Senior Manager Enterprise Insights - Consumer & Client Research

About The Job

As the Senior Manager of Enterprise Insights – Consumer & Client Research, you will bring deep consumer and client understanding, coupled with strategic foresight, to life and inspire profitable growth. You will drive the learning agenda across cross‑functional teams, developing forward‑looking strategies grounded in the consumer and category trends shaping client perceptions. This is your opportunity to be part of a new, centralized enterprise insight capability, fiercely advocating for consumers and clients while bridging findings with financial advisor inputs.

You will design impactful reporting frameworks by synthesizing custom research, Client NPS tracking, Brand Health tracking, and insights gathered from supporting our consumer and client communities. As a master storyteller, you will weave disparate data into meaningful insights that bring extreme clarity and empower stakeholders to take insight‑led action.

By helping to integrate insights across the consumer, client, and advisor journeys, you will unify holistic feedback into a cohesive consumer life stage view, proactively prescribing targeted solutions that elevate the experience while driving enterprise success. You will also support our enterprise approach to AI adoption, leveraging AI‑driven tools to enhance research capabilities and keep the team at the cutting edge of data synthesis.

• Lead the Consumer & Client learning agenda working closely with Field, Journey, Marketing, Product and Digital teams to develop products, communications and strategies grounded in deep consumer and client understanding.
• Act as the go‑to source for ad‑hoc analysis and actionable research, advocating for the client and consumer in internal meetings and driving insight‑led actions across the enterprise.
• Deliver reports, insights and implications to assigned business partners to inform decisions that improve the consumer / client experience.
• Perform 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 partners.
• Determine requisite data elements and work with technical resources to design integrated internal and syndicated datasets for analysis.
• Identify opportunities to enhance the team's analytical capabilities by evaluating current processes, new trends, and applying improved research best practices.
• Proactively share relevant information and insights with internal teams.
• Interpret and synthesize multi‑source data into insights that lead to actionable strategies and plans for the brand.

• Minimum of 5 years’ experience/knowledge in research and data analysis, including application of statistical research techniques. CPG category experience strongly preferred.
• Advanced skills in Excel, Access, SQL, SAS, SPSS, Tableau and Business Intelligence tools.
• Proficiency in advanced analytic techniques such as regression, factor analysis, cluster analysis.
• Experience with budget and vendor management.
• Strong technical market research skills covering quantitative, qualitative, primary and secondary methods.
• Degree in business, marketing, social sciences, statistics or related field, ideally from a top‑tier school.
• Strong business acumen.
• Financial Services experience not required; must acquire intimate knowledge of NM field, markets, clients and products soon after hire.
• Ability to be strategic and tactical, with strong analytical, problem‑solving and conceptual skills, and to gain trust by demonstrating business expertise.
• Consistent professional courage to produce credible, unbiased research design, analysis and interpretation.
• Acts in the best interest of consumers / clients and the company.
• Embraces new research tools and AI capabilities as they become available and approved.
• MBA or Master’s Degree strongly preferred.

• Adaptive Communication:
  Formulates and conveys complex information to targeted audiences, bridging technical and non‑technical stakeholders.
• Cross‑Functional Partnering & Planning:
  Facilitates collaboration and…