CrawlJobs Logo

Senior Advisor, Associate Experience

United States 80000.00 - 100000.00 USD / Year · Job Posted March 11, 2026
Apply Position
Job Link Share

Job Description

The Senior Advisor, Associate Experience is a technical expert responsible for designing surveys, performing advanced analytics, and delivering high‑quality insights that directly shape the associate experience. The Senior Advisor is a subject matter expert on employee surveying best practices, data management and governance, and data storytelling. This role serves as the primary connector for data management, quality, and governance for the Associate Experience Measurement team. The Senior Advisor executes on rigorous measurement strategies, drives analytics innovation, and ensures the integrity of data used to inform enterprise‑level decisions.

Job Responsibility

  • Influence the design, development, and refinement of enterprise‑wide surveys, including item‑writing, scaling, experimental design, and methodology recommendations
  • Guide and mentor the team on best‑practice measurement methods, ensuring strong survey design, sound statistical techniques, and consistent application of validated research practices
  • Manage survey platforms (Perceptyx, Qualtrics experience a plus) to ensure accurate configurations, sampling, workflow logic, and data capture
  • Deliver key enterprise initiatives that shape the associate experience by analyzing data trends and producing clear, actionable insights that support strategic decision‑making
  • Conduct research and synthesize primary data, benchmarks, and emerging trends to inform measurement evolution
  • Partner with HR business partner teams to understand client needs and recommend and implement organizational effectiveness solutions
  • Identify business needs, document requirements, and advise on build‑versus‑buy decisions for measurement and analytics solutions
  • Conduct advanced analyses, including predictive modeling, driver analysis, segmentation, and longitudinal trend evaluation using tools such as SPSS, Tableau, and Prism
  • Translate complex analytics into clear, actionable insights through compelling data storytelling and visualization (e.g., Tableau dashboards)
  • Support machine learning initiatives through data preparation, feature engineering, and statistical validation
  • Serve as the Measurement team’s main contact for data governance, quality assurance, and integration to IT and Analytics partners
  • Ensure data integrity, consistency, and timely delivery across all measurement pipelines and reporting systems
  • Recommend improvements to data systems, workflows, and analytics platforms that enhance accuracy, automation, and insight generation

Requirements

  • Master’s Degree in Industrial/Organizational Psychology or related field plus five years of related experience OR Any equivalent combination of experience, education, and/or training approved by Human Resources
  • Experience operating within cross‑functional teams (IT, Analytics, HR)
  • Background in organizational research, employee experience, or enterprise measurement
  • Demonstrated success improving data quality, governance, or analytics platforms
  • Proficiency with SPSS (advanced statistical analysis)
  • Experience with Qualtrics and Perceptyx experience preferred
  • Strong Tableau, Prism or similar visualization tool experience
  • Knowledge of survey methodology, psychometrics, item‑writing, and applied statistical techniques
  • Familiarity with machine learning concepts and data preparation methods
  • Ability to acquire, organize, protect, and process large, complex datasets
  • Strong capability to analyze trends, identify insights, and produce decision‑supporting recommendations
  • Clear articulation of business requirements aligned to user needs and organizational strategy
  • Exceptional data storytelling and communication skills for executive‑level reporting
  • Ability to partner effectively with associates in Human Resources and other areas of the business
  • Facilitate meetings, ensuring that all viewpoints, ideas and challenges are addressed
  • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
  • Communicate effectively, both orally and in writing
  • Work independently as well as collaboratively within a team environment
  • Establish and maintain effective working relationships at all levels of the organization

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Senior Advisor, Associate Experience

8 matching positions

Senior Financial Planner / Associate Advisor

I am partnered with a rapidly growing, ethics first, independent wealth manageme...
Location
Location
United States , San Francisco
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 7+ years of experience in wealth management, financial planning, or private client advisory services
  • Bachelor's degree or equivalent professional experience
  • CFP® designation strongly preferred
  • Series 65 or equivalent licensing required
  • Experience utilizing financial planning software such as eMoney, MoneyGuidePro, NaviPlan, or similar platforms
  • Strong understanding of comprehensive wealth planning concepts
  • Working knowledge across multiple planning disciplines, including investments, tax planning, estate planning, insurance, retirement planning, executive compensation, and cash flow management
  • Experience using CRM platforms such as Salesforce
  • Excellent communication, presentation, and interpersonal skills
  • Strong organizational skills and ability to manage multiple client priorities
Job Responsibility
Job Responsibility
  • Delivering comprehensive wealth management advice
  • Taking increasing ownership of client relationships over time
  • Client engagement
  • Financial planning
  • Relationship management
  • Practice growth initiatives
  • Working closely with established advisors
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • Company 401(k) plan
  • Free online training
  • Access to top jobs
  • Competitive compensation
Read More
Arrow Right

