Senior Insights Manager - Financial Services

Senior Insights Manager - Financial Services - Wealth Sector

People in the Insights & Consulting roles at Escalent lead the development of insights and storytelling and own the data analysis and reporting phases of our work. We have a development path that encourages continual growth. The progression steps include: Associate, Insights Analyst, Senior Insights Analyst, Insights Manager, Senior Insights Manager, and Director of Insights. There is a parallel path of roles called Project Management that focuses on the project logistics, timing and budget.

Insights & Consulting positions are accountable for:

• Presenting insights that address the client or industry's needs.
• Proper application of analytical techniques & tools
• Creating client-ready materials on time
• Sound process & integrity of insights

What would you do?

You will work closely with colleagues in Project Management and Sales & Strategic Growth in delivering our solutions in a high-quality manner.

You serve as:

• the architect of primary data collection processes,
• the owner of the analytical plan,
• steward of data quality,
• framer of the storyline,
• creator of the deliverables, and
• builder of credibility with our clients

• Support the proposal/sales process by working with project teams to develop an analytical approach to the client problem and write portions of proposals.
• Provide input regarding the study design and the best research technique(s) to utilize for projects.
• Develop surveys/questionnaires to answer client objectives.
• Confirm data integrity and perform analysis to identify trends.
• Continuously monitor quality levels, and manage quality problems.
• Design research instruments as necessary.
• Ensure quality of and approve programmed questionnaires, including communication with the programmer or programming vendor.
• Analyze research results and collaborate with the Client Management team member to interpret research findings and implications.
• Write reports or prepare deliverables that adds value to the client by relating the research findings to the business objectives in a manner that is clear, presentable and actionable.

Qualifications:

• Must have a Bachelor degree in a related field. Advanced degree preferred.
• Must have minimum of 3 years experience in business, market analysis, or market research. (5 years or more preferred.)
• Prior experience supporting market research projects in the industry preferred, but not required.
• Must have academic and/or practical experience with a wide array of survey or market research methodologies.
• Must have ability to recommend research methodologies that address client needs and adhere to budget expectations.
• Must have above average communication skills, both verbal and written.
• Must instill confidence with project team members and client contacts when communicating directly with clients.
• Must demonstrate strong analytical skills with experience in statistical modeling and analysis preferred.
• Must be able to handle multiple clients and projects simultaneously.
• Must be proficient in MS Office (Word, Excel and PowerPoint).
• Proficiency in at least 1 data analysis package (e.g. SPSS, SAS) required.
• Prior experience with qualitative research projects preferred. Prior moderation of focus groups, nice to have.
• If participating in qualitative studies, ability to travel domestically or internationally may be required.

EEO/AA EMPLOYER M/F/V/D

Equal Opportunity Employer: All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.

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