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Northwestern Mutual
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Part of a team of legal professionals designing comprehensive estate and business plans for high-net-worth clients. Provides in-depth consultation, analyzes legal documents, develops customized plans, and collaborates with wealth management advisors.
Part of a team of financial, legal, and tax professionals designing and implementing plans for high net-worth clients. Provides in-depth case consultations, synthesizes financial data, and delivers customized plans. Takes on leadership role to mentor analysts and improve processes. Requires financial planning acumen, strong communication skills, and industry knowledge.
Responsible for conducting data analysis for operational resource and capacity planning using advanced statistical methods. Develop long-term forecasts, staff models, and provide insights to business leaders. Recommend KPIs and metrics for workforce planning. Participate in cross-functional projects and process improvement initiatives.