Lead Strategy & Planning Consultant – AI Product Strategy & Innovation

Role Overview

• Drive product strategy and execution across a portfolio of no-code and low-code AI products and workflow automation capabilities, with a focus on improving operational efficiency, strengthening controls, and delivering measurable business value.
• Partner with product leadership to define strategic priorities, clarify objectives, and translate business goals into actionable roadmaps, operating plans, and execution routines.
• Identify opportunities to create business value by assessing operational challenges, process inefficiencies, stakeholder needs, and potential technology-enabled solutions.
• Connect work across teams, products, and business groups to identify synergies, reduce duplication, and improve alignment across the product portfolio.
• Support innovation efforts by helping evaluate new ideas, structure exploratory work, define success criteria, and ensure experimentation is connected to measurable business outcomes.
• Establish and manage operating routines, including leadership cadence, portfolio reviews, intake forums, prioritization discussions, status updates, and executive-ready communications.
• Develop frameworks, materials, and reporting that help leadership make informed decisions on strategic priorities, resources, risks, dependencies, delivery progress, adoption outcomes, and business value.
• Partner with product pods to anticipate and remove execution roadblocks, manage dependencies, and support alignment across business, product, technology, risk, and control stakeholders.
• Support resource planning, demand management, intake prioritization, and portfolio-level visibility to help ensure the team is focused on the highest-value initiatives.
• Prepare clear, concise, and well-structured communications for leadership and stakeholder audiences, including strategic updates, decision materials, meeting summaries, adoption materials, and portfolio narratives.
• Use data, metrics, stakeholder feedback, and business outcomes to assess progress, identify improvement opportunities, and support continuous improvement across the product organization.
• Promote a culture of collaboration, accountability, operational excellence, risk awareness, adoption discipline, and continuous learning.

Requirements

• 5+ years of Strategy and Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Experience driving product strategy, portfolio planning, roadmap development, and strategic execution across a portfolio of products, capabilities, or transformation initiatives.
• Experience translating strategic priorities into actionable plans, delivery activities, adoption strategies, and measurable business outcomes.
• Experience driving innovation by identifying opportunities, shaping forward-looking product concepts, and advancing solutions that create measurable business value.
• Experience supporting product delivery, business implementation, operating model changes, change readiness, or adoption of new capabilities across business teams.
• Experience managing cross-functional priorities, dependencies, risks, and stakeholder alignment across product, business, technology, operations, risk, and control partners.
• Strong organizational skills with the ability to bring structure, prioritization, attention to detail, and follow-through to ambiguous or fast-moving environments.
• Strong analytical and problem-solving skills with the ability to synthesize complex information, identify value opportunities, and recommend practical actions tied to measurable outcomes.
• Ability to simplify complex information and communicate clearly with senior leaders and cross-functional audiences.

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement