Enterprise Insights Specialist

Enterprise Insights Specialist – Field Research and Operations

Milwaukee, Wisconsin | Full-time

A leading financial services organisation is seeking an Enterprise Insights Specialist to support field research, research operations, knowledge management and insight-sharing. The role will coordinate research initiatives, maintain research resources and panels, and use technology and AI to improve how insights are accessed and applied across the organisation.

Key Responsibilities

• Coordinate field research projects from intake through delivery.
• Track research initiatives, timelines, deliverables and stakeholder communications.
• Support the planning, execution and implementation of custom and community research.
• Maintain and enhance research repositories, knowledge management systems and insight-sharing processes.
• Use AI and other technology solutions to improve insight discoverability and operational efficiency.
• Partner with cross-functional stakeholders to support research planning and delivery.
• Maintain field research panels, ensuring data quality and accuracy.
• Identify and implement process improvements to streamline research workflows.
• Connect findings across multiple studies to develop broader insights into field needs, behaviours and opportunities.
• Support tracking and reporting through platforms including Power BI, Qualtrics and Jira.
• Help improve operational effectiveness across the Field Research and Enterprise Insights teams.

Requirements

• 2–3 years of experience or knowledge in consumer insights, market research and/or project management.
• Experience in B2C and/or B2B research preferred, particularly direct-to-advisor environments.
• Working knowledge of Qualtrics and Power BI.
• Exposure to custom research methodologies such as concept testing, communications evaluation and syndicated research.
• Strong proficiency with Microsoft Office tools, particularly Excel and Word, and project-tracking platforms.
• Experience with quantitative, qualitative, primary and secondary market research.
• Bachelor's degree in Business, Marketing, Social Sciences, Statistics or a related field.
• Strong organisational and knowledge management skills.
• Strong business acumen with analytical, problem-solving and conceptual abilities.
• Ability to work strategically while also managing detailed, tactical execution.
• Strong collaboration and stakeholder management skills, with the ability to build trust across teams.
• Financial services experience is not required, but candidates must be able to develop a strong understanding of the organisation's field, markets, clients and products.

Compensation & Benefits

• $70,320–$105,480 per year
• Flexible work schedules.
• Comprehensive benefits.
• Health, dental and vision insurance.
• 401(k).
• Life and disability insurance.
• Paid time off.
• Concierge services.
• Employee resource groups.

Location: Milwaukee, Wisconsin

Work Arrangement: Full-time