Strategy and Planning - Senior Associcate

J.P. Morgan; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Chase is seeking a Strategy and Planning Senior Associate to lead product portfolio strategy and performance reporting for payments across small business and commercial client segments. You will blend data, insights, and cross-functional partnerships to shape priorities and drive results, with opportunities to apply AI-enabled approaches.

In this fast-paced role you will work with product, analytics, and research teams, develop executive-ready analyses, and translate complex findings into clear,

Qualifications

• 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.

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

Skills

Strategic thinking

Leadership

Analytics

AI/ML familiarity

Cross-functional

Communication

Education

Bachelor's degree

Master's degree or MBA

Tools

AI/ML tools

Data analytics tools

Job description

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

Applicants must be authorized to work for any employer in the US. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time. Final job grade level and corporate title will be determined at time of offer and may differ from this posting.

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 base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. Additional details about total compensation and benefits will be provided during the hiring process.

• Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
• We also offer a range of benefits and programs to meet employee needs, based on eligibility.
• These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We offer a broad array of credit cards to meet the needs of individuals and small businesses, including Chase-branded and co-branded cards in partnership with well-known companies and organizations. Merchant Services is a leading provider of payment, fraud and data security for companies, capable of authorizing transactions across global currencies.

Shape the future of payments for small and mid-sized businesses — where strategy meets data, AI, and real executive impact.