Senior Research Analyst, Strategic Insights

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Minneapolis, MN, USA
In-Office
Fintech • Payments • Financial Services
The Role

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

About the role:
We’re looking for a Senior Research Analyst to join our centralized Strategic Insights team and lead end-to-end primary research that informs enterprise priorities and helps leaders make better decisions. This role is ideal for someone who loves turning ambiguity into clear research plans, designing strong surveys, synthesizing quantitative and qualitative inputs, and communicating insights in a way that drives action across marketing, analytics, and business stakeholders.
About the Team:
The Strategic Insight team conducts research across the enterprise, from Advice & Wealth Management to Insurance & Annuities. With 70+ years of combined experience in research, the Strategic Insight team is focused on crafting the right projects to inform key strategic initiatives globally.

Key Responsibilities 

Consulting: Lead tactical and mid‑tier primary research from intake to recommendations, partnering with Marketing, Analytics, CX, and Product to clarify decisions and translate insights into action. Identify and frame trends, risks, and opportunities; work independently and/or alongside team leads. 

Critical Analysis: Perform analysis using Excel, Qualtrics, and Power BI/Tableau. Synthesize quantitative and qualitative inputs, augment with secondary sources or additional primary studies, and deliver concise, decision‑ready findings. 

Project Management: Own end‑to‑end execution for assigned research (scope, design, field, QA, analysis, readout), managing timelines and dependencies. Proactively surface and mitigate risks to keep work on track and stakeholders aligned. 

Data Storytelling & Communications: Craft stakeholder‑ready narratives, visuals, and (where applicable) dashboards tailored to stakeholder needs; share insights via reports, presentations, and internal channels that prompt action. 

Team Operations & Governance: Maintain project artifacts and shared resources; support initiatives that strengthen governance, team effectiveness, and compliance. 

Required Qualifications 

  • Bachelor’s degree or equivalent experience (or 4+ years of relevant experience). 

  • 3+ years of primary research and survey experience, including questionnaire design, field management, data quality controls, and interpretation. 

  • Hands-on experience with survey platforms (e.g., Qualtrics) to build, launch, monitor, and quality check studies. 

  • Strong project management skills with the ability to coordinate cross-functional inputs and meet deadlines and manage end-to-end research projects.  

  • Proven synthesis and communication skills—translate quantitative and qualitative data into clear, action-oriented insights. 

  • Stakeholder-ready storytelling and presentation skills, including experience presenting to leaders. 

  • Proficiency in Microsoft PowerPoint and Excel

Preferred Qualifications 

  • Analytics & visualization tools (Power BI or Tableau); comfortable partnering with analytics teams 

  • Regulated industry exposure (finance, insurance, healthcare) or familiarity with compliance and privacy considerations 

  • Customer feedback ecosystems: Exposure to Voice of the Client (VoC) programs or Customer Experience (CX) tracking studies, and ad hoc pulse surveys 

  • Strategic synthesis: experience connecting insights to business questions, highlight what matters most and propose clear implications 

  • Vendor management experience, including working with market research partners to execute impactful research 

  • Relevant academics: coursework in business, marketing, market research, statistics, data analytics, data science, economics, consumer insights, or applied social sciences 

Location 

This role is based four days per week at our downtown Minneapolis headquarters (901 3rd Ave S), a contemporary, newly renovated workspace connected to the city’s skyway network. Onsite amenities include a renovated cafeteria and coffee bar, full fitness center, and health services clinic—the kind of amenities you’d expect in a Fortune 500 workplace built for focus, collaboration, and wellbeing. 

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Base Pay Salary

The estimated base salary for this role is $76,300 - $104,900 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Marketing/Product Management

Line of Business  

MARKT Marketing

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

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The Company
40 Employees

What We Do

RBFCU Wealth Management, The Garner Davis Group is a financial advisory practice of Ameriprise Financial Services, LLC. With a combined 39 years of experience, our team uses a financial planning process designed to help high net worth individuals, families and business leaders help manage their finances and assets. AREAS OF FOCUS • Family Finances • Retirement Planning Strategies • Wealth Preservation Strategies • Investment Management • Retirement Plan Distribution • Social Security Retirement Benefits • Small Business • Business Retirement Plans • Tax Planning Strategies CONNECT WITH US Phone: 979-417-0563 | 512-873-2527 OFFICE LOCATIONS 8300 N MOPAC EXPY, Suite 100, Austin, TX 78759 107 THIS WAY, Suite A, Lake Jackson, TX 77566 1 IKEA-RBFCU PKWY, Live Oak, TX 78233-2792 Please visit http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media

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