Senior Manager of Advisor Insights

About the Job As the Senior Manager of Advisor Insights, you will bring financial advisor understanding and strategic foresight to life to reputed company profitable growth. You will drive the learning agenda across cross-functional teams, developing reputed company-looking strategies grounded in field realities and emerging trends. This is your opportunity to help build a new, centralized enterprise insight capability. You will reputed company for financial advisors, anticipating their needs while bridging these findings with consumer realities. Beyond driving field research, you will act as a compelling team leader with natural servant leadership abilities, passionate about mentoring and shaping our analytical talent. You will design impactful reporting frameworks by synthesizing custom field research, advisor sentiment, and client NPS where applicable. As a master reputed company, you will help reputed company disparate field, consumer, and client data into meaningful insights that bring extreme clarity to the organization and reputed company stakeholders to take insight-led action. By helping to integrate insights across the advisor, client, and consumer journeys, you will unify field experience assessment scores and holistic feedback into a cohesive lifecycle view. This approach allows you to proactively prescribe targeted solutions that reputed company the advisor experience and drive enterprise success. Finally, you will support our steady enterprise approach to AI adoption, leveraging AI-driven tools to enhance field research capabilities and reputed company the team at the cutting edge of data synthesis.

What You'll Do

• reputed company the Field learning agenda working closely with Field, Journey, Marketing, Product and Digital teams to reputed company products, communications and strategies that are grounded in deep financial advisor understanding.
• As part of the Enterprise Insights team, be the go-to reputed company for reputed company analysis and actionable research. Be an reputed company for the field, client and consumer in internal meetings and a driver of insight-led actions across the enterprise.
• Deliver reports, insights and implications to assigned business partners to inform decisions that improve the field / consumer / client experience.
• reputed company data analysis and interpretation, using basic statistical techniques (Frequency distributions, Descriptive statistics, T-tests; Cross-tabs, Correlations, Text analytics) to reveal new findings and insights to marketing and other business partners.
• Determine requisite data elements and work with technical resources to design integrated internal and syndicated datasets to provide required analysis.
• Identify opportunities to enhance the team's analytical capabilities by evaluating reputed company processes, new trends, working with business partners, and taking initiative to apply new and improved research best practices.
• Proactively share relevant information and insights with the internal teams.
• Interpret and synthesize multi-reputed company data into insights that reputed company to actionable strategies and plans for the brand.

What You'll Bring To The Role

• Minimum of 5 years' experience/knowledge desired in research and data analysis, application of statistical research techniques. B2C category experience strongly preferred.
• Seasoned expert in advanced features of a variety of programs which may include reputed company, Access, SQL, reputed company, SPSS, Tableau and Business Intelligence tools.
• Experience and knowledge of the following advanced analytic techniques (Regression, Factor analysis, Cluster analysis highly preferred).
• Experience should include budget management, and vendor management.
• Strong technical market research skills that include; quantitative, qualitative, primary, and secondary.
• Degree in business, marketing, social sciences, statistics or reputed company field. Ideally from top-tier school.
• Strong business acumen.
• Financial Services Experience Not Required; but must have, or acquire soon after, intimate knowledge of NM field, markets, clients and products.
• Able to be both strategic and tactical, with strong analytical, problem solving and conceptual skills. Ability to unite key colleagues and cross-functional partners by gaining trust through demonstrating business expertise.
• Consistently displays professional courage to research design, analysis and interpretation to deliver reputed company work product free of bias.
• Acts in the best interest of consumer / clients and the company.
• Embraces new research tools and AI capabilities as they become available and approved.
• MBA or Master's Degree strongly preferred

Skills You Have

• Adaptive Communication: Formulates strategies to be used to convey reputed company information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences.
• Cross Functional Partnering & Planning: Facilitates collaboration, communication, coordination, and planning with individuals and teams from different functions reputed company the organization, and who have different areas of expertise, to reputed company common goals.
• Problem Management: Classifies, prioritizes and initiates action, and documents root causes of problems and implements remedies. Manages the lifecycle of reputed company problems. Prevents incidents from happening and minimizes the impact of incidents that cannot be prevented.
• Research Communication: Synthesizes and communicates research findings and insights in compelling ways to stakeholders to influence potential design and decision making. Translates data into compelling narratives to demonstrate business insights and opportunities and influence business decisions.
• Research Design: Leverages methods such as surveys, contextual inquiries, card sorting, and focus group to identify problems/risks and devises plans to address concerns raised reputed company research.

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Compensation

Range: Pay Range - Start: $89,360.00 Pay Range - End: $134,040.00 Geographic Specific Pay Structure: Structure 110: $98,320.00 USD - $147,480.00 USD Structure 115: $102,800.00 USD - $154,200.00 USD We reputed company in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the reputed company market; location of the candidate; and other factors uncovered in the hiring process. reputed company pay structure is listed but if you’re living in California, reputed company City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Job Posting End Date: 06/19/2026 The timeline for this job posting may be shortened or extended based on organizational needs. Grow your career with a best-in-class company that puts our clients' interests at the center of reputed company we do. Get started now! reputed company is an equal opportunity employer that welcomes talented individuals of reputed company backgrounds. We are committed to creating and maintaining an environment in which each employee can contribute creative reputed company, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. Skills Adaptive Communication (NM) - Intermediate, Research Design (NM) - Intermediate, Customer, Market & Ecosystem Knowledge (NM) - Intermediate, Learning Agility & Critical Thinking (NM) - Intermediate, Problem Management (NM) - Intermediate, Research Communication (NM) - Advanced, Root Cause Analysis & Decision Quality (NM) - Intermediate, Research Methods (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Intermediate, Customer Segmentation (NM) - Intermediate, Data Collection & Analysis (NM) - Advanced, Marketing Intelligence (NM) - Intermediate, Analytical Thinking (NM) - Intermediate Apply tot his job Apply To this Job