Strategic Insights & Enablement Lead, Client Experience

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

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.