The Experience Insights Analyst is responsible for identifying, analyzing, and supporting the prioritization of advisor and client experience opportunities across key service and operational journeys. This role shifts the organization from a traditional call-monitoring approach to a journey-centric insight model focused on improving ease of doing business, reducing friction, and driving measurable business outcomes. The role combines experience analysis, operational insight generation, and cross-functional partnership to identify root causes of breakdowns and influence enterprise-wide improvements. This individual will partner closely with Quality, Training, VoC, and business leaders to ensure experience insights support actionable improvements.
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Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed