Annuity & Insurance, Data Strategy Transformation, Senior Associate

JPMorgan Chase • Newark, DE • 13h ago

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 success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Similar Jobs

Financial Analysis - Card Finance Analytics - Senior Associate

JPMorgan Chase • Wilmington, DE • 13h ago

Finance, Accounting & Banking

Join the Card Finance Analytics team for a dynamic opportunity to support the growth and success of the Card business by maintaining a P&L forecasting framework and performing financial analysis. As a Senior Associat...

13h ago

Go to Apply

Finance Data & Insights Senior Associate

JPMorgan Chase • Wilmington, DE • 1d ago

Finance, Accounting & Banking

Be an essential member of a diverse team of professionals dedicated to making a lasting impact! As a Finance Data & Insights Associate on the Marketing Finance Data & Insights team, you will play a key role in de...

1d ago

Go to Apply

Principal Associate, Commercial Bank Accounting

Capital One • Wilmington, DE • 1d ago

Finance, Accounting & Banking

Principal Associate, Commercial Bank Accounting We are seeking a highly motivated professional to join the Commercial Bank Accounting team as a Principal Associate focusing on accounting, financial analysis and process i...

1d ago

Go to Apply

Finance Data Owner - Senior Associate

JPMorgan Chase • Newark, DE • 2d ago

Finance, Accounting & Banking

Become a key driver of innovation, collaborating across business and technology to shape data strategies that power smarter decisions, operational excellence, and a thriving data-driven culture! Our team is responsible f...

2d ago

Go to Apply

Email Content Development and Performance Lead-Commercial & Investment Bank

JPMorgan Chase • Newark, DE • 2d ago

Finance, Accounting & Banking

The Email CoE is a matrixed organization responsible for the strategy, development, and execution of global email campaigns for the Commercial & Investment Bank (CIB), which includes Global Banking, Markets, Payments...

2d ago

Go to Apply

Distinguished Machine Learning Engineer - Bank Tech

Capital One • Wilmington, DE • 3d ago

Finance, Accounting & Banking

Distinguished Machine Learning Engineer - Bank Tech Overview: As a Capital One Machine Learning Engineer, you'll be providing technical leadership to engineering teams dedicated to productionizing machine learning applic...

3d ago

Go to Apply

Senior Lead Product Manager, Industry and Market Growth, Personal Lending

Wells Fargo • Wilmington, DE • 4d ago

Finance, Accounting & Banking

About this role: Wells Fargo's Consumer Lending businesses empower millions of customers to achieve their dreams every day. Whether it's buying a home, purchasing a car, funding a significant purchase, or making importan...

4d ago

Go to Apply

Financial Center Manager

Fulton Bank • Downingtown, PA • 6d ago

Finance, Accounting & Banking

Financial Center Manager Job Locations US-PA-Downingtown Requisition ID 2025-22625 Location Name Guthriesville County Chester Category Retail/Branch Banking - Pennsylvania Position Type (Portal Searching) Full-Time FLSA...

6d ago

Go to Apply

Marketing Platform Strategy & Transformation Vice President - Business Banking Marketing

JPMorgan Chase • Wilmington, DE • 1w ago

Finance, Accounting & Banking

Chase Business Banking provides a comprehensive suite of banking and financial services tailored to small business owners. Our mission is to be the most recommended financial partner in our communities, supporting busine...

1w ago

Go to Apply

AI Marketing Transformation Vice President - Business Banking Marketing

JPMorgan Chase • Wilmington, DE • 1w ago

Finance, Accounting & Banking

1w ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.