Senior Director - Wealth Intelligence

Title: Senior Director, Wealth Intelligence
Location: Remote - Canada
Reports to: Wealth Practice Leader
The Role:
The preferred candidate will blend deep industry expertise with an ability to leverage research and data to provide insights and strategic guidance to industry leaders. This individual will collaborate with J.D. Power team members and clients to guide our research, develop and deliver solutions that provide meaningful and actionable insights that support positive growth. As a trusted advisor to top executives the successful candidate will be a dynamic force for change serving to identify mission critical issues and deliver solutions that make a meaningful difference for our clients and the industry.
The Impact:
This agent of change will be a positive force within top organizations and for the industry more broadly. The role will enable J.D. Power to deliver industry leading thought leadership with a focus on core benchmarking studies as well as design and deliver new solutions that will elevate quality and business results for our clients. This role will be instrumental in growing our business and our brand presence in the industry and beyond. Using your knowledge and experience in the wealth management industry and customer insights & analytics you will contribute to the development of specific solutions to meet the needs of our current and future customers.
Responsibilities:

• Expert advisor: Be the expert in the room providing a value-add perspective, that provides insights that go beyond data and establish J.D. Power as a trusted advisor to industry leaders.
• Own the research and insights: Set the priorities and areas of focus for our research and analysis, the story we tell to our clients and guide teams efforts on critical areas for deeper analysis.
• Grow the business: Design and deliver insights that facilitate relationship expansion with existing clients. Develop content that raises awareness and engagement in the market. Create thought leadership that elevates the position of J.D. Power in the industry and increase our credibility with senior executives / key stakeholders. Work with sales to identify key executive targets and a strategy to enable expansion of the relationship. Build relationships with key leaders, groups and influencers to drive support and advocacy in the industry.

Qualifications:

• 7+ years working within the wealth management industry either in management, in a consulting capacity to the industry, or in a sales/marketing/product role with a data intensive and analytic services theme
• 5+ years working in a collaborative environment – from research design through communicating results to executives.
• Bachelor's degree required, advance degree or certifications in analytics, insurance, actuarial, or in a business-related field preferred

The Career Opportunity:
This role is a senior leadership position within J.D. Power, where you will have the opportunity to work with many of the leading wealth management and financial services firms in a rapidly transforming landscape to affect change. You will have the ability to shape the future of the wealth management business at J.D. Power and the industry more broadly. The job is fast paced, and provides the benefits of entrepreneurship with the support of an industry leader.
The Team / The Business:
Our team is made up of motivated professionals who take their jobs seriously, and are driven to succeed by the end goal of making the industry we focus on better. This environment rewards results and puts few constraints on how far or fast you can go in your job and career. If you like a casual day-to-day environment, clear expectations but room to execute, combined with a world-class brand, an unlimited potential for growth with opportunities to experiment, and the ability to live anywhere in the United States that is near an airport, then this is your place.
Our Hiring Manager says:
"I'm looking for someone who is driven to improve the Wealth Management industry and who has the unique blend of industry expertise, strong analytics, intellectual curiosity married with a highly skilled communicator. The successful candidate will have a desire to learn, treat others with professional respect, and will be entrepreneurial in ensuring the business's success. You will be expected to strive every day to grow your business without having to be micro-managed."
J.D. Power is a global leader in consumer insights, data, analytics, and advisory services that helps clients drive growth and profitability. The company's industry benchmarks and reputation for independence and integrity have established it as one of the world's most well-known and trusted brands.
Our Experience
J.D. Power has been capturing and analyzing the Voice of the Customer across more than a dozen industries globally for 50 years. We know measuring customer experience is not easy, but that's where we come in. Through our proprietary index model, we identify the many drivers of customer experience, accurately measure and link their impact to business results, and uncover insights to drive results for our clients.
Our Data, Analytics, and Resources
Across 18 offices globally, our team of more than 800 professional analysts, statisticians, economists, consultants, and experts in demographics and consumer behavior focus on delivering insights clients can act on immediately. We serve an increasing number of countries and regions around the world, including Brazil, India, Japan, Taiwan, China, Philippines, Indonesia, Singapore, Thailand, Malaysia, Vietnam, South Korea, Canada, Mexico, Europe, Australia, Germany, and the UK.
Beyond Measure
We understand that the customer experience is vital and that simply measuring it is not enough. Our analysts focus on driving results that will improve customer loyalty and advocacy and our success is driven by how much we help improve your customer experience. But data is only as powerful as the analysis and insights tied to it—and we are putting that power in your hands through our interactive PowerSource reporting platform. The data, analytics, insights, best practices, and action plans you need are available whenever and wherever you need them, to help you make data-driven decisions that will improve your customer experience and drive positive financial results.
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