JPMorganChase · 12 hours ago
Annuity & Insurance, Data Strategy Transformation, Senior Associate
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers and businesses. The role involves modernizing and integrating data across applications for annuity and insurance products, focusing on enhancing the advisor and client experience through data strategy and quality frameworks.
Asset ManagementBankingFinancial 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
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
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2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Recent News
2026-01-22
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2026-01-19
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