JP Morgan Chase & Co.

Freedom Portfolio Strategy - Senior Associate

JP Morgan Chase & Co.$90K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in the credit card industry
  • Strong analytical skills for interpreting data and insights
  • Strategic mindset with knowledge of card economics
  • Collaborative working style with a preference for action
  • Excellent communication skills, especially in PowerPoint

Responsibilities

  • Monitor QCEP performance against KPIs and refine strategy accordingly
  • Utilize data analysis to identify and prioritize growth opportunities
  • Translate customer needs into program objectives and success metrics
  • Drive category and merchant-offer strategy for QCEP
  • Build cross-functional partnerships to enhance program success
  • Engage with external merchants for campaign alignment and execution
  • Manage the QCEP budget, including vendor contracts and invoices

Benefits

  • Cross-functional collaboration opportunities across various teams
  • Involvement in high-impact projects that drive customer engagement
  • Opportunity to influence customer experiences on flagship products
  • Development of skills in data analysis and product strategy
  • Experience in negotiation with merchant partners
Full Job Description
JOB DESCRIPTION

The Freedom product team is responsible for managing the Freedom Flex, Freedom Unlimited, Freedom Rise and legacy Freedom card portfolios, Chase’s 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
  • Partnerwith Corporate Development tosupportcontract negotiations for merchant partners
  • Serve as the point of contact with external merchantsfor campaign planning and execution needs, ensuring alignment on objectives and requirements
  • Develop and validatemerchant/transaction eligibility logic to ensure accurate capture and measurement of qualified activity
  • Identify and pursue areas of opportunity and testnew activation placements and distribution channels to expand reach and engagement
  • Collaboratewith Legal and Compliance to enable QCEP customer experience (CX) enhancements and ensure controls/approvals processes are met
  • Work withthe Digital Customer Experience (DCE) team toenhancethe QCEP activation journey and reduce customer friction
  • Measure and monitorthe impact of CX enhancements using KPIs to drive iterative optimization
  • Ownthe QCEP budget, including vendor contract needs and invoice management
  • Partner closelywith the Marketing Execution team to ensure campaigns reflect the program vision, and to drive ongoing optimization 6while 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

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

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JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

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Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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