Chase · 12 hours ago
Strategy & Transformation - Intelligent Solutions Strategy Associate
8181 Communications Pkwy Ste C, Plano, TX, 75024, US
Full-time
Onsite
Entry, Mid Level
$109K/yr - $115K/yr
3+ years expChase is a leading financial institution, and they are seeking a Strategy & Transformation - Intelligent Solutions Product Strategy Associate to drive enterprise-wide adoption of business transformation technologies. This role involves evaluating AI capabilities, designing adoption frameworks, and producing executive communications to influence how the firm deploys AI-driven solutions.
BankingFinancial Services
Responsibilities
Develop a deep understanding of business transformation technologies spanning process insights (mining, modeling), intelligent automation (robotics, document processing), and workflow orchestration, and their applications to financial services operations, controls, and customer experience
Design and execute strategic initiatives to accelerate adoption of business transformation technologies across multiple business lines, including proof-of-concept evaluations of emerging AI capabilities such as agentic automation and AI-enhanced development tools
Produce executive-level communications including strategic presentations, product updates, and thought leadership content that articulate business value and drive senior stakeholder engagement
Coordinate cross-functional alignment with internal technology product teams and external vendors to evaluate platform roadmaps, influence feature prioritization, and integrate new capabilities into the firm's technology stack
Lead firmwide learning and enablement programs including executive conferences, practitioner forums, certification pathways, and hands-on training to build organizational capability across business transformation technologies and AI
Qualification
Required
3+ years of experience in strategy consulting (MBB or Big 4), financial services transformation, or technology-enabled change management with demonstrated ability to drive large-scale adoption programs
Strategic thinking and problem-solving skills with ability to synthesize complex information, identify high-impact opportunities, and design scalable solutions across diverse stakeholder groups
Exceptional project and program management capabilities including experience coordinating multi-workstream initiatives, managing executive stakeholder relationships, and driving outcomes in matrixed organizations
Executive-level written and verbal communication skills with proven ability to craft compelling narratives, produce high-quality presentations, and engage C-suite audiences on technology strategy
Intellectual curiosity and technical acuity with ability to rapidly learn emerging technologies (AI, automation, low-code platforms) and translate technical concepts into business value propositions
Entrepreneurial mindset with ability to operate in ambiguity, design new frameworks and processes, and drive innovation in a dynamic, fast-paced environment
Preferred
Experience with business transformation platforms (e.g., UiPath, SAP Signavio, Alteryx, PEGA) or AI/ML technologies in an enterprise context
Background in learning strategy, organizational change management, or technology enablement with experience designing training programs or practitioner communities
Experience building dashboards, analytics frameworks, or metrics reporting to track technology adoption and business impact
Knowledge of process improvement methodologies (Lean, Six Sigma, business process management) or governance frameworks (risk, controls, compliance)
Familiarity with AI concepts including generative AI, agentic systems, intelligent document processing, or natural language processing
Experience coordinating large-scale events, conferences, or knowledge-sharing forums for technical or business audiences
Advanced analytical and presentation skills including proficiency in data visualization tools and executive storytelling
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
2026-01-24
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