 consecutive years. Its financial representatives build a full financial plan for each client and then sell the policies, brokerage accounts and managed portfolios that carry it out. The company earns money from insurance premiums, advisory fees and returns on a large bond and mortgage portfolio. It was founded in 1857 in Janesville, Wisconsin, and moved two years later to Milwaukee, where it is based.

Company Size

10,001+

Company Stage

N/A

Total Funding

N/A

Headquarters

Milwaukee, Wisconsin

Founded

1857

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Simplify's Take

What believers are saying

  • The business is earning more: 2025 revenue rose 8.2% to $41.2 billion and operating gain topped $10 billion.
  • It is moving upmarket: Family Office Services, launched September 2026, serves $50 million-plus households with 40+ specialists.
  • Advisor careers are easy to start: it reported a record 3,400+ financial representative recruits in February 2026.

What critics are saying

  • Advisor recruits are not employees: its financial representatives work as independent contractors, a status courts have upheld.
  • Its workplace faces a federal DEI probe: a judge ordered diversity data handed to the EEOC in July 2026.
  • Profits ride on markets: the company credited 2025 record results mainly to extraordinary investment performance.

What makes Northwestern Mutual unique

  • Northwestern Mutual sells more individual life and disability income insurance directly than any US rival.
  • Its balance sheet is rated top-tier: 2026 marks 35 straight years with the highest grades from all four agencies.
  • It doubles as a major brokerage: it has ranked among the top 10 independent broker-dealers for over a decade.

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Benefits

  • Growing your Career
  • Compensation & Time Off
  • Insurance plans
  • Health Savings Account
  • Wellness programs & resources
  • 401(k) plan and cash balance contributions

Company News

PR Newswire
Oct 5th, 2026
83% of Boomers want to age at home as annual care costs set to hit $500K by 2058

More than 80% of Americans aged 57 and older want to receive long-term care at home if needed, but most families haven't planned financially for it, according to Northwestern Mutual's 2026 Planning & Progress Study. The research surveyed 4,375 US adults. Sixty-one per cent of Americans expect to need long-term care eventually, yet 54% haven't prepared financially. The situation affects younger generations too: 67% of Gen Z and 66% of millennials anticipate providing care for loved ones, but 60% haven't planned for associated costs. Current caregivers already feel the strain. Among the 39% providing or having provided care, 69% took financial actions like reducing spending or tapping savings. Some worked longer hours or took on debt. Northwestern Mutual's analysis suggests that if current cost trends continue, annual expenses for eight-hour daily home care could exceed $500,000 by 2058.

PR Newswire
Sep 22nd, 2026
Northwestern Mutual's childhood cancer giving reaches $75M with new hospital support programme

Northwestern Mutual's Foundation has reached $75 million in total donations to advance childhood cancer treatments and cures since 2012. The company announced a new $100,000 investment for Children's Wisconsin MACC Fund Center in Milwaukee, with more hospitals to be named in 2027. The funding will support families facing financial challenges and expand professional development for hospital staff. It also includes the inaugural Northwestern Mutual Childhood Cancer Healthcare Hero Award, presented to nurse Katy Tomlinson. During September's Childhood Cancer Awareness Month, Northwestern Mutual is donating $100 to Alex's Lemonade Stand Foundation for each new financial plan delivered, up to $2 million. The company's partnership with the Milwaukee Brewers has raised over half a million dollars for childhood cancer research. Since 2012, the Foundation has funded more than 860,000 hours of research and supported over 370 students through scholarships.

PR Newswire
Aug 12th, 2026
Northwestern Mutual CEO Tim Gerend ranks 7th in Glassdoor's best CEOs list

Northwestern Mutual's chief executive officer Tim Gerend has been named the seventh highest-rated CEO in America by Glassdoor. The recognition is based entirely on anonymous feedback from employees and financial advisors who rated their approval of how Gerend leads the company. Gerend became chairman, president and CEO in 2025. Under his leadership, Northwestern Mutual recently announced record business performance, including new highs for revenue, surplus position and annual dividends paid to policyowners. The company serves more than five million clients and holds $2.5 trillion worth of life insurance protection in force. It manages more than $450 billion in client assets through its retail investments business, ranking among the top five independent broker-dealers in the US.

PR Newswire
Aug 3rd, 2026
Gen Z and millennials delay life milestones as 72% postpone major goals due to financial pressures

Financial pressures are forcing many young Americans to postpone or abandon major life milestones, according to Northwestern Mutual's 2026 Planning & Progress Study. Nearly three in four Gen Z adults and more than half of Millennials have delayed at least one significant milestone due to financial challenges. The impact is particularly acute for homeownership and family planning. Thirty-one per cent of Gen Z respondents have postponed buying a house, whilst 24% have delayed having children. Among those who have become parents, over 70% spend as much or more on their children monthly as they do on housing. Artificial intelligence is adding to concerns, with 46% of Gen Z and 32% of Millennials pessimistic about its impact on their careers. Despite these challenges, younger generations are responding proactively. Gen Z and Millennials started saving for retirement at ages 22 and 28 respectively, years earlier than previous generations, and seek professional financial guidance at higher rates.

Associated Press
Jul 13th, 2026
60% of Americans say poor money habits are a relationship dealbreaker, gambling tops red flags

Northwestern Mutual's 2026 Planning & Progress Study reveals that 60% of Americans consider poor money habits a dealbreaker in new relationships. Excessive gambling and risk-taking rank as the top financial red flag, followed by hiding purchases and high credit card debt. Among Gen Z couples, 41% report money arguments are seriously straining their relationships. Financial compatibility has emerged as more important than emotional chemistry, physical attraction, or shared interests for maintaining successful long-term relationships. Single Americans seeking partners who earn money expect an average income of $139,000 annually, with women's expectations ($172,000) significantly exceeding men's ($101,000). Nearly three-quarters of Americans believe couples should discuss finances well before marriage or cohabitation, though 19% of married couples delayed these conversations until after major milestones. The survey included 4,375 US adults, conducted online between 5–21 January 2026.