Senior Strategic Growth Associate, Advisor Recruiting

We are seeking a Senior Strategic Growth Associate, Advisor Recruiting to join o...
Location
Location
United States
Salary
Salary:
80000.00 - 120000.00 USD / Year
savvywealth.com Logo
Savvy Wealth
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years of full-cycle recruiting experience (ideally in the Financial Sector or recruiting revenue-producing candidates)
  • Bachelor’s degree in Business, HR, or a related field
  • Master’s degree is a plus
  • Highly motivated and resilient by achieving hiring targets consistently
  • Ability to quickly build rapport, primarily via phone-based communication
  • Proficiency in using CRM software and sales tools (e.g., Salesforce, LinkedIn Recruiter, GSuite, and more)
  • Comfortable working in an early-stage startup environment
Job Responsibility
Job Responsibility
  • Conduct proactive outbound prospecting to identify and engage potential financial advisors
  • Research and analyze target companies and industries to understand their needs and challenges
  • Initiate contact with financial advisors through cold calls, emails, and social media outreach
  • Qualify leads by conducting effective discovery conversations to uncover their pain points and requirements
  • Maintain accurate and up-to-date records of lead interactions and account information in our CRM system
  • Stay up-to-date on industry trends, best practices, and competitive talent landscapes
  • Assist in the development and implementation of recruiting strategies and initiatives
What we offer
What we offer
  • Competitive salary and equity package
  • Unlimited PTO + paid company holidays
  • Access to holistic medical, dental, and vision plans
  • Company 401(k), Commuter, and HSA/FSA plans
  • NYC office in the heart of Manhattan
  • Lunch and snacks provided in the office
  • Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
  • Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
  • Fulltime
Read More
Arrow Right

Senior Associate, Product Management - Client & Associate Platforms (Mobile & Web)

Senior Associate, Product Management - Client & Associate Platforms (Mobile & We...
Location
Location
United States , Richmond, Virginia; Charlotte, North Carolina
Salary
Salary:
101100.00 - 115400.00 USD / Year
capitalone.com Logo
Capital One
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree or military experience
  • At least 1 year of experience in product management, or 1 year of experience in product design, agile delivery, data science, or software engineering
Job Responsibility
Job Responsibility
  • Modernize the Experience: Deliver products that support a Top 10 Commercial Bank, prioritizing high-availability mobile and web interfaces
  • Empower the Field: Craft strategies that equip our financial advisors with mobile-optimized tools
  • Drive Mobile Innovation: Build 'always on' technologies
  • Orchestrate Delivery: Own the roadmap for new features
  • Risk Mitigation: Strengthen controls through automated monitoring and secure mobile authentication protocols
What we offer
What we offer
  • Performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
  • comprehensive, competitive, and inclusive set of health, financial and other benefits
  • Fulltime
Read More
Arrow Right

Senior Associate, Product Management - Client and Associate Platforms

Senior Associate, Product Management - Client and Associate Platforms. Product M...
Location
Location
United States , Charlotte; Richmond
Salary
Salary:
101100.00 - 115400.00 USD / Year
capitalone.com Logo
Capital One
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree or military experience
  • At least 1 year of product management experience or at least 1 year of experience in product design, agile delivery, business analysis, data science, or software engineering
Job Responsibility
Job Responsibility
  • Deliver products to support the strategy and operations for a Top 10 Commercial Bank
  • Craft strategies that equip the Bank to deliver tailored solutions for clients, build a world class team of financial advisors, and enable a market-leading operation for the origination and management of loans, treasury, and capital markets products
  • Build “always on” technologies to increase profitability and empower associates
  • Reduce operational risks through strengthening controls and monitoring of key processes
  • Own the strategy and delivery of new products and features in partnership with technology teams and collaborate with Product, Tech, and Design partners in the ecosystem to deliver shared outcomes
What we offer
What we offer
  • comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being
  • performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
  • Fulltime
Read More
Arrow Right

Associate Advisor

A growing, client-focused RIA in San Ramon is seeking an Associate Advisor to jo...
Location
Location
United States of America , San Ramon
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 1-5 years of wealth management or financial planning experience
  • Interest in pursuing a career as a Financial Advisor
  • CFP® candidate or desire to pursue CFP® certification
  • Familiarity with planning software such as eMoney, MoneyGuidePro, or RightCapital
  • Securities licenses (or willingness to obtain)
Job Responsibility
Job Responsibility
  • Partner with Senior Advisors to prepare financial plans
  • Support client meetings
  • Analyze client data
  • Implement planning recommendations
  • Help deliver an exceptional client experience
What we offer
What we offer
  • Competitive base salary + bonus
  • 401(k) match and profit sharing
  • 100% employer-paid medical coverage
  • Tuition and certification reimbursement
  • Generous PTO and additional wellness benefits
  • Fulltime
Read More
Arrow Right

