Sr Insights Analyst, Branch Experience Measurement
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work. A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
The Branch Development division at Edward Jones hires, trains, supports and develops the branch team to deliver the ideal client experience. As the key connection between branches and the home office, you’ll play a vital role in driving positive results in the core profit center of the firm and in gaining critical insights that shape our business. Here, you’ll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches. The Branch Experience Measures (or BXM) Senior Analyst is responsible for developing and executing an ongoing experience measurement strategy that enables us to monitor and improve the experiences of our branch teams. It should generate actionable insights to help inform firm decision making and enable branches to better serve clients. In partnership with Research Strategists, this role will support large, cross-functional projects supporting strategic business objectives. RESPONSIBILITY SUMMARY :
Provide strategic direction and consult with internal stakeholders and partners to identify and define insights needs for understanding the branch experience.
Identify, execute, and iteratively improve methods for measuring the branch experience.
Design, lead and execute strategic branch insights projects that generate actionable insights to help us better understand and measure the experience of our branch teams. This role will support large, cross-divisional projects by delivering insights to inform strategic business decisions.
Ongoing monitoring of developments within the overall financial services environment to identify strategic opportunities to pursue.
Communicate insights to business partners and influence them to take action by providing thought leadership on how insights inform our understanding of branch experience and impact their business objectives.
Evaluate project and program execution, including establishing and tracking metrics and assessing progress and outcomes.
Identify, guide, and partner with internal teams and external vendors to design and execute branch experience strategy or insights projects, as needed.
Understand, analyze, recommend, and execute various research methodologies to address firm wide business issues.
Analyze, synthesize, curate, and interpret qualitative, quantitative, and behavioral data and critically assess how it informs understanding of business areas and the overall branch experience.
Stay current on new developments in research techniques.
Apply knowledge of human behavior to data analysis.
Design, execute, and consult on experiments and pilots.
Masters degree in Industrial Organizational Psychology, Organizational Behavior, Masters of Marketing Research (MMR), or related field.
8+ years of research experience or 5+ years leadership and research experience
Proficient with statistical techniques such as text analysis, descriptive statistics, and inferential modeling as well as analytical software such as R (or similar software) used to manage, model, and analyze data.
Detailed understanding of both qualitative and quantitative research methodologies and sampling designs; desire to deepen understanding of current and emerging techniques.
Strong writing and communication skills including demonstrated ability to present complex topics to senior and executive management.
Strong and demonstrated critical thinking, strategic thinking, process improvement, relationship-building, and problem-solving abilities.
High level of understanding of data processing, management, and manipulation.
Able to synthesize information from multiple sources to develop conclusions and recommendations.
Knowledge of human behavior such as principles of motivation, attitudes, and emotions.
Knowledge of relevant academic and syndicated research.
FORTUNE 2020 – Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For® list.
Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
2020 Corporate Equality Index – Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list – the highest ranking among the financial-services industry!
Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
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.
At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
[] Salary: $89642 - $152634 Category: Analytics and Insights, Branch Office Support