Senior Analyst, Strategic Insights

About the Role

We’re looking for a Senior 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.

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.

Consulting: Lead tactical and mid‑tier primary research from intake to recommendations, partnering with Marketing, Analytics, CX, and Product to clarify decisions and translate insights into action. Identify and frame trends, risks, and opportunities; work independently and/or alongside team leads.

Critical Analysis: Perform analysis using Excel, Qualtrics, and Power BI/Tableau. Synthesize quantitative and qualitative inputs, augment with secondary sources or additional primary studies, and deliver concise, decision‑ready findings.

Project Management: Own end‑to‑end 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: Craft stakeholder‑ready narratives, visuals, and (where applicable) dashboards tailored to stakeholder needs; share insights via reports, presentations, and internal channels that prompt action.

Team Operations & Governance: Maintain project artifacts and shared resources; support initiatives that strengthen governance, team effectiveness, and compliance.

• Bachelor’s degree or equivalent experience (or 4+ years of relevant experience).
• 3+ years of primary research and survey experience, including questionnaire design, field management, data quality controls, and interpretation.
• Hands‑on experience with survey platforms (e.g., Qualtrics) to build, launch, monitor, and quality check 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‑oriented insights.
• Stakeholder‑ready storytelling and presentation skills, including experience presenting to leaders.
• Proficiency in 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 to Voice of the Client (VoC) programs or Customer Experience (CX) tracking studies, and ad hoc pulse surveys
• Strategic synthesis: experience connecting insights to business questions, highlight what matters most and propose clear implications
• Vendor management experience, including working with market research partners to execute impactful research
• Relevant academics: coursework in business, marketing, market research, statistics, data analytics, data science, economics, consumer insights, or applied social sciences

This role is based four days per week at our downtown Minneapolis headquarters (901 3rd Ave S), a contemporary, newly renovated workspace connected to the city’s skyway network. Onsite amenities include a renovated cafeteria and coffee bar, full fitness center, and health services clinic—the kind of amenities you’d expect in a Fortune 500 workplace built for focus, collaboration, and wellbeing.

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19…