About this role
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.
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
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Other facts
About JPMorgan Chase & Co.
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.
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JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
What you'll do
- The Associate will advance data strategy for annuity and insurance products, collaborating with various teams to consolidate and interpret complex data sets. They will also develop dashboards and identify AI solutions to optimize data processes.
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