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Exchange Specialist: Funds & Compliance
Job in
Franklin, Milwaukee County, Wisconsin, 53132, USA
Listed on 2026-07-25
Listing for:
Northwestern Mutual
Full Time
position Listed on 2026-07-25
Job specializations:
-
Business
Regulatory Compliance Specialist
Job Description & How to Apply Below
Northwestern Mutual is seeking a detail‑oriented associate to analyze and process 1035 exchange life insurance applications. You will determine funds allocation, review requirements, and ensure compliance with tax guidelines while coordinating with outside partners.
The role emphasizes strong communication, multi‑tasking, and a commitment to continuous improvement in a hybrid work setting.
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