Strategy Associate Jobs
Strategy Associate jobs are open across management consulting, corporate strategy, private equity, and financial services, from analyst-track and new-grad roles to senior associate and team lead levels, with common specializations in corporate development, go-to-market strategy, and operational strategy. Find a role that fits from the openings below and apply directly.
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Showing 5 of 2,441+ Strategy Associate jobs
INTRODUCTION
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.
WHO ARE WE LOOKING FOR?
We are seeking an ambitious and detail-oriented Sales Strategy Associate to play a pivotal role in building out and enhancing our go-to-market strategy. This role will enable you to make a significant impact on our team's ability to drive revenue and scale effectiveness. Reporting directly to the VP of National Sales, you will collaborate across teams to deliver measurable outcomes aligned with our 2026 goals.
In this role your work will span across building and enhancing reporting tools, conducting in-depth financial and operational analyses, and identifying opportunities to scale our distribution model effectively. You will also own critical aspects of financial planning, including managing discount budgets and contributing to commission and quota-related initiatives.
WHAT WILL YOU BE DOING?
- Own and deliver ongoing regular reporting and analysis for executive leadership, focused on high-impact strategic initiatives.
- Perform ROI analysis across teams, platforms, tools, products, and features to guide organizational priorities and investments.
- Partner with FP&A to manage commission structures, quotas, and related financial workflows.
- Analyze the sales cycle using data-driven insights to recommend process improvements and efficiency gains.
- Develop visual analytics (e.g., heat maps) to evaluate the current book of business versus total addressable market and identify areas for growth.
- Create and maintain scalable dashboards and reporting tools in platforms like Salesforce, Tableau, and/or Sigma.
- Draft strategic planning documentation to highlight key analysis including strategic memos, presentation decks, etc.
REQUIREMENTS
The Necessities
- Advanced Excel skills, with the ability to work with large datasets and build dynamic models.
- Experience building reporting within and extracting data from Salesforce.
- Proficiency in Tableau and/or Sigma (preferred).
- Background in consulting and/or financial services strategy (highly preferred).
This role will be based in our New York City HQ and will be part of Vestwell's hybrid in-office operation.
COMPENSATION
- The expected base salary range for this position is $70K - $80K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
OUR BENEFITS
We're an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
OUR PROCESS
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.
For your awareness you will only receive correspondence from recruiting@vestwell.com; any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.
INTRODUCTION
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.
WHO ARE WE LOOKING FOR?
We are seeking an ambitious and detail-oriented Sales Strategy Associate to play a pivotal role in building out and enhancing our go-to-market strategy. This role will enable you to make a significant impact on our team's ability to drive revenue and scale effectiveness. Reporting directly to the VP of National Sales, you will collaborate across teams to deliver measurable outcomes aligned with our 2026 goals.
In this role your work will span across building and enhancing reporting tools, conducting in-depth financial and operational analyses, and identifying opportunities to scale our distribution model effectively. You will also own critical aspects of financial planning, including managing discount budgets and contributing to commission and quota-related initiatives.
WHAT WILL YOU BE DOING?
- Own and deliver ongoing regular reporting and analysis for executive leadership, focused on high-impact strategic initiatives.
- Perform ROI analysis across teams, platforms, tools, products, and features to guide organizational priorities and investments.
- Partner with FP&A to manage commission structures, quotas, and related financial workflows.
- Analyze the sales cycle using data-driven insights to recommend process improvements and efficiency gains.
- Develop visual analytics (e.g., heat maps) to evaluate the current book of business versus total addressable market and identify areas for growth.
- Create and maintain scalable dashboards and reporting tools in platforms like Salesforce, Tableau, and/or Sigma.
- Draft strategic planning documentation to highlight key analysis including strategic memos, presentation decks, etc.
REQUIREMENTS
The Necessities
- Advanced Excel skills, with the ability to work with large datasets and build dynamic models.
- Experience building reporting within and extracting data from Salesforce.
- Proficiency in Tableau and/or Sigma (preferred).
- Background in consulting and/or financial services strategy (highly preferred).
This role will be based in our New York City HQ and will be part of Vestwell's hybrid in-office operation.
COMPENSATION
- The expected base salary range for this position is $70K - $80K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
OUR BENEFITS
We're an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
OUR PROCESS
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.
For your awareness you will only receive correspondence from recruiting@vestwell.com; any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.
See All 2,441+ Strategy Associate Jobs
Jump back to the full list of openings and apply to any strategy associate role that fits.
Find Strategy Associate JobsStrategy Associate Job Market
A snapshot from current openings nationwide, updated as new roles post.
