Enterprise Insights Specialist – Field Research and Operations

Northwestern Mutual; Milwaukee (WI); On-site; USD 70,000 - 121,000; Full time

Job summary

Northwestern Mutual seeks an Enterprise Insights Specialist – Field Research in Milwaukee, WI to coordinate field research initiatives and translate insights into actionable business recommendations. You will partner across stakeholders to plan, execute, and implement research projects with a focus on efficiency and impact.

Ideal candidates have 2–3 years in consumer insights and strong knowledge of Qualtrics, PowerBI, and research methodologies.

Qualifications

• Minimum 2–3 years in consumer insights, research & project management.
• Experience in B2C and B2B research preferred.
• Proficient with Qualtrics and PowerBI.
• Experience with concept testing, communications evaluation, and syndicated data collection.
• Strong MS Office skills and ability to track projects.
• Proven quantitative and qualitative research skills.
• Familiarity with NM field, markets, clients, and products preferred.

Responsibilities

• Coordinate field research projects from intake to delivery.
• Track timelines, deliverables, and stakeholder communications.
• Maintain and enhance research repositories and knowledge systems.
• Use AI and technology to improve insight discoverability and efficiency.
• Collaborate with cross-functional teams for planning and execution.
• Maintain field research panels and ensure data quality.
• Identify and implement process improvements to streamline workflows.

Skills

Field research

Project management

Qualtrics

PowerBI

MS Office

Quantitative & Qualitative

Business or Marketing degree

Knowledge management

Financial services knowledge

Education

Bachelor’s degree in business/marketing/social sciences/statistics

Tools

Qualtrics

PowerBI

Jira

Job description

About The Job

THIS ROLE WILL BE BASED IN MILWAUKEE, WI. As an Enterprise Insights Specialist – Field Research, you will help transform field insights into actionable intelligence that drives profitable growth and strategic decision-making. This role combines research operations, project management, knowledge management, and cross-functional collaboration to ensure insights are accessible, actionable, and effectively leveraged across the organization. You will support a portfolio of field research initiatives, partnering closely with stakeholders across the business to aid in executing custom and community research, maintaining research operations, and help to ensure projects are delivered efficiently and effectively. This is an excellent opportunity for a highly organized, self-motivated professional who enjoys bringing structure to complex initiatives while helping teams make smarter insight-led decisions. In this role you will leverage various tools and platforms including AI to enhance insight discoverability, preventing redundant work and driving efficiencies across the Field team. You will work closely with the research library specialist and manage any other organizational knowledge sources ensuring teams can easily find, connect, and apply existing insights to business challenges. In addition, you will collaborate across functions to maintain and enhance our field panel, improve operational processes, and identify opportunities to increase efficiency and effectiveness across the Field and Enterprise Insights team. You will help the team work with data and tracking through our PowerBI, Qualtrics, and Jira platforms.

What You'll Do

• Help track and coordinate field research projects from intake through delivery.
• Track research initiatives, timelines, deliverables, and stakeholder communications.
• Maintain and enhance research repositories, knowledge management systems, and insight-sharing processes.
• Leverage AI and other technology solutions to improve insight discoverability and operational efficiency.
• Partner with cross-functional stakeholders to support research planning, execution, and implementation.
• Maintain field research panels, ensuring quality and accuracy.
• Identify and implement process improvements that streamline workflows and enhance team effectiveness.
• Help connect research findings across studies to create a broader understanding of field needs, behaviors, and opportunities.

Skills You Have

• Minimum of 2-3 years' experience/knowledge desired in consumer insights, research & project management.
• Direct to consumer (B2C) and direct to advisors (B2B) category experience preferred.
• Working knowledge of Qualtrics and PowerBI.
• Exposure and experience to custom research methodologies such as concept testing, communications evaluation and syndicated data collection/research.
• Expertise using MS Office tools such as Excel, Word and syndicated tools for project tracking.
• Strong technical market research skills that include; quantitative, qualitative, primary, and secondary.
• Degree in business, marketing, social sciences, statistics or related field.
• Strong organizational and knowledge management skills 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.
• Acts in the best interest of the field / consumer / clients and the company.

Compensation Range

Pay Range - Start: $70,320.00
Pay Range - End: $105,480.00
Geographic Specific Pay Structure: Structure 110: $77,360.00 USD - $116,040.00 USD
Structure 115: $80,880.00 USD - $121,320.00 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.

Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds.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 an equal opportunity employer that welcomes talented individuals of all backgrounds.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.