This role is a unique position for an experienced strategist to help build a new organization from the ground up. It’s a great opportunity to have meaningful impact on a large scale at a leading financial services firm. Our products will use internal and third-party data to drive business impact for the firm, influence policymakers, and improve the financial health of our clients and our community.

As a Strategy Lead in the Consumer and Business Intelligence Group, you'll join a new organization of former consultants, economists, data scientists, and product leads that monitors, coordinates, and develops a holistic view of the financial well-being of consumers and businesses through the lens of internal and third-party data. The new organization is focused on curating meaningful insights which highlight how changes in the financial health of consumers and businesses impact the firm’s clients and – more broadly – the economy. 

Job responsibilities

• Help drive the strategic priorities for the Consumer and Business Intelligence group, serving as an objective thought partner to the Head of Strategy, Consumer and Business Intelligence, and the Head of Consumer and Business Intelligence
• Apply structured problem-solving, creative analyses, and design thinking to address top strategic priorities
• Support the engagement approach for the new organization with the Operating Committee, other senior leaders, and cross-functional partners
• Create Operating Committee-level executive communications
• Help ideate and execute plans to create and manage new and existing data products
• Facilitate research efforts as they relate to the health of consumers and businesses across the organization
• Collaborate with teams across LOBs and functional areas (e.g., data science, finance, product, marketing) to help the group meet its objectives
• Contribute to an environment of collaboration and mutual responsibility

Required qualifications, capabilities, and skills

• 3 years of experience in strategy consulting, corporate strategy, startups (FinTechs), investment banking, private equity / venture capital, strategic finance, or similar roles
• Bachelor’s degree; excellent academic credentials / GPA
• Strong interpersonal and communication skills
• Excellent analytical skills and ability to structure complex problems
• Ability to create structured logical presentations and clearly communicate key messages using appealing displays and graphics
• Intellectual curiosity and ability to learn new subjects quickly
• Proficient MS Excel and PowerPoint skills
• Open, collaborative, team-oriented operating style

Preferred qualifications, capabilities, and skills

• Undergraduate degree in Economics, Finance, Math, Engineering (or related field)
• Financial services or economics background

Hybrid-60% in-office

Please note: Relocation assistance is not offered/supported for this role.