Senior Manager of Enterprise Insights - Field Research

Northwestern Mutual•New York, NY

1d•Hybrid

About The Position

As the Senior Manager of Enterprise Insights - Field Research, you will bring financial advisor understanding and strategic foresight to life to inspire profitable growth. You will drive the learning agenda across cross-functional teams, developing forward-looking strategies grounded in field realities and emerging trends. This is your opportunity to help build a new, centralized enterprise insight capability. You will advocate for financial advisors, anticipating their needs while bridging these findings with consumer realities. Beyond driving field research, you will act as a compelling team leader with natural servant leadership abilities, passionate about mentoring and shaping our analytical talent. You will design impactful reporting frameworks by synthesizing custom field research, advisor sentiment, and client NPS where applicable. As a master storyteller, you will help weave disparate field, consumer, and client data into meaningful insights that bring extreme clarity to the organization and empower stakeholders to take insight-led action. By helping to integrate insights across the advisor, client, and consumer journeys, you will unify field experience assessment scores and holistic feedback into a cohesive lifecycle view. This approach allows you to proactively prescribe targeted solutions that elevate the advisor experience and drive enterprise success. Finally, you will support our steady enterprise approach to AI adoption, leveraging AI-driven tools to enhance field research capabilities and keep the team at the cutting edge of data synthesis.

Requirements

Minimum of 5 years' experience/knowledge desired in research and data analysis, application of statistical research techniques.
B2C category experience strongly preferred.
Seasoned expert in advanced features of a variety of programs which may include Excel, Access, SQL, SAS, SPSS, Tableau and Business Intelligence tools.
Experience and knowledge of the following advanced analytic techniques (Regression, Factor analysis, Cluster analysis highly preferred).
Experience should include budget management, and vendor management.
Strong technical market research skills that include; quantitative, qualitative, primary, and secondary.
Degree in business, marketing, social sciences, statistics or related field. Ideally from top-tier school.
Strong business acumen.
Financial Services Experience Not Required; but must have, or acquire soon after, intimate knowledge of NM field, markets, clients and products.
Able to be both strategic and tactical, with strong analytical, problem solving and conceptual skills.
Ability to unite key colleagues and cross-functional partners by gaining trust through demonstrating business expertise.
Consistently displays professional courage to research design, analysis and interpretation to deliver credible work product free of bias.
Acts in the best interest of consumer / clients and the company.
Embraces new research tools and AI capabilities as they become available and approved.
MBA or Master's Degree strongly preferred

Nice To Haves

Adaptive Communication: 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.
Cross Functional Partnering & Planning: Facilitates collaboration, communication, coordination, and planning with individuals and teams from different functions within the organization, and who have different areas of expertise, to achieve common goals.
Problem Management: Classifies, prioritizes and initiates action, and documents root causes of problems and implements remedies. Manages the lifecycle of all problems. Prevents incidents from happening and minimizes the impact of incidents that cannot be prevented.
Research Communication: Synthesizes and communicates research findings and insights in compelling ways to stakeholders to influence potential design and decision making. Translates data into compelling narratives to demonstrate business insights and opportunities and influence business decisions.
Research Design: Leverages methods such as surveys, contextual inquiries, card sorting, and focus group to identify problems/risks and devises plans to address concerns raised via research.

Responsibilities

Lead the Field learning agenda working closely with Field, Journey, Marketing, Product and Digital teams to develop products, communications and strategies that are grounded in deep financial advisor understanding.
As part of the Enterprise Insights team, be the go-to source for ad-hoc analysis and actionable research.
Be an advocate for the field, client and consumer in internal meetings and a driver of insight-led actions across the enterprise.
Deliver reports, insights and implications to assigned business partners to inform decisions that improve the field / consumer / client experience.
Perform data analysis and interpretation, using basic statistical techniques (Frequency distributions, Descriptive statistics, T-tests; Cross-tabs, Correlations, Text analytics) to reveal new findings and insights to marketing and other business partners.
Determine requisite data elements and work with technical resources to design integrated internal and syndicated datasets to provide required analysis.
Identify opportunities to enhance the team's analytical capabilities by evaluating current processes, new trends, working with business partners, and taking initiative to apply new and improved research best practices.
Proactively share relevant information and insights with the internal teams.
Interpret and synthesize multi-source data into insights that lead to actionable strategies and plans for the brand.

Benefits

Grow your career with a best-in-class company that puts our clients' interests at the center of all we do.
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.