Strategy and Planning - Senior Associcate

Job Title

Strategy and Planning Senior Associate

Join a high-impact team where your strategic thinking and leadership will directly influence how small and mid-sized businesses experience payments. You'll work at the intersection of product, analytics, and executive leadership — with real visibility and real influence. This is a role for someone who thrives in fast-paced environments and wants to make a meaningful difference for business clients.

As a Strategy and Planning Senior Associate in the Strategy and Planning team, you will lead product portfolio strategy and performance reporting for payments products serving our Small Business and Commercial client segments. You will bring together data, insights, and cross-functional partnerships to shape priorities and drive results — including helping the team adopt AI-enabled ways of working to surface sharper insights and improve customer outcomes.

Job responsibilities

• Define and evolve the product portfolio strategy, partnering with product managers to establish objectives and key results, leveraging AI-assisted insights to identify growth opportunities and customer pain points earlier
• Lead strategic projects by structuring complex business problems and developing solutions in collaboration with product, analytics, and research teams, including applying AI/ML methods such as predictive modeling, segmentation, and anomaly detection to quantify performance drivers and prioritize interventions
• Synthesize data analytics, product metrics, user experience research, competitive analysis, and company goals to assess product performance and prioritize future initiatives — using AI to accelerate root-cause analysis and trend detection across large datasets
• Design and scale AI-enabled reporting and operating mechanisms, including automated KPI narratives, exception-based dashboards, and self-serve insights, to reduce manual effort and improve decision speed and quality
• Manage executive communications and updates to senior leaders and stakeholders, translating complex analyses into clear, fact-based recommendations with appropriate validation and human judgment
• Monitor and synthesize industry trends and competitive dynamics across the payments landscape, using AI-supported research workflows to identify emerging threats, opportunities, and best practices
• Partner with stakeholders to identify opportunities where AI can improve customer experiences and define measurable outcome metrics to evaluate impact

Required qualifications, capabilities, and skills

• Bachelor's degree and 5 years of experience in strategy, product, analytics, or a related field
• Ability to think strategically and connect insights to the broader business picture while diving into details to drive successful execution
• Strong analytical skills with the ability to present fact-based recommendations clearly, logically, and concisely
• Proven ability to manage multiple initiatives simultaneously under rigorous deadlines in a fast-paced environment
• Comfort working with data and analytics tools, with the ability to collaborate effectively with data science and analytics partners and apply AI-driven insights to business decisions with sound judgment

Preferred qualifications, capabilities, and skills

• Master's degree or MBA
• Deep understanding of small business customers and their unique needs
• Experience driving AI-enabled product or analytics initiatives such as experimentation, forecasting, customer segmentation, or operational analytics, including defining success metrics and managing change across stakeholders

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including…