About The Position

As a Strategy Senior Analyst in the AI Journey Transformation team, you will support a portfolio of strategic initiatives through rigorous analysis, structured problem solving, and clear, executive-ready communication. You will collaborate with partners across digital, product, analytics, and operations to identify opportunities, size impact, develop business cases, and support go-to-market and operating model planning. You will translate complex data and processes into actionable insights that improve end-to-end customer journeys. This role supports high-priority initiatives and helps leaders make data-informed decisions. The work includes evaluating how digital and AI-enabled solutions can integrate with operational processes to improve customer experiences and reduce friction. The position is full-time in office, on a 40-hour-per-week schedule. Visa sponsorship is not available.

Requirements

  • At least 2 years of relevant experience in strategy, consulting, banking or finance, analytics, product strategy, or a corporate strategy/strategic initiatives function.
  • Experience supporting customer journey, servicing, and/or operations topics through work experience, internships, or project work.
  • Demonstrated ability to apply quantitative approaches, including impact sizing, return on investment analysis, scenario analysis, and business case development.
  • Strong written and verbal communication skills, with the ability to translate analysis into clear takeaways for stakeholders.
  • Strong collaboration skills and comfort working in cross-functional teams.
  • Proficiency in presentation development (PowerPoint) and analytical tools (Excel).
  • High attention to detail, strong ownership mindset, and ability to manage priorities in a fast-paced environment.

Nice To Haves

  • Exposure to digital product, process improvement, journey optimization, and/or AI transformation through academic, internship, or professional experience.
  • Experience in financial services.
  • Familiarity with analytics concepts, including KPIs, experimentation, and funnel or journey metrics.
  • Bachelor’s degree preferred; advanced degree a plus.
  • Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.
  • Experience developing operating model and go-to-market recommendations for cross-functional initiatives.

Responsibilities

  • Support initiatives identified by senior leaders and drive defined workstreams to completion with strong attention to detail.
  • Partner with cross-functional teams to gather inputs, align on requirements, and synthesize findings into clear recommendations.
  • Map current-state customer journeys and processes, identify friction points, and help define future-state improvements.
  • Apply structured problem-solving and design thinking to break down ambiguous problems into hypotheses, analyses, and decision-ready outputs.
  • Analyze and present findings, including impact sizing, business case modeling, and key performance indicator (KPI) frameworks.
  • Evaluate how digital and AI-enabled solutions can integrate with operational processes to improve customer experiences and reduce friction.
  • Research competitors and industry trends using public sources to inform strategy and recommendations.
  • Develop executive-ready presentations and supporting materials for stakeholder reviews and leadership readouts.
  • Monitor technology trends, including artificial intelligence, and share concise insights with the broader team.
  • Maintain workplans, track decisions and risks, and coordinate inputs across partners to support on-time delivery.

Benefits

  • Competitive total rewards package, including base salary determined based on role, experience, skill set, and location.
  • Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
  • Comprehensive health care coverage.
  • On-site health and wellness centers.
  • Retirement savings plan.
  • Backup childcare.
  • Tuition reimbursement.
  • Mental health support.
  • Financial coaching.
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