Job Specifications
Our Financial Services client is seeking a Marketing Research/Strategist to join their charitable donor-advised fund program for the next 12 months, 40 hours/week.
This role is hybrid onsite 4 days a week in Westlake, TX or Austin, TX.
Role Summary
This role leads the collection, analysis, and interpretation of market data, competitor strategies, and industry trends to deliver actionable insights that guide executive decision-making and influence overall business strategy. The position supports the identification of growth opportunities, enhances customer experience perspectives, and helps the organization maintain a competitive position in the marketplace. The role requires strong analytical capabilities, customer-centric thinking, and the ability to translate complex findings into clear, strategic recommendations.
Top Must Have Skills
Advanced ability to gather, analyze, and interpret complex market, competitive, and industry data and insights
Strong customer-focused mindset with the ability to think from the customer experience perspective
Excellent communication, facilitation, interpersonal, and leadership skills
High proficiency in MS Office applications, including Outlook, Excel, and PowerPoint
Financial Services background is a huge plus!
Additional Qualifications
Experience in research, data analysis, product marketing, product development, sales, or consulting
Strong time-management skills and the ability to handle complex assignments with minimal guidance
Solid understanding of business principles, programs, procedures, and relevant industry issues
Ability to document and articulate insights clearly for executive and cross-functional audiences
Responsibilities
Lead the analysis of market dynamics, competitive landscapes, and industry trends to identify opportunities and inform strategic decisions
Develop, articulate, and document business insights with a strong focus on customer experience and service perspectives
Translate complex data sets and research findings into strategic recommendations for leadership
Collaborate with cross-functional teams to support product, business, and customer-focused initiatives
Manage multiple analytic tasks and projects that require deep business knowledge and independent problem-solving
Prepare clear, concise reports, presentations, and communications that effectively convey insights and implications for the business
In this position, you may have access to client or customer systems, confidential and/or proprietary information or data, including financial information. This position is onsite and requires you to work closely with other individuals in a collaborative team environment.
Benefits
Creative Circle's Freelance Employee benefits package includes eligibility for Minimum Essential Coverage (MEC) medical plan, dental/vision/term life package, discount prescription program, critical illness, accident, tele-behavioral health, and 401(k) plan. Sick leave is provided to Candidates whose assignment work location is in a state or city subject to sick leave laws. A Minimum Value (MV) PPO medical plan, Employee Stock Purchase Plan, and paid holiday eligibility are based on length and dates of service.
Email Your Resume In Word To
msharma@creativecircle.com
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply.
Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : MS14-1976910 -- in the email subject line for your application to be considered.
Meggan Sharma - Recruiter, National Delivery
For Creative Circle to represent you for this opportunity, you must be currently authorized to work in the United States without the need of employer sponsorship for a non-immigrant visa such as a H-1B, TN, or O visa. We do not support or provide training for STEM/OPT programs. Additionally, you must be physically located in and perform the work for our client in the United States.This is a new role.
This job was first posted by Creative Circle on 02/04/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.
Creative Circle is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results. Creative Circle will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, includ