Associate Advisor

A thriving wealth management firm with $4.5B+ in AUM is looking for an Associate...
Location
Location
United States , San Francisco
Salary
Salary:
85000.00 - 110000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 1–5 years of financial planning or wealth management experience
  • Exposure to the planning process and a strong desire to grow in advisory
  • SIE, Series 7, 66 (or 63/65), and Life & Health license (or ability to obtain)
  • CFP® track or strong desire to pursue it
  • Experience with planning tools like eMoney, MoneyGuidePro, or RightCapital is a plus
  • Strong communication skills and a client-first mindset
Job Responsibility
Job Responsibility
  • Partner with Senior Advisors to support high-net-worth client relationships
  • Help build and execute comprehensive financial plans
  • Prepare for client meetings, analyze financial data, and implement recommendations
  • Coordinate with Operations, Compliance, and Client Services to deliver a seamless experience
  • Build confidence, judgment, and technical expertise to eventually manage relationships independently
What we offer
What we offer
  • Bonus
  • Excellent Benefits
  • 5% 401(k) Match
  • Fulltime
Read More
Arrow Right

Director Associate Experience - Talent Insights

The Director of Associate Experience provides enterprise leadership for the desi...
Location
Location
United States , Irving
Salary
Salary:
Not provided
christushealth.org Logo
CHRISTUS Health
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in human resources, psychology, organizational development, marketing, or a related field required
  • Master’s degree in human resources, psychology, organizational development, marketing, or a related field preferred
  • 8+ years of progressive experience in Associate Experience, organizational research, or a related discipline in a complex organization required
  • Demonstrated experience leading enterprise-wide programs and influencing senior and executive leader
  • Strong understanding of quantitative and qualitative research methodologies, survey design principles, and applied organizational research
Job Responsibility
Job Responsibility
  • Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders
  • Provide enterprise leadership for the Associate Experience strategy, including vision, guiding principles, success metrics, and a multi year roadmap aligned with CHRISTUS Health’s mission and strategic priorities
  • Establish and maintain governance, standards, and best practices for global Associate listening programs to ensure consistency, data integrity, and Associate trust across the system
  • Oversee the design, administration, and continuous evolution of enterprise-wide Associate listening programs, applying human-centered and evidence-based approaches to ensure programs remain relevant, effective, and impactful
  • Translate Associate Experience data into actionable insights that inform executive decision-making, workforce strategies, and organizational priorities
  • Serve as a strategic advisor and thought partner to senior and executive leaders, providing perspective on Associate Experience trends, risks, and opportunities
  • Provide enterprise oversight of Associate recognition programs, ensuring alignment with organizational values and the promotion of fair, inclusive, and consistent recognition practices
  • Partner with Human Resources, business leaders, and cross functional teams to align Associate Experience, recognition, and related initiatives, including coordinated improvement of key moments across the Associate lifecycle
  • Drive adoption, participation, and sustained engagement in feedback and recognition programs through leader enablement, effective communication, and targeted engagement strategies
  • Ensure Associate Experience insights are translated into action by supporting action planning, accountability, and measurement of outcomes at the enterprise and local levels
  • Fulltime
Read More
Arrow Right

Associate Advisor

This is an opportunity to join a highly respected, collaborative team where you’...
Location
Location
United States , Foster City
Salary
Salary:
85000.00 - 110000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 1–5 years of financial planning or wealth management experience
  • Exposure to the planning process and a strong desire to grow in advisory
  • SIE, Series 7, 66 (or 63/65), and Life & Health license (or ability to obtain)
  • CFP® track or strong desire to pursue it
  • Experience with planning tools like eMoney, MoneyGuidePro, or RightCapital is a plus
  • Strong communication skills and a client-first mindset
Job Responsibility
Job Responsibility
  • Partner with Senior Advisors to support high-net-worth client relationships
  • Help build and execute comprehensive financial plans
  • Prepare for client meetings, analyze financial data, and implement recommendations
  • Coordinate with Operations, Compliance, and Client Services to deliver a seamless experience
  • Build confidence, judgment, and technical expertise to eventually manage relationships independently
What we offer
What we offer
  • Excellent Benefits
  • 5% 401(k) Match
  • Bonus
  • medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
  • 401(k) plan (for contract/temporary professionals)
  • structured mentorship, coaching, and real career development
  • Fulltime
Read More
Arrow Right