Annuity & Insurance, Data Strategy Transformation, Senior Associate

Data Strategy Associate - Annuities & Insurance

Join our Annuity and Insurance Data Strategy Transformation team to modernize and integrate data across applications, enhancing the advisor and client experience.

As an Associate, you will design solutions for annuity and insurance data, establish data quality frameworks, and support data initiatives across U.S.

Wealth Management, U.S.

Private Bank, and International Private Bank.

Key Responsibilities


* Advance data strategy for annuity and insurance products in collaboration with business, operations, and technology teams.


* Consolidate and interpret complex data sets to deliver actionable insights for stakeholders.


* Develop dashboards (Tableau, Alteryx, etc.) to provide transparency on sales, records, and operations.


* Identify and implement AI solutions to optimize data processes.


* Partner with Product and Data Owners to manage and prioritize data initiatives.


* Lead project delivery, including timeline management, milestone execution, and stakeholder engagement.


* Align data solutions with both immediate and long-term business objectives.

Qualifications


* Bachelor's degree: 5-7 years' experience in data or product roles (MBA/Post-Graduate preferred).


* Proficiency in Tableau; experience with Alteryx or similar tools is a plus.


* Project/product management experience in financial services; annuities/insurance experience preferred.


* Strong initiative, organizational skills, and ability to manage projects independently.


* Experience working with diverse stakeholders in complex organizations.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Morgan and Chase brands.

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.

Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.

We also offer a range of benefits and programs to meet employee needs, based on eligibility.

These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our succe...