About The Position

As a Senior Associate in Branch Strategy & Execution, you will help design the strategy and execute and implement artificial intelligence and analytics solutions that drive measurable business value for sales teams across strategic initiatives. You will lead initiatives that bring analytics and responsible AI into day-to-day branch workflows to support coaching, client engagement, and operational outcomes. A priority use case is the patent-pending Blueprint application. Its cross-functional product team aims to help branch managers and Market Directors coach effectively, bring the company culture to life, and understand how to succeed in their markets. The team also builds AI and machine learning solutions tailored to branch needs, including use cases such as sales funnel optimization, meeting preparation, and agents for banker activities. The role partners across strategy, product, data science, engineering, and business teams to deliver measurable results and sustained adoption.

Requirements

  • Bachelor’s degree in a relevant technical discipline.
  • At least 3 years of experience in analytics, strategy, product, technology, or technical program management.
  • Strong communication and storytelling skills, including the ability to tailor messages for executive and technical audiences.
  • Demonstrated success influencing stakeholders and delivering initiatives across organizations without direct authority.
  • Working knowledge of artificial intelligence and machine learning concepts, analytics, business intelligence, and governance.
  • Experience implementing artificial intelligence solutions that prioritize user experience, drive measurable outcomes, and integrate into human-centered workflows.
  • Experience with risk, controls, and governance requirements for data and artificial intelligence solutions.
  • Ability to translate business problems into scalable data, analytics, and technology solutions.
  • Proven ability to manage multiple concurrent initiatives, prioritize effectively, and adapt to changing needs.
  • Demonstrated commitment to data quality, documentation, and analytical rigor in decision-making.
  • Advanced proficiency with Microsoft PowerPoint, Microsoft Excel, and artificial intelligence-enabled productivity tools.

Nice To Haves

  • Experience partnering with sales, product, data, and analytics organizations.
  • Knowledge of how machine learning and artificial intelligence can enhance forecasting, optimization, or decisioning workflows.
  • Product lifecycle experience, including product management responsibilities.
  • Understanding of demand forecasting methodologies and labor analytics.
  • Experience with experimentation methods, success metric design, and go-to-market execution to drive measurable impact.

Responsibilities

  • Lead cross-functional initiatives from ideation through deployment and adoption across data science, product, engineering, and business partners.
  • Translate business priorities into scalable data, analytics, and artificial intelligence solutions.
  • Shape the vision, roadmap, and delivery plan for priority use cases, including the Blueprint application.
  • Define problem statements, success metrics, and measurement plans to track business impact.
  • Communicate technical concepts clearly to executive and non-technical audiences.
  • Influence senior stakeholders to drive alignment, prioritization, and timely decisions.
  • Manage risks, dependencies, timelines, and execution challenges across multiple workstreams.
  • Embed solutions into human-centered workflows that support coaching and sales execution.
  • Partner with teams to strengthen data quality, documentation, and analytical rigor.
  • Ensure solutions are developed responsibly and comply with enterprise risk, control, and artificial intelligence governance standards.
  • Drive change management and adoption plans that help teams realize sustained value.
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