Who's Hiring
- Alvarez & Marsal88
- DoorDash74
- JPMorganChase48
- Google34
- Okta33
Top Industries Hiring
- Technology & Software552
- Consulting & Professional Services270
- Biotechnology & Pharmaceuticals260
- Investment & Asset Management225
- Banking & Financial Services130
What Employers Look For
The qualifications that appear most often in strategy associate jobs.
- Bachelor's degree in business, economics, finance, or a related quantitative field
- Strong proficiency in Excel financial modeling and PowerPoint storytelling
- Experience conducting structured analysis and synthesizing findings into clear recommendations
- Familiarity with business strategy frameworks such as MECE, Porter's Five Forces, or scenario planning
- Ability to manage multiple workstreams and meet deadlines in a fast-paced environment
- Exposure to SQL, Tableau, or other data visualization tools is increasingly preferred
Tips for Your Strategy Associate Job Search
Tailor your resume to framework fluency
Strategy associate resumes get screened for analytical frameworks like issue trees, driver trees, and MECE structuring. Name the frameworks you've applied, not just the outputs you produced. Hiring teams want to see how you think, not only what you delivered.
Quantify impact beyond revenue numbers
Generic revenue figures won't differentiate you. Tie your contributions to decision quality, speed to insight, or resource reallocation. Stating that your analysis shifted a product roadmap or reduced a go-to-market timeline is more persuasive than a standalone dollar figure.
Target roles by mandate not just title
Strategy associate postings vary widely. Some sit in corporate development and focus on M&A, others live in ops and run internal transformation. Read the reporting line and first-year deliverables carefully so you apply where your actual experience is the best fit.
Apply early to roles that fit
Migrate Mate lists strategy associate openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a case for every interview round
Most strategy associate interviews include at least one case or structured problem-solving exercise, even at non-consulting firms. Practice structuring answers out loud, not just on paper. Your ability to think through ambiguity in real time matters as much as your final recommendation.
Negotiate scope before you negotiate compensation
Before your offer conversation, clarify what the first six months actually involve: independent project ownership, team support, or a rotational model. Understanding the real scope lets you negotiate from a position of genuine fit rather than title and number alone.
Strategy Associate Jobs: Frequently Asked Questions
Which companies are hiring the most strategy associates?
The companies hiring the most strategy associates right now include Alvarez & Marsal, DoorDash, and JPMorganChase, with the largest share of openings in New York, California, and Illinois, based on current listings on Migrate Mate as of June 2026. Demand is particularly concentrated in management consulting firms, large-cap technology companies, and corporate strategy teams at financial services firms.
How many strategy associate jobs are remote?
About 36% of strategy associate openings are fully remote or hybrid as of June 2026, though availability varies significantly by employer type and function. Roles focused on data-driven competitive analysis or market sizing tend to offer the most remote flexibility, while positions involving cross-functional stakeholder management or executive-level presentations are more likely to require on-site presence.
How do you become a strategy associate?
Most strategy associates enter the role through one of three paths: completing a bachelor's degree in a quantitative or business discipline and joining a consulting firm's analyst program, transitioning internally from a finance or operations role after demonstrating analytical contributions, or completing an MBA and recruiting directly into a corporate strategy team. Building case interview fluency and developing a portfolio of structured analytical work strengthens your candidacy across all three paths.
Can you get hired as a strategy associate without direct experience?
Yes, but you'll need to substitute direct strategy experience with demonstrated analytical thinking from adjacent roles. Finance analysts, product operations coordinators, and research associates regularly transition into strategy roles by emphasizing problem-structuring skills, cross-functional exposure, and the ability to turn ambiguous questions into actionable recommendations. Internships, case competitions, and independent consulting projects can also substitute for full-time experience at the junior level.
What does the strategy associate interview process look like?
The typical process includes an initial recruiter or hiring manager screen, followed by one or two rounds of structured interviews that combine behavioral questions with a case or analytical exercise. Final rounds often involve a presentation or take-home analysis delivered to senior stakeholders. At consulting firms, case interviews dominate. At corporate strategy teams, the emphasis shifts toward business judgment questions, stakeholder communication, and your ability to synthesize complex data into a clear recommendation.
Where can I find and apply to strategy associate jobs?
You can find and apply to strategy associate jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your background and apply directly to each listing. New openings are added regularly, so checking back frequently gives you the best chance of catching roles before they fill.
See All 2,441+ Strategy Associate Jobs
Jump back to the full list of openings and apply to any strategy associate role that fits.
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