J.P. Morgan Wealth Management Senior Associate Strategic Insights & Enablement
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Job Location:
Columbus, NE - USA
Monthly Salary:
Not Disclosed
Posted on:
16 hours ago
Vacancies:
1 Vacancy
Job Summary
About Us
At J.P. Morgan Wealth Management our organization is dedicated to delivering exceptional end-to-end experiences for our clients across both managed and self-directed investment channels. We believe that putting clients at the center of everything we do drives better outcomes for them and for our business. Our team partners across the organization to design and deliver innovative omnichannel solutions that deepen client relationships and reduce attrition.
As part of the Wealth Management Product Strategy group the Client Experience (CX) Success Team focuses on identifying and solving high-impact client challenges. We fuel our teams with actionable insights foster a client-centric culture and orchestrate collaboration across the business to ensure were always improving the client journey.
About the Role
Were seeking a Strategic Insights & Enablement Senior Associate who is passionate about strategic analysis and eager to make a tangible this highly visible role youll quickly get up to speed on business context ask the right questions and use both qualitative and quantitative data to generate actionable recommendations that shape our client experience strategy.
Youll have the opportunity to work on a broad Wealth Management agenda influence business priorities and collaborate with partners across research product and design. If you thrive in a fast-paced environment enjoy solving complex problems and want to help drive the future of Wealth Management we want to hear from you.
Why Join Us
- Make a direct impact on the client experience and business outcomes at one of the worlds leading financial institutions.
- Collaborate with a diverse innovative team that values your perspective and expertise.
- Gain exposure to strategic projects senior leadership and opportunities for professional growth.
- Be part of a culture that champions client-centricity innovation and continuous learning.
What Youll Do
- Rapidly understand business objectives and context proactively asking insightful questions to clarify needs and uncover opportunities.
- Analyze and synthesize qualitative and quantitative data as well as market information to provide strategic actionable recommendations.
- Develop audit and refine CX methodologies listening posts and dashboards to surface meaningful insights and drive action.
- Present findings and recommendations in clear compelling ways to diverse audiences including senior leaders.
- Lead and manage multiple projects independently collaborating across teams to deliver results.
- Foster a client-centric culture by championing data-driven decision-making and continuous improvement.
- Ensure compliance with regulatory requirements and maintain robust controls for client feedback processes.
- Support the identification and tracking of critical CX Objectives & Key Results (OKRs) and Key Performance Indicators (KPIs) to monitor and drive business outcomes.
Required qualifications Skills and capabilities:
- Experience with business-oriented research methodologies (qualitative and quantitative) and applied insights.
- Strong analytical skills with the ability to translate complex data into clear actionable insights.
- Excellent communication and relationship-building skills; able to engage and influence stakeholders at all levels.
- Proactive adaptable and curiousalways seeking to understand the why behind the data and drive continuous improvement.
- Advanced proficiency in Excel and PowerPoint
- Ability to manage multiple priorities work independently and deliver high-quality results in a fast-paced environment.
Preferred qualifications skills and capabilities:
- Experience with Tableau Alteryx and/or SQL
- Familiarity or exposure to working or managing JIRA Confluence SharePoint
- Familiarity with the Wealth Management business especially within JPMorgan Chase a plus
Required Experience:
Senior IC
Key Skills
- Portfolio Management
- Wealth Management
- Financial Services
- Hybris
- Microsoft Word
- Banking
- Cash Management
- Data Management
- Microsoft Powerpoint
- Securities Law
- Microsoft Excel
- Internet Of Things
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
