Lead Business Analyst - Wealth & Investment Management

Lead Business Analyst - Wealth & Investment Management

03 Nov 2023
Wisconsin, Milwaukee, 53201 Milwaukee USA

Lead Business Analyst - Wealth & Investment Management

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

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.

We're strong and growing. 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. We're strong, innovative and growing.

We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business.

We care. We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they're passionate about.

What you will do:

Dig deep into Advisory/Brokerage area and help define the details of how to drive business results for any given effort. Work on a cross-functional team of project and product managers, engineers, designers and subject matter experts in and to deliver on outcomes. In addition, there may be the opportunity to lead junior Business Analyst talent formally or informally in day-to-day work.

How you will do it:

  • Business Expertise: Demonstrate deep knowledge of entire end-to-end business processes across multiple business areas / domains. Participate in business strategy and facilitate requirements gathering for large / multiple efforts. Be the go-to person for a business area or domain while consulting with P3 or below.
  • Current State, Future State and Gap Analysis: Demonstrate ability to independently assess and document current state across multiple processes, business areas, and domains, while helping business leaders document new processes. Ability to think strategically and put together "target state" solutions.
  • Gather Requirements: Drive higher complexity requirements and solutioning and may need to lead requirements gathering across multiple business areas / enterprise.
  • Author User Stories and/or Features: Author complex user stories and/or features independently while reviewing P3 and below user stories.
  • Test Plan Review: Ensure appropriate test planning in Large/Complex efforts while providing test plan review sign-off at other level.
  • Leadership: May be responsible for leading a team of several Business Analysts. Provide consulting or deep business/domain knowledge to P3 or lower. Work across the enterprise to provide business direction and guidance for solutioning in large epics.
  • Project Management: Exhibit proven success and ability to use advanced project management skills to complete and advance work.

Bring Your Best! What this role needs:
  • Bachelor's or Master's degree.
  • 6 - 8 Years Prior Experience in a Business Analyst/Business Architect position with demonstrated success.
  • Proven collaboration skills allowing them to influence without authority with all levels in the organization.
  • Domain expertise via previous internships or similar roles in the past Certifications demonstrating mastery of role specific competencies.
  • Deep familiarity of agile & scrum development environments.
  • Ability to solve unique problems with broad impact on the business; requires conceptual and innovative thinking to develop solutions.
  • Ability to communicate difficult concepts and negotiate with others to adopt a different point of view.


Great pay package, 401K, Company sponsored retirement plan, educational assistance, performance-based incentive pay, medical, dental and vision insurance, parental leave, caregiver time off.and more


Grow your career with a best-in-class company that puts our client's interests at the center of all we do. Get started now!

W e are an equal opportunity/affirmative action employer and 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.

If you work or would be working in Colorado or outside of a Corporate location, please click here for information pertaining to compensation and benefits.

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