Job Description

Compeer Financial Research Position

Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota, and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.

How we support you:

• Hybrid model - up to 50% work from home
• Flexible schedules including ample flexibility in the summer months
• Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
• Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
• Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
• Learning and development programs
• Mentorship programs
• Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
• Professional membership/certification reimbursement and more!
• Casual/seasonal and intern team members are not eligible for benefits except for state-mandated programs.

Where you will work:

This position offers a hybrid work option up to 50% remote and is based out of the MN-Lakeville, WI-Sun Prairie, or IL-Bloomington office locations.

The contributions you will make:

• Leads development and implementation of Compeer's enterprise research agenda.
• Oversees primary research efforts including surveys, interviews, focus groups, and usability testing.
• Manages Compeer Collective, the enterprise's client insight panel.
• Oversees NPS and OSAT measurement and ensures proper survey methodologies are used.
• Partners with Marketing, Business Units, and Client Experience teams to gather actionable feedback across the client journey.
• Guides segmentation, persona development, and journey mapping initiatives to support omnichannel strategy.
• Leads secondary research, competitive benchmarking, and trend analysis to inform enterprise and business unit strategy.
• Provides actionable insights related to client behavior, industry dynamics, market sizing, growth forecasting, and business model innovation.
• Synthesizes research findings into strategic recommendations for senior leaders.
• Develops frameworks for strategic foresight and scenario planning.
• Collaborates with Finance, Credit, and Marketing to align insights with performance, risk, and growth objectives.
• Assists leadership in defining the team's strategic direction and goals.
• Keeps abreast of industry best practices.
• Identifies and executes efficient and effective practices that enhance the team's value.
• Translates vision and strategies into practical, effective, and efficient operating plans in order to achieve the organization's short- and long-term sales objectives.
• Communicates expectations and goals to the team and is responsible for team results.
• Aligns business unit goals to the budget and strategic imperatives of the organization.
• Builds trusted relationships with executive stakeholders, functional leaders, and cross-functional teams.
• Prepares and presents insights to the Executive Leadership Team (ELT) and Board.
• Coaches team members and helps build internal capabilities for research and analytics.
• Advocates for a data-driven, client-centric culture throughout the organization.
• Manages relationships with research agencies and vendors to ensure high-quality and cost-effective execution.
• Oversees RFPs, contracting, and performance evaluation for external partners.
• Ensures research methodologies and tools align with industry best practices and business needs.

The skills and experience we prefer you have:

• Bachelor's degree in business administration, marketing, economics or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job. MBA or equivalent, strongly preferred.
• Expert-level of experience in market research, insights, or strategy consulting.
• Advanced-level of leadership and management experience preferred.
• Proven track record of independently leading complex enterprise initiatives and influencing VP- and C-level executives.
• Experience in financial services, healthcare, or a top-tier market research agency is strongly preferred.
• Demonstrated success managing both qualitative and quantitative research methodologies.

Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.

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Job Tags

Temporary work, Summer work, Casual work, Seasonal work, Work at office, Remote work, Work from home, Work visa, Flexible hours,

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