Chase · 14 hours ago
Annuity & Insurance, Data Strategy Transformation, Senior Associate
500 Stanton Christiana Rd, Newark, DE, 19713, US
Full-time
Onsite
Mid, Senior Level
5+ years expChase is a leading financial institution offering innovative financial solutions. The role involves modernizing and integrating data across applications to enhance the advisor and client experience, focusing on designing solutions for annuity and insurance data and establishing data quality frameworks.
BankingFinancial Services
Responsibilities
Advance data strategy for annuity and insurance products in collaboration with business, operations, and technology teams
Consolidate and interpret complex data sets to deliver actionable insights for stakeholders
Develop dashboards (Tableau, Alteryx, etc.) to provide transparency on sales, records, and operations
Identify and implement AI solutions to optimize data processes
Partner with Product and Data Owners to manage and prioritize data initiatives
Lead project delivery, including timeline management, milestone execution, and stakeholder engagement
Align data solutions with both immediate and long-term business objectives
Qualification
Required
Bachelor's degree: 5-7 years' experience in data or product roles (MBA/Post-Graduate preferred)
Proficiency in Tableau; experience with Alteryx or similar tools is a plus
Project/product management experience in financial services; annuities/insurance experience preferred
Strong initiative, organizational skills, and ability to manage projects independently
Experience working with diverse stakeholders in complex organizations
Preferred
MBA/Post-Graduate preferred
Experience with Alteryx or similar tools is a plus
Annuities/insurance experience preferred
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
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