Client Insights Analyst

Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus : serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. Job Overview Position Schedule : Full-Time What you'll do

• Provide critical operational, logistical and project management support on insights efforts - things like sampling, branch communications, sourcing and recruiting research participants, programming branch surveys and managing research participant agreements.
• Lead research projects with stakeholders across the firm utilizing best practices to ensure research participants and our stakeholders have good experiences and outcomes.
• Collaborate with Sr Leaders across the firm on an enterprise sample governance initiative
• Manage day-to-day usage of insights tools (survey tool, insights communities and any new tools that may be introduced), along with the development and enforcement of best practices for using assigned tools
• Manage insights vendor relationships (both primary and secondary research providers), ensuring completion of due diligence process, adherence to master services agreements and project documentation creation / execution
• Develop and dashboard research metrics to track and report, in order to drive continuous improvement and effectiveness of research efforts and provide proactive information to key stakeholders
• Build and maintain insights repositories and infrastructure to help efficiently facilitate knowledge sharing across internal stakeholders
• Drive creation, adoption, enforcement and improvement of research processes to help enable insights development Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts : health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page . Hiring Minimum : $84100 Hiring Maximum : $143100 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at : dcba.lacounty.gov / wp-content / uploads / 2024 / 08 / FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview Skills / Requirements Qualifications Required in the Job : Bachelor's degree in Marketing Research or related study. Masters' of Marketing Research (MMR) Preferred Minimum Years of Experience Required 5 years experience in strategic market research or business analysis; or 3 years of market research or business analysis in the financial services industry.
• Detailed understanding of both qualitative and quantitative marketing research methodologies and sampling designs; desire to deepen understanding of current and emerging techniques
• Strong and demonstrated critical thinking, strategic thinking, process improvement, relationship building and problem-solving abilities
• Strong writing and communication
• Proficient with statistical techniques and analytical software such as SPSS, Excel and other statistical software used to analyze data and calculate statistical difference and confidence intervals
• High level of understanding of data processing including data cleansing, coding, and tabulation
• Able to synthesize information from multiple sources to develop conclusions and recommendations
• Able to create dashboards in Tableau or work lead dashboard creation
• High-level knowledge of the financial services' industry's key competitors and their brand positions
• Record of cross-functional project management, with the ability to work collaboratively
• Proficiency in Microsoft Office applications, especially Excel; experience with survey software, BI software, or SPSS a plus Read More About Skills / Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades : Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades : Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose : We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. LI-HO

Salary : $143,100