Financial Product Strategy Senior Associate

Help shape how people, businesses, and communities build stronger financial futures at scale. In this role, your work will influence firmwide priorities and turn big ideas into measurable progress. You will partner across lines of business to deliver high-impact initiatives that improve financial health outcomes. You will also gain meaningful exposure to senior leaders while building core skills in strategy, communication, and execution. As a Strategy and Implementation Associate in the Center for Financial Growth and Innovation, you help us advance firmwide financial health strategies and translate priorities into action. You will work with a collaborative team that values clear thinking, inclusive partnership, and high-quality execution. You will support initiatives from early-stage assessment through delivery, creating structured analyses and compelling materials that inform decisions. Together, we focus on improving financial health outcomes for consumers, businesses, and communities. Job responsibilities Evaluate opportunities using due diligence frameworks and structured problem-solving Build project plans, timelines, and workstreams to support effective delivery Manage tasks, dependencies, and risks across initiatives Coordinate with cross-line-of-business partners to align inputs and execution Inform trade-off decisions with clear options, implications, and recommendations Translate financial health questions into hypotheses and analytical approaches Develop structured analyses that surface insights and trends from data Create clear, narrative presentations for senior management and stakeholders Synthesize complex information into actionable takeaways and next steps Seek feedback and mentorship to continuously strengthen strategy and communication skills Required qualifications, capabilities, and skills 3 years of experience in strategy, consulting, business analysis, project support, or a related field Demonstrated analytical skills, including interpreting data and identifying trends Proficiency in Microsoft PowerPoint and Microsoft Excel, including creating clear presentations and materials Strong written and verbal communication skills with consistent attention to detail Experience collaborating in team-based, cross-functional environments Ability to manage multiple priorities and deliver high-quality work on deadlines Preferred qualifications, capabilities and skills Experience building presentations and readouts for senior audiences Experience developing and implementing artificial intelligence tools in business workflows Exposure to financial services, consulting, or related industries Interest in financial health, innovation, or community development