About The Position

We’re seeking a Strategic Insights & Enablement Senior Associate who is passionate about strategic analysis and eager to make a tangible impact. In this highly visible role, you’ll 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. You’ll 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.

Requirements

  • 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 curious—always 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.

Nice To Haves

  • 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

Responsibilities

  • 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.

Benefits

  • comprehensive health care coverage
  • on-site health and wellness centers
  • a retirement savings plan
  • backup childcare
  • tuition reimbursement
  • mental health support
  • financial coaching
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