J.P. Morgan Wealth Management - Senior Associate - Strategic Insights & Enablement

Testing Site - JPMC; Columbus (OH); On-site; USD 85,000 - 120,000; Full time

Job summary

J.P. Morgan Wealth Management is seeking a Strategic Insights & Enablement Senior Associate to rapidly translate qualitative and quantitative insights into actionable client experience strategies.

You will partner with research, product, and design teams to shape our client journey and drive outcomes in a fast-paced environment. The role offers exposure to senior leadership, cross-functional collaboration, and opportunities to impact strategic priorities within Wealth Management.

Qualifications

• Experience with mixed-methods research (qualitative and quantitative) to generate insights.
• Strong ability to translate data into clear, actionable recommendations.
• Excellent communication and stakeholder engagement across levels.
• Proactive, adaptable, and curious—driving continuous improvement.
• Advanced proficiency in Excel and PowerPoint.

Responsibilities

• Rapidly understand business objectives and context, asking insightful questions to clarify needs.
• Analyze qualitative and quantitative data to provide strategic, actionable recommendations.
• Develop, audit, and refine CX methodologies, dashboards, and listening posts to surface insights.
• Present findings to senior leaders in clear, compelling formats.
• Lead and manage multiple projects independently across teams to deliver results.
• Foster a client-centric culture and data-driven decision making.
• Ensure compliance with regulatory requirements and robust controls for feedback processes.
• Identify and track CX OKRs and KPIs to monitor business outcomes.

Skills

Qualitative research

Quantitative analysis

Stakeholder management

Data-driven decision making

Excel

PowerPoint

Communication

Tools

Tableau

Alteryx

SQL

JIRA

Confluence

Job description

About Us

At J.P. Morgan Wealth Management, our organization is dedicated to delivering exceptional, end-to-end experiences for our clients across both managed and self-directed investment channels. We believe that putting clients at the center of everything we do drives better outcomes for them and for our business. Our team partners across the organization to design and deliver innovative, omnichannel solutions that deepen client relationships and reduce attrition.

As part of the Wealth Management Product Strategy group, the Client Experience (CX) Success Team focuses on identifying and solving high-impact client challenges. We fuel our teams with actionable insights, foster a client-centric culture, and orchestrate collaboration across the business to ensure we’re always improving the client journey.

About the Role

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.

Why Join Us?

• Make a direct impact on the client experience and business outcomes at one of the world’s leading financial institutions.
• Collaborate with a diverse, innovative team that values your perspective and expertise.
• Gain exposure to strategic projects, senior leadership, and opportunities for professional growth.
• Be part of a culture that champions client-centricity, innovation, and continuous learning.

What You’ll Do

• 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.

Required qualifications, Skills, and capabilities:

• 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 qualifications, skills, and capabilities:

• 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