Senior Research Analyst, Strategic Insights
Role details
Job location
Tech stack
Job description
We're looking for a Senior Research Analyst to join our centralized Strategic Insights team and lead end-to-end primary research that informs enterprise priorities and helps leaders make better decisions. This role is ideal for someone who loves turning ambiguity into clear research plans, designing strong surveys, synthesizing quantitative and qualitative inputs, and communicating insights in a way that drives action across marketing, analytics, and business stakeholders.
About the Team: The Strategic Insight team conducts research across the enterprise, from Advice & Wealth Management to Insurance & Annuities. With 70+ years of combined experience in research, the Strategic Insight team is focused on crafting the right projects to inform key strategic initiatives globally.
Key Responsibilities
Consulting:Lead tactical and midtier primary research from intake to recommendations, partnering with Marketing, Analytics, CX, and Product to clarify decisions and translate insights into action.Identifyand frame trends, risks, and opportunities; work independently and/or alongside teamleads.
Critical Analysis:Perform analysis using Excel, Qualtrics, and Power BI/Tableau. Synthesize quantitative and qualitative inputs, augment with secondary sources oradditionalprimary studies, and deliver concise, decisionready findings.
Project Management:Own endtoend execution for assigned research (scope, design, field, QA, analysis, readout), managing timelines and dependencies. Proactively surface and mitigate risks to keep work on track and stakeholders aligned.
Data Storytelling & Communications:Craftstakeholderready narratives, visuals, and (where applicable) dashboards tailored to stakeholder needs; share insights via reports, presentations, and internal channels that prompt action.
Team Operations & Governance:Maintainproject artifacts and shared resources; support initiatives that strengthen governance, team effectiveness, and compliance.
Requirements
- Bachelor's degree or equivalent experience (or 4+ years of relevant experience).
- 3+ years of primary researchand surveyexperience, including questionnaire design, field management, data quality controls, and interpretation.
- Hands-onexperience with survey platforms (e.g., Qualtrics) to build, launch, monitor, and qualitycheck studies.
- Strong project management skills with the ability to coordinate cross-functional inputs and meet deadlines and manage end-to-end research projects.
- Proven synthesis and communication skills-translate quantitative and qualitative data into clear,action-orientedinsights.
- Stakeholder-ready storytelling and presentation skills, including experience presenting toleaders.
- Proficiencyin Microsoft PowerPoint and Excel, * Analytics & visualization tools (Power BI or Tableau); comfortable partnering with analytics teams
- Regulated industry exposure (finance, insurance, healthcare) or familiarity with compliance and privacy considerations
- Customer feedback ecosystems:Exposure toVoice of the Client (VoC)programsor Customer Experience (CX)tracking studies, and ad hoc pulse surveys
- Strategic synthesis:experienceconnectinginsights to business questions, highlight what matters most and propose clear implications
- Vendor management experience, includingworking with market research partners to execute impactful research
- Relevant academics:coursework inbusiness, marketing, market research, statistics, data analytics, data science, economics, consumer insights, or applied social sciences
Benefits & conditions
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
Base Pay Salary
The estimated base salary for this role is $76,300 - $104,900 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.