Job Description

This role offers the opportunity to influence high-profile decisions, contribute to the evolution of digital wealth propositions, and deliver meaningful outcomes for customers.

As a Proposition Strategy Associate in the Proposition Strategy team, you will help shape customer-led proposition decisions by translating insights, evidence, and stakeholder input into clear recommendations. You will work closely with partners across Research, Analytics, Product, Risk, Legal, Compliance, and Operations to support proposition strategy and prioritisation.

Job Responsibilities

• Frame complex proposition challenges into clear problem statements, hypotheses, and decision options.
• Translate customer research and customer experience insights into actionable proposition recommendations.
• Build and maintain evidence repositories that capture insights, assumptions, confidence levels, and outstanding questions.
• Support prioritisation and planning activities by providing structured, customer-focused inputs.
• Partner with Legal, Compliance, Risk, Operations, and Product teams to assess the feasibility of proposition opportunities.
• Coordinate inputs from subject matter experts and align stakeholders around key assumptions and recommendations.
• Develop executive-ready presentations, business cases, and decision materials.
• Monitor competitor activity, market developments, and emerging trends relevant to proposition strategy.
• Assess external developments and identify implications for customers and proposition direction.
• Synthesise qualitative and quantitative inputs into clear narratives and recommendations.
• Contribute to a customer-centric culture by ensuring customer value remains central to decision-making.

Required Qualifications, Capabilities, and Skills

• Experience in proposition strategy, customer insights, product strategy, consulting, or a related discipline within financial services, fintech, or another regulated industry.
• Demonstrated ability to use customer research, behavioural insights, or customer data to inform business decisions.
• Strong analytical and problem-solving skills with the ability to structure ambiguous challenges.
• Ability to synthesise complex information into clear and compelling recommendations.
• Advanced PowerPoint skills and the ability to create executive-level presentations.
• Strong Excel and data-analysis capabilities.
• Excellent written and verbal communication skills with experience engaging senior stakeholders.
• Proven ability to collaborate effectively across multiple functions and disciplines.
• Strong organisational skills with the ability to manage multiple priorities.
• Ability to operate effectively in a regulated environment while balancing customer, commercial, and risk considerations.

Preferred Qualifications, Capabilities, and Skills

• Experience in wealth management, investing, savings, or broader financial services propositions.
• Familiarity with customer experience, design thinking, or proposition-development methodologies.
• Experience working with research, analytics, or customer experience teams.
• Knowledge of competitor analysis, market intelligence, or strategic planning.
• Experience using business intelligence tools for analysis and reporting.
• Familiarity with SQL or similar data-querying tools.
• Experience preparing strategy materials for executive-level audiences.

About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

About the Team

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.

The Strategy team manages mission-critical projects ranging from developing growth strategies, to assessing and planning entry into new markets, to implementing organizational restructurings and operational efficiencies, and more. Projects are typically team-based and include close collaboration with senior executives.