at J.P. Morgan
Bulge Bracket Investment BanksPosted 5 days ago
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**Financial Health Strategy Director - Community & Business Development** (NY, USA) seeks experienced strategist (10+ yrs) to define, lead, and scale firmwide financial health initiatives. Spearhead enterprise strategy, translations into actionable roadmaps, and go-to-market plans. Influence senior leaders, foster innovation, and enhance millions of customers' financial well-being. Core strengths: enterprise strategy, complex initiative management, commercialization, and compelling executive communications. Experience in consumer finance, fintech, or related fields preferred.
- Compensation
- Not specified
- City
- New York City
- Country
- United States
Currency: Not specified
Full Job Description
Location: New York, NY, United States
Help shape how one of the worlds leading financial institutions advances financial health at scale. In this role, you will influence strategy, unlock innovation, and bring ideas to market that improve outcomes for consumers, businesses, and communities. You will operate at the intersection of strategy, product, and commercialization, working with senior leaders across the firm. This is a unique opportunity to unify and amplify financial health efforts enterprisewide. Your work will directly inform how we serve millions of customers every day.
As a Financial Health Strategy Director in the Center for Financial Growth & Innovation, you lead the strategy, commercialization, and scaling of firmwide financial health initiatives. You work closely with partners across lines of business, product, marketing, and field teams to translate strategy into marketready solutions with measurable impact. You help unify how we define, message, and advance financial health across the firm while influencing senior leaders and fostering a culture of innovation. Your work supports our mission to create meaningful, lasting financial progress for the customers and communities we serve.
Job Responsibilities
- Set firmwide financial health strategy, defining longterm vision, priorities, and success metrics aligned to business and community outcomes
- Lead enterpriselevel strategic initiatives from problem definition through execution, balancing innovation, scalability, and impact
- Translate strategic priorities into actionable roadmaps, investment cases, and operating plans across lines of business
- Drive commercialization and gotomarket strategy for priority financial health initiatives, ensuring alignment between strategy, messaging, and market execution
- Shape and steward a unified financial health narrative, aligning enterprise strategy, product direction, and external positioning
- Partner with product, marketing, and field teams to operationalize strategy into marketready solutions and activation plans
- Conduct structured analysis of business models, customer needs, and ecosystem trends to inform strategic decisions
- Evaluate opportunities and tradeoffs, providing datadriven recommendations to senior leadership
- Align senior stakeholders around strategic direction, influencing decisions across a highly matrixed organization
- Communicate strategy and outcomes effectively through clear executivelevel storytelling and presentations
- Develop strategic talent and capabilities, mentoring teams to think systemically and operate with enterprise mindset
Required Qualifications, Capabilities, and Skills
- Minimum of 10 years of experience in strategy development, product strategy, management consulting, or related strategic roles
- Demonstrated experience setting and leading enterpriselevel strategies, including defining vision, priorities, and measurable outcomes
- Minimum of 5 years of experience leading complex, crossfunctional strategic initiatives in a matrixed organization
- Proven ability to translate ambiguous or complex problems into clear strategic frameworks and execution plans
- Experience shaping or influencing enterprisewide priorities, roadmaps, or strategic narratives
- Demonstrated experience driving commercialization or gotomarket strategy in support of enterprise initiatives
- Strong analytical skills, including experience evaluating business models, market dynamics, and tradeoffs
- Track record of advising and influencing senior leaders with structured, datadriven recommendations
- Experience working with consumerfacing financial products, platforms, or initiatives
- Exceptional written and verbal communication skills, including executivelevel strategy presentations
Preferred Qualifications, Capabilities, and Skills
- Master of Business Administration or equivalent advanced degree
- Experience in consumer financial services, fintech, or regulated industries
- Gotomarket, marketing strategy, or field activation experience at enterprise scale
- Experience developing or leading an enterprisewide platform narrative or value proposition
- Background in financial health, financial inclusion, or consumer banking strategy
- Experience balancing social impact and commercial objectives within a business environment
