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Freedom Portfolio Strategy - Senior Associate

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 10 days ago

No clicks

**Senior Portfolio Strategy Associate** (Freedom Cards) in Wilmington, DE, leads quarterly cashback programs, balancing financial performance and customer sentiment. Key responsibilities include performance monitoring, data-driven strategy refinement, and cross-functional collaboration. Required skills span data analysis, strategy, and industry experience, while preferred qualifications include consulting background and advanced problem-solving skills.

Compensation
Not specified USD

Currency: $ (USD)

City
Not specified
Country
United States

Full Job Description

Location: Wilmington, DE, United States

The Freedom product team is responsible for managing the Freedom Flex, Freedom Unlimited, Freedom Rise and legacy Freedom card portfolios, Chases flagship, proprietary cash back products. In this role, you will drive the strategy and execution of Freedom's Quarterly Customer Engagement Program (QCEP). The QCEP program offers Freedom Flex and Chase Freedom (Legacy) customers the opportunity to earn 5% cash back on popular rotating quarterly categories and merchants. You will balance financial performance, customer sentiment, and business goals to drive program engagement. 

 

Job Summary:  

 

As the part of the portfolio strategy team for Freedom products, you will be responsible to partner across the organization to influence and inform customer experiences for the segment. The relationships you build and develop with a broad variety of teams across our marketing, data and analytics, finance, insights, and product, etc. organizations will be key to success. Using your data analysis skills, strategy experience, customer mindset, and customer insights, you will quantify opportunities and work across the team and with partners to support and optimize the program. 

 

To be successful, you are an accomplished strategist, are good with data and analytics, and have a background in the credit card industry. You are just as capable with product strategy as P&Ls and understand the industry, segment customers, and card economics. You have experience in consulting roles or product strategy teams. You are comfortable utilizing both Excel as PowerPoint and know how data and information become a compelling storyline.

 

 

Job responsibilities: 

  • Monitor QCEP program performance against KPIs and continuously refine strategy based on results
  • Leverage quantitative analysis and customer insights to identify, size, and prioritize growth and optimization opportunities
  • Translate customer needs and strategic priorities into clear program objectives, requirements, and success metrics
  • Drive QCEP category and merchant-offer strategy, translating insights into a forward-looking offer calendar
  • Build and maintain strong cross-functional partnerships across Marketing, Data & Analytics, Finance, Insights, Product, and other stakeholder teams to drive program success
  • Partner with Corporate Development to support contract negotiations for merchant partners
  • Serve as the point of contact with external merchants for campaign planning and execution needs, ensuring alignment on objectives and requirements
  • Develop and validate merchant/transaction eligibility logic to ensure accurate capture and measurement of qualified activity
  • Identify and pursue areas of opportunity and test new activation placements and distribution channels to expand reach and engagement
  • Collaborate with Legal and Compliance to enable QCEP customer experience (CX) enhancements and ensure controls/approvals processes are met
  • Work with the Digital Customer Experience (DCE) team to enhance the QCEP activation journey and reduce customer friction
  • Measure and monitor the impact of CX enhancements using KPIs to drive iterative optimization
  • Own the QCEP budget, including vendor contract needs and invoice management
  • Partner closely with the Marketing Execution team to ensure campaigns reflect the program vision, and to drive ongoing optimizationwhile maintaining a primary focus on strategy, analytics, and financial rigor

 

Required qualifications, capabilities, and skills

  • Analytical skills with the ability to interpret data and derive actionable insights
  • Strategic mindset with familiarity in card economics and segment dynamics
  • Collaborative, inclusive working style with a bias for action
  • Ability to manage multiple initiatives and prioritize effectively
  • Strong communication skills with proficiency in PowerPoint 

 

Preferred qualifications, capabilities, and skills

  • Ability to influence across teams without direct authority and build strong partnerships
  • Demonstrated focus on quantifiable outcomes for customers and the business
  • Consulting or product strategy experience 
  • Comfort navigating complex organizations and driving alignment
  • Advanced problem-solving and planning skills
Drive strategy and execution of Freedoms quarterly rotating 5% cash back engagement program

Freedom Portfolio Strategy - Senior Associate

Compensation

Not specified USD

City: Not specified

Country: United States

J.P. Morgan logo
Bulge Bracket Investment Banks

10 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Senior Portfolio Strategy Associate** (Freedom Cards) in Wilmington, DE, leads quarterly cashback programs, balancing financial performance and customer sentiment. Key responsibilities include performance monitoring, data-driven strategy refinement, and cross-functional collaboration. Required skills span data analysis, strategy, and industry experience, while preferred qualifications include consulting background and advanced problem-solving skills.

