Strategy Senior Associate - AI Journey Transformation

About the role

Join the Artificial Intelligence (AI) Journey Transformation team to accelerate and scale AI solutions that work and shape omni-channel customer experiences. The team combines digital strategy, AI transformation, and analytics to accelerate smarter, more seamless customer journeys. This role provides an exciting opportunity to support senior leadership across the firm on a portfolio of high-priority strategic initiatives.

Responsibilities

• Support initiatives/projects to address diverse problems identified by senior leaders; help drive workstreams to completion with strong attention to detail
• Partner with cross-functional teams in digital, product, business, analytics, and operations to gather inputs, align on requirements, and synthesize findings
• Conduct journey assessments by mapping current-state processes, identifying pain points/friction, and helping define future-state improvements
• Apply structured problem-solving and design thinking to break down ambiguous problems into hypotheses, analyses, and decision-ready recommendations
• Gather, synthesize, analyze, and present data and findings, including financial/business case modeling, impact sizing, and KPI frameworks
• Execute analyses to support integration of digital solutions with CCB Operations to enhance customer journeys and reduce friction
• Perform competitor/industry research leveraging public sources (and internal sources where appropriate) to inform strategy and recommendations
• Develop strategic presentations and supporting materials for internal stakeholder reviews and leadership readouts
• Monitor industry and technology trends (including AI) and share concise insights with the broader team
• Support team execution by maintaining workplans, tracking decisions/risks, and coordinating inputs across partners

Requirements

• 2+ years of relevant experience in strategy, consulting, banking/finance, analytics, product strategy, or an internal corporate strategy/strategic initiatives function
• Exposure to consumer banking and/or business banking concepts, customer journeys, or operations (through work experience, internships, or project work)
• Demonstrated ability to analyze problems and apply quantitative approaches (e.g., impact sizing, Return on Investment/business case analysis, scenario analysis)
• Strong communication skills (written and verbal) with the ability to translate analysis into clear takeaways for stakeholders
• Strong collaboration skills and comfort working in cross-functional teams
• Strong presentation development skills (PowerPoint) and analytical tooling skills (Excel)
• High attention to detail, strong ownership mindset, and ability to manage priorities in a fast-paced environment

Preferred Qualifications

• Exposure to digital product, process improvement/journey optimization, and/or AI transformation (academic, internship, or professional)
• Financial services industry experience
• Consumer and Community Banking / Global Banking experience
• Familiarity with analytics concepts (KPIs, experimentation, funnel/journey metrics)
• Bachelor's degree preferred; advanced degree a plus

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

Additional details about total compensation and benefits will be provided during the hiring process.

Pay

Base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.