Modernization of CX reporting, including routine delivery of quarterly reports applying business context and industry leading CX frameworks and methodologies
Discovery and grounding high-impact client problems to solve to drive Wealth Management CX objectives through hypothesis-led analyses of CX listening posts
Influence CX roadmaps through consulting on annual CX targets, identifying critical CX OKRs and KPIs for the business to monitor, and analyzing listening post data quarterly to understand strategic levers to drive CX metrics – enabling our wider firm goal of delivering an exceptional client experience as measured by an NPS score of 70
Refining collaborative Op Models with Channel teams, Data & Analytics, Design, Research, Product Owners, & other functional delivery partners to drive a client-centric culture
Collaborating across the CX Success team and partners to ensure our CX listening posts and self-serve dashboards best reflect our Wealth Management channel strategies to measure, monitor, and inform CX roadmaps
Experienced working with broad data sets to find strategic insights and takeaways
Be intellectually curious and are comfortable consulting across a variety of functional areas and levels with different needs and objectives
Effectively time manage on high-impact deliverables across different projects, partners, and insight discovery efforts
Produce excellent, accurate executive level materials
Required qualifications, Skills, and capabilities:
Strong analytical skills with proven ability to compile large amounts of information into clear, high-impact “so what’s”
Proven ability to understand the business problem and develop the best recommendation rooted in business impact
Excellent organizational skills, keen attention to detail with the ability to multi-task, prioritize competing demands, be versatile and action-oriented
Strong relationship-building and influencing skills
Ability to recognize and respond well to changing priorities
Ability to work strategically and collaboratively across departments
Clear communication and presentation skills across variety of executive audiences to articulate insights in a concise & compelling manner
Preferred qualifications, skills, and capabilities:
You are highly organized and thrive in a fast-paced environment
You love bringing order to complex processes and problem statements
Previous experience with leading CX transformation
Demonstrated proficiency/advanced skills in Excel, PowerPoint and Teams. JIRA, Confluence, SharePoint are a plus
Familiarity with the Wealth Management business, especially within JPMorgan Chase, is a plus.