Full Job Description

Location: Wilmington, DE, United States

The Freedom product team is responsible for managing the Freedom Flex, Freedom Unlimited, Freedom Rise and legacy Freedom card portfolios, Chases flagship, proprietary cash back products. In this role, you will drive the strategy and execution of Freedom's Quarterly Customer Engagement Program (QCEP). The QCEP program offers Freedom Flex and Chase Freedom (Legacy) customers the opportunity to earn 5% cash back on popular rotating quarterly categories and merchants. You will balance financial performance, customer sentiment, and business goals to drive program engagement. 

 

Job Summary:  

 

As the part of the portfolio strategy team for Freedom products, you will be responsible to partner across the organization to influence and inform customer experiences for the segment. The relationships you build and develop with a broad variety of teams across our marketing, data and analytics, finance, insights, and product, etc. organizations will be key to success. Using your data analysis skills, strategy experience, customer mindset, and customer insights, you will quantify opportunities and work across the team and with partners to support and optimize the program. 

 

To be successful, you are an accomplished strategist, are good with data and analytics, and have a background in the credit card industry. You are just as capable with product strategy as P&Ls and understand the industry, segment customers, and card economics. You have experience in consulting roles or product strategy teams. You are comfortable utilizing both Excel as PowerPoint and know how data and information become a compelling storyline.

 

 

Job responsibilities: 

  • Monitor QCEP program performance against KPIs and continuously refine strategy based on results
  • Leverage quantitative analysis and customer insights to identify, size, and prioritize growth and optimization opportunities
  • Translate customer needs and strategic priorities into clear program objectives, requirements, and success metrics
  • Drive QCEP category and merchant-offer strategy, translating insights into a forward-looking offer calendar
  • Build and maintain strong cross-functional partnerships across Marketing, Data & Analytics, Finance, Insights, Product, and other stakeholder teams to drive program success
  • Partner with Corporate Development to support contract negotiations for merchant partners
  • Serve as the point of contact with external merchants for campaign planning and execution needs, ensuring alignment on objectives and requirements
  • Develop and validate merchant/transaction eligibility logic to ensure accurate capture and measurement of qualified activity
  • Identify and pursue areas of opportunity and test new activation placements and distribution channels to expand reach and engagement
  • Collaborate with Legal and Compliance to enable QCEP customer experience (CX) enhancements and ensure controls/approvals processes are met
  • Work with the Digital Customer Experience (DCE) team to enhance the QCEP activation journey and reduce customer friction
  • Measure and monitor the impact of CX enhancements using KPIs to drive iterative optimization
  • Own the QCEP budget, including vendor contract needs and invoice management
  • Partner closely with the Marketing Execution team to ensure campaigns reflect the program vision, and to drive ongoing optimizationwhile maintaining a primary focus on strategy, analytics, and financial rigor

 

Required qualifications, capabilities, and skills

  • Analytical skills with the ability to interpret data and derive actionable insights
  • Strategic mindset with familiarity in card economics and segment dynamics
  • Collaborative, inclusive working style with a bias for action
  • Ability to manage multiple initiatives and prioritize effectively
  • Strong communication skills with proficiency in PowerPoint 

 

Preferred qualifications, capabilities, and skills

  • Ability to influence across teams without direct authority and build strong partnerships
  • Demonstrated focus on quantifiable outcomes for customers and the business
  • Consulting or product strategy experience 
  • Comfort navigating complex organizations and driving alignment
  • Advanced problem-solving and planning skills
Drive strategy and execution of Freedoms quarterly rotating 5% cash back engagement program