JPMorganChase · 6 hours ago
J.P. Morgan Wealth Management - Senior Associate - Strategic Insights & Enablement
1111 Polaris Pkwy, Columbus, OH, 43240, US
Full-time
Onsite
Mid, Senior LevelJ.P. Morgan Wealth Management is dedicated to delivering exceptional client experiences across investment channels. The Strategic Insights & Enablement Senior Associate will focus on strategic analysis and provide actionable recommendations to enhance the client experience and drive business outcomes.
Asset ManagementBankingFinancial 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
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.
Founded in 2000
10001+ employees
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)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-23
2026-01-22
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