Senior Client Insights Manager

There's power in partnership. Your passion. Our purpose. We can make an impact together. Join a team that empowers you to shape the future of client service. Everything we do is focused on helping clients achieve what's most important to them, all while giving you the opportunity to innovate, collaborate and grow. What you do every day helps people achieve and protect their financial goals. You'll have access to cutting‑edge tools, continuous learning programs, mentorship from experienced leaders, and a culture that values every voice and idea. Job Overview Position Schedule: Full‑Time This job posting is anticipated to remain open for 30 days, from 25‑Mar‑2026. The posting may close early due to the volume of applicants. Do you have a passion for uncovering powerful, actionable insights? Do you thrive in opportunities to solve ambiguous business problems with a strategic research approach? Do you enjoy influencing decision makers by crafting strategies and narratives from research, data and insights? If you answered yes, this Senior Client Insight Manager role may be the right fit for you! What the department does… We deliver human insights to drive firm decision‑making through primary and secondary research, as well as foresight. Nearly every area of the firm uses the insights we share from the research we conduct. We equip internal teams with these insights on broad opportunities so they can develop data‑driven business strategies and solutions that address the most critical needs of clients, investors and practice teams – grounded in both internal priorities and external market context. What you’ll do… The Senior Client Insights Manager is responsible for scoping, designing and executing strategic research to deliver actionable insights that directly influence firm decisions and business. As part of the Research & Insights team, you will be a key contributor in developing investor, client and branch team insights for the firm as you develop strategic research approaches through partnerships with cross‑functional teams. This role will have a high‑degree of decision‑making, specifically around the use of research method, research vendor, degree of team involvement in projects, and prioritization of projects and resources – in partnership with Research & Insights leadership. Your work will provide Edward Jones the ability to ensure insights directly drive growth strategies, innovation roadmaps, differentiated client experiences, and operational prioritization across the business. Responsibility Summary: Provide strategic direction and consult with internal stakeholders and partners to define insights needs and create buy‑in on research (client, investor, and branch) work plans. Develop and execute enterprise research and customer intelligence that delivers actionable insights supporting firm priorities, business outcomes, and a deep understanding of client, prospect, and FA behaviors and expectations. This role will support large, cross‑divisional projects by delivering insights to inform strategic business decisions. Monitor ongoing developments within the overall financial services research environment to identify strategic opportunities to pursue. Drive client/branch insights information gathering efforts from primary and secondary sources and assess accuracy, validity and materiality as they relate to the financial services industry. Detect emerging trends and sentiment shifts early by using modern data sourcing capabilities, including SEO/AEO signals, search behavior analytics, social listening, and OSINT (open‑source intelligence). Communicate insights to business partners and influence them to drive action by providing thought leadership on how such insights impact their overall business objectives. Evaluate project execution, including establishing and tracking project metrics and conducting project assessment. Provide approval at key milestones, including project design, execution phases, and approval of results. Identify, guide, and partner with external vendors to execute client/branch insights projects, as needed. Understand, analyze and recommend various research methodologies to address firmwide business issues. Integrate advanced quantitative, qualitative, and behavioral methodologies in partnership with the broader department to produce comprehensive, high‑impact insights. Edward Jones’ compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short‑ and long‑term disability, basic life, and basic AD&D coverage. Short‑ and long‑term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax‑advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm’s Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page ( . Hiring Minimum: $101700 Hiring Maximum: $173200 Skills/Requirements Minimum Qualifications: MBA, Masters of Marketing Research (MMR), or similar degree 8+ years of marketing research experience or 5+ years of leadership and marketing research experience Research Methodologies: Expertise in designing and executing qualitative and quantitative research studies, reading results and generating insights that are immediately impactful for business growth. Market Trends: Awareness of industry trends, competitive dynamics, and client behavior patterns. Vendor Management: Manage vendor relationships and identify new vendors to advance the primary and secondary research. Client Segmentation: Understanding of segmentation methodologies and persona development. Data Governance: Familiarity with data privacy regulations and best practices for managing client data. Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. Current INTERNAL home‑based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home‑based status. Edward Jones intends in good faith to continue offering the role as home‑based, though future business or regulatory needs may require on‑site work. Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We’re proud of our associates’ contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones ( Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones ( About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report ( . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #J-18808-Ljbffr Edward Jones