Chase · 9 hours ago
J.P. Morgan Wealth Management - Senior Associate - Strategic Insights & Enablement
1111 Polaris Pkwy, Columbus, OH, 43240, US
Full-time
Onsite
Mid LevelChase is a leading financial services firm dedicated to helping clients achieve their financial goals. The Strategic Insights & Enablement Senior Associate will analyze data to provide actionable recommendations that enhance the client experience within Wealth Management, collaborating with various teams to drive strategic initiatives.
BankingFinancial Services
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
Qualification
Required
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
Preferred
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
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.
Founded in 2000
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
Financial Sector Technology
2026-02-05
2026-02-05
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