Full-Time
Senior Manager
Enterprise Insights
Updated on 8/19/2026
Northwestern Mutual
10,001+ employees
Mutual insurance and financial planning
Compensation Overview
$89.4k - $154.2k/yr
Company Historically Provides H1B Sponsorship
Milwaukee, WI, USA + 1 more
More locations: New York, NY, USA
Hybrid
The posting includes both remote and hybrid work-mode markers; exact on-site scheduling is not specified.
Bachelor's, Master's, MBA
 Business & Strategy (1) |
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- Minimum of 5 years' experience in research and data analysis, including application of statistical research techniques and a demonstrated focus on client or customer experience measurement.
- Proven experience managing Net Promoter Score programs, Trigger Based Tracking, and/or Voice of the Customer platforms.
- Experience supporting or building client experience dashboards and conducting client experience benchmarking.
- Demonstrated ability to manage projects using JIRA or similar project management tools, with strong organizational skills and attention to timeline and stakeholder communication.
- Experience collaborating with enterprise-level experience, customer success, or client experience teams to drive aligned and coordinated client experience improvements.
- Seasoned expertise in advanced features of programs that may include Excel, Access, SQL, SAS, SPSS, Tableau, and business intelligence tools.
- Strong technical market research skills, including quantitative, qualitative, primary, and secondary methodologies.
- A degree in business, marketing, social sciences, statistics, or a related field.
- Strong business acumen and the ability to translate data into client-centered actions.
- Must have, or acquire soon after joining, intimate knowledge of the company's field, markets, clients, and products.
- Ability to be strategic and tactical, with strong analytical, problem-solving, and conceptual skills.
- Ability to unite key colleagues and cross-functional partners by gaining trust through demonstrated business expertise.
- Professional courage in research design, analysis, and interpretation to deliver credible, unbiased work products.
- Act in the best interests of clients and the company.
- Lead the client learning agenda in close collaboration with marketing, product, and digital teams to develop communications and strategies grounded in client understanding and superior client experience.
- Serve as the go-to source for client ad hoc analysis and research for the Client Insights team, advocate for the client in internal meetings, and drive client insight-led actions across the enterprise.
- Deliver reports, insights, and implications to assigned business partners to inform decisions that improve client experience and drive client satisfaction.
- Own and manage the Net Promoter Score program, including survey design, results analysis, trend monitoring, and communication of actionable findings to business stakeholders.
- Design, implement, and maintain Trigger Based Tracking programs that capture client sentiment and feedback at key moments throughout the client lifecycle.
- Support the development, maintenance, and continuous enhancement of client experience dashboards providing visibility into satisfaction metrics, Net Promoter Score trends, and experience performance indicators across business lines.
- Lead client experience benchmarking initiatives by identifying relevant industry and competitive benchmarks to contextualize internal performance and surface differentiation opportunities.
- Partner with the Enterprise Experience team to align client insight priorities, share findings, and ensure research efforts support enterprise-wide client experience strategies and initiatives.
- Manage research and insight projects using JIRA, maintaining project tracking, timelines, and progress reporting across cross-functional stakeholders.
- Perform data analysis and interpretation using frequency distributions, descriptive statistics, t-tests, cross-tabs, correlations, and text analytics.
- Determine requisite data elements and work with technical resources to design integrated internal and syndicated datasets supporting client experience and satisfaction measurement.
- Identify opportunities to enhance analytical capabilities by evaluating current processes, new trends, and emerging research approaches focused on client experience methodologies.
- Share relevant client insights with internal teams to foster client-centricity.
- Interpret and synthesize multi-source data, including Net Promoter Score, trigger-based, and behavioral data, into insights that lead to actionable strategies and plans improving client satisfaction and loyalty.
- Business-to-consumer category experience is strongly preferred.
- Experience with advanced analytic techniques, including regression, factor analysis, and cluster analysis, is highly preferred.
- Experience including budget management and vendor management.
- Financial services experience is not required but may be useful. An MBA or Master's degree is strongly preferred.
Northwestern Mutual provides financial planning, insurance, and investment services as a mutual company owned by policyholders. It offers life, disability, and long-term care insurance plus investment products and wealth management, with financial advisors crafting personalized plans for retirement, estate, and wealth goals. The company differentiates itself through policyholder ownership that aligns interests with clients and a focus on long-term advisory relationships beyond insurance. Its goal is to help clients achieve financial security and growth through a long-term financial partnership.
Company Size
10,001+
Company Stage
N/A
Total Funding
N/A
Headquarters
Milwaukee, Wisconsin
Founded
1856
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Simplify's Take
What believers are saying
- 2025 revenue exceeded $40 billion, with operating gain above $10 billion.
- Total surplus topped $42 billion in February 2026, funding growth and dividends.
- April 2026 housing and May 2026 scholarships deepen Milwaukee goodwill and recruiting appeal.
What critics are saying
- Winthrop tracked 16 advisor departures by May 1, 2026, including $1.6B teams.
- Illinois GIPA class action challenges family-medical-history underwriting practices, threatening life sales.
- Rising advisor defections to LPL and Raymond James erode distribution and brand trust.
What makes Northwestern Mutual unique
- 2026 dividends hit $9.2 billion, reinforcing the mutual policyholder ownership model.
- Northwestern Mutual keeps 8,000+ advisors and 11,500 team members nationwide.
- AAA ratings from all four major agencies still support its underwriting advantage.
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Company News
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.
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.
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.
Sixty percent of Americans consider poor money habits a dealbreaker in new relationships, with excessive gambling and risk-taking ranking as the top financial red flag, according to Northwestern Mutual's 2026 Planning & Progress Study. Financial stress particularly affects younger couples, with 41% of Gen Z pairs reporting money arguments strain their relationships. Among single Americans who value partner income, ideal earnings average $139,000 annually, though expectations differ sharply by gender: women prefer partners earning $172,000 whilst men seek $101,000. Couples in serious relationships prioritise financial compatibility over emotional chemistry, physical attraction, and shared interests. Nearly three-quarters of Americans believe financial discussions should occur well before marriage or cohabitation, though 19% of married couples delayed these conversations until after major milestones. The study surveyed 4,375 US adults aged 18 and older between January 5 and January 21, 2026.
More than half of millennials (53%) are not fully financially independent from their parents, according to Northwestern Mutual's 2025 Consumer Sentiment Survey. Americans now expect to achieve financial independence at age 37 on average. Record housing costs, student loan debt and gaps in financial preparedness are the primary obstacles. Among millennials, 43% lack a retirement account, 66% don't have an emergency fund, and 31% lack savings accounts altogether. Meanwhile, 74% of parents are considering or planning to provide financial support to help their children move out. The survey, conducted by The Harris Poll between 5 and 21 January 2026, included 4,375 US adults aged 18 or older. Northwestern Mutual's chief strategy officer called the findings "a massive wake-up call for America".