Intelligent Solutions Product Strategy Associate

Develop a deep understanding of business transformation technologies spanning process insights (mining, modeling), intelligent automation (robotics, document processing, data transformation, data visualization / business intelligence), 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

3+ years of experience with a top-tier management consulting firm (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

Advanced analytical skills to be able to gather, model, and analyze data to test hypotheses, identifying trends and key insights

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

Experience with business transformation platforms (e.g., Tableau, Alteryx, UiPath, MSFT PowerPlatform, Pega, Signavio, Databricks, ThoughtSpot) or AI/ML technologies in an enterprise context

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

Financial services background is preferred, but not mandatory