Full Job Description
Role:
The Manager of Expansion Services leads the Expansion Services department - the dedicated growth-execution team within the Project Management Division - under the direction of the VP of Project Management. Responsible for leading the organization's strategic growth work, including mergers and acquisitions, branch construction and builds, market expansion, and ITM deployments. Directs the technical and project management of these initiatives from due diligence through integration and close-out, with substantial scope, impact, risk, and complexity. Manages and develops the department's staff, aligns expansion deliverables with strategic objectives, coordinates cross-functional and external partners, tracks resource allocation, and escalates potential conflicts appropriately. Ensures expansion activities are timely and completed in accordance with established organizational quality standards, regulatory requirements, and guidelines.
Essential Functions & Responsibilities:
E 30% Directs and is responsible for planning, developing, and executing the organization's strategic growth initiatives - mergers and acquisitions, branch construction and builds, market expansion, and ITM deployments - including deliverables, resources required, timelines, major milestones, budgets, asset onboarding, post-project hand-off/support, and communication.
E 20% Leads mergers and acquisitions due diligence coordination and integration planning; manages multi-domain diligence frameworks, cross-functional workstreams, and executive and stakeholder reporting throughout the deal lifecycle.
E 15% Manages branch build and construction project delivery in partnership with Facilities, external general contractors, architects, and consultants; oversees permitting coordination, change order documentation, and vendor deliverables.
E 15% Supervises, coaches, and develops Expansion Services staff, assigns and balances workloads, resolves staffing and performance issues, and oversees recruitment and training.
E 10% Tracks resource allocation and capacity, escalates potential conflicts to the TBD, and coordinates cross-departmental dependencies with Project Services and other divisions.
E 5% Monitors the progress of all expansion initiatives against established goals and timelines, ensuring regulatory and quality standards are met, and provides continuous status communication to senior leadership.
N 5% Performs other job-related duties as assigned.
Performance Measurements:
1. Leads the initiation, planning, and execution of complex expansion and acquisition initiatives while adhering to organizational delivery, quality, and budget standards. Ensures all diligence, integration, and construction documentation is complete, accurate, and timely.
2. Coordinates due diligence and integration activities across internal domains and external partners; ensures findings, risks, and dependencies are documented and escalated appropriately.
3. Supervises and coordinates work performed by team members. Resolves all staffing, coaching, and performance issues; responsible for team member motivation and oversees recruitment and training.
4. Generates reports relating to expansion and acquisition status promptly and provides recurring updates to executive stakeholders as requested.
5. Coordinates with internal partners, vendors, general contractors, and outside advisors as needed to meet project deadlines. Reviews specifications and deliverables for adherence to project and regulatory requirements.
6. Ensures Senior Management is appropriately informed of area activities, potential risks, and/or significant problems, and that adequate communication is maintained to all appropriate parties.
Knowledge and Skills:
Experience Three to five years of similar or related project management, mergers and acquisitions, or strategic initiative experience, including prior lead or supervisory experience. Thorough knowledge of Credit Union operations. Previous financial institution experience preferred, with exposure to mergers and acquisitions, due diligence, construction or facilities project coordination, and/or market expansion. Experience in vendor management and regulatory coordination (e.g., NCUA and state regulatory processes). PMP certification preferred.
Education (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology or project management certifications in lieu of a degree).
Interpersonal Skills Work frequently involves exercising advanced conflict resolution, giving material presentations, and resolving issues impacting multiple departments or divisions. Role also requires the ability to motivate or influence others as a material part of the role, with a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an important part of the role and a high level of interpersonal skills is critical to the success of this position.
Other Skills Must have excellent resource management, strategic planning, and communication skills. Ability to discuss technical and financial issues effectively with technical professionals, executive stakeholders, and external partners. Demonstrated strong analytical and problem-solving skills. Strong knowledge of project management, due diligence, and integration principles, frameworks, and best practices. Ability to read, write, comprehend, and speak English clearly.
Physical Requirements This role requires sitting at a computer for most of the day. This role would also need the ability to file files, open filing cabinets, and bend or stand as necessary.
Work Environment The position is based in-office in our Pensacola, Florida market, operates primarily in an office setting, and routinely uses standard office equipment, including computers, printers, and phones. This position requires consistent in-office presence to collaborate with team members and fulfill job responsibilities effectively. It requires actively participating in conference calls and meetings with other Credit Union team members and vendors. The standard expected work schedule is Monday through Friday, 8:00 a.m. to 5:00 p.m. After-hours work or travel is required to meet project deadlines or attend conferences, seminars, or meetings. Must adhere to safety rules and regulations.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
