Small Segment Strategy Manager - Vice President

As a Small Segment Strategy Manager – Vice President in Business Banking, you’ll be responsible for championing the needs of segment-specific business clients by translating client and banker insights into clear segment priorities, differentiated experiences, and scalable solutions. Small segment clients, with up to $1M in annual revenue, are the largest and fastest growing client segment within Business Banking. 

You’ll own a portfolio of priority initiatives for the Small Segment Strategy team and translate strategy into measurable results. You’ll also build trusted partnerships with senior leaders and cross-functional stakeholders across Consumer and Community Banking (CCB) Strategy, Marketing, Digital, Product, Operations, and Data & Analytics to shape the roadmap for how we acquire, deepen relationships with, and retain clients at a segment level—using data to identify opportunities, remove friction, and continuously improve the end-to-end customer journey.

Job Responsibilities

• Own and deliver a portfolio of sub-segment initiatives by translating segment priorities into executable roadmaps, milestones, operating cadences, and KPIs/OKRs, and driving work from plan through launch and optimization.
• Lead end-to-end program execution by scoping requirements, aligning cross-functional partners, managing timelines and dependencies, surfacing risks, and driving mitigation to deliver on-time and on-budget.
• Diagnose and resolve client and banker friction using structured problem-solving and design thinking; translate pain points into coordinated operational, digital, and product enhancements that improve satisfaction and retention.
• Develop data-driven business cases and value hypotheses by synthesizing insights (including financial analysis as needed), sizing impact, securing approvals, and tracking value realization post-launch.
• Design and optimize customer journeys collaborating with Marketing and Digital to shaping test-and-learn approaches and iterating based on performance signals and dashboards.
• Communicate and influence senior stakeholders by maintaining disciplined governance and executive-ready updates that highlight progress to plan, KPI trends, key decisions, risks, and recommended actions—while monitoring external/competitive trends to inform adjustments.

Required qualifications, skills, and capabilities

• Bachelor’s degree in Business, Finance, Marketing, or a related field; or equivalent work experience
• Minimum of 5 years in Business Banking or Consumer Banking strategy, or comparable strategy/consulting/program leadership experience, with exposure to Small Merchant Business (SMB) or Small Business clients
• Demonstrated ability to lead complex, cross-functional initiatives from concept to launch and iteration; strong project/program management discipline
• Strong business case and prioritization skills, including comfort with financial impact modeling and risk/feasibility trade‑offs
• Excellent stakeholder management and communication; ability to collaborate effectively and influence without direct authority across partner teams
• Proactive, organized self-starter; strong judgment balancing speed and risk; own accountability for outcomes
• Ability to travel occasionally for meetings, client events, and branch visits

Preferred qualifications, skills, and capabilities

• MBA or equivalent advanced degree
• Experience developing/executing strategic plans within a sales organization
• Competency in leveraging AI tools to support strategy development and accelerate planning/execution
• Exposure to digital onboarding, sales enablement, customer-journey optimization, and/or go-to-market execution in financial services

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

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.

Equal Opportunity Employer/Disability/Veterans