Senior Director, Strategy and Business ManagementThis is a highly visible role for an experienced banking or financial services professional who combines exceptional analytical and financial capabilities with strategic thinking, business acumen, and a strong execution mindset.
The ideal candidate is
a builder and strategic problem-solver who can take broad concepts and translate them into well-developed business cases, financial models, operating strategies, and actionable plans. This individual anticipates needs, identifies opportunities and gaps, challenges assumptions constructively, and independently advances initiatives with limited direction.
Working closely with senior leadership, this position will play an important role in connecting specialty finance, deposits, treasury services, corporate banking, and loan and asset acquisition opportunities into comprehensive client relationship strategies. Success requires the ability to see the broader business opportunity, navigate organizational complexity, build credibility across the Bank, and turn strategic ideas into measurable results.
What You'll DoStrategy Development & Business Execution- Partner closely with Specialty Finance leadership to translate strategic direction and emerging business opportunities into actionable plans, priorities, and measurable outcomes.
- Independently develop business cases, financial models, product strategies, executive presentations, operating models, and implementation plans to support business decisions.
- Evaluate new business opportunities, challenge assumptions, identify gaps, and develop recommendations that consider financial, operational, technology, regulatory, and organizational implications.
- Anticipate needs and proactively advance initiatives, bringing forward well-developed recommendations and solutions rather than waiting for detailed direction.
- Establish project milestones, deliverables, accountability, and execution plans to move complex initiatives from concept through implementation.
- Business Development & Integrated Relationship Strategy
- Support the development and expansion of products and capabilities across specialty finance, deposits, treasury services, corporate banking, home equity, Partner Lending, and loan and asset acquisitions.
- Identify opportunities to connect the Bank's products and services into comprehensive, mutually beneficial client relationship strategies.
- Evaluate client and business opportunities from an enterprise perspective, considering relationship profitability, funding needs, liquidity, credit exposure, operational capabilities, and long-term strategic value.
- Partner with Treasury, Deposit Operations, Finance, and other business leaders to develop integrated banking and funding solutions.
- Help identify new markets, products, partnerships, and business models that support sustainable growth.
Financial Analysis & Business Modeling- Develop detailed financial models, business cases, profitability analyses, and operating scenarios to evaluate strategic initiatives and investment opportunities.
- Assess product economics, funding costs, capital requirements, liquidity considerations, financial returns, and relationship profitability.
- Translate complex financial and operational information into clear recommendations that support executive decision-making.
- Identify key assumptions, sensitivities, risks, and dependencies and evaluate their potential impact on business outcomes.
- Prepare executive-level presentations, strategic recommendations, and Board and committee materials that communicate opportunities, tradeoffs, and proposed actions.
Cross-Functional Leadership & Organizational Influence- Build strong, credible relationships across Credit, Finance, Treasury, Deposit Operations, Corporate Banking, Technology, Legal, Risk, Compliance, and Operations.
- Navigate competing priorities, differing perspectives, and organizational challenges constructively to build alignment and advance strategic initiatives.
- Influence decisions and drive accountability across teams without relying on formal reporting authority.
- Serve as a trusted strategic partner to senior leadership while independently developing relationships and credibility throughout the organization.
- Coordinate vendor evaluations, technology implementations, operational readiness, and new-product approval processes.
- Identify and address obstacles early, maintaining momentum and ensuring initiatives progress toward successful execution.
What You Bring- 8-12 years of progressive experience in banking, specialty finance, corporate strategy, management consulting, investment banking, transaction advisory, corporate banking, treasury management, or a related discipline.
- Demonstrated success translating broad strategic concepts into financial models, business cases, operating plans, and executable initiatives.
- Exceptional analytical and financial modeling capabilities, with the ability to independently develop decision-ready recommendations and executive-level materials.
- Strong understanding of bank economics, including credit, deposits, liquidity, funds-transfer pricing, capital, return measures, and relationship profitability.
- Experience across multiple banking disciplines, such as specialty finance, commercial or corporate banking, deposits, treasury services, mortgage banking, loan and asset acquisitions, or capital markets.
- Demonstrated experience building or launching financial products, business lines, distribution channels, or operating capabilities.
- Strong strategic and enterprise-level thinking, with the ability to recognize connections across products, business functions, and client relationships.
- A proactive, resourceful approach with the ability to identify what needs to be done, create structure in ambiguous situations, and independently move work forward.
- Proven ability to navigate complex organizations, influence stakeholders, resolve competing priorities, and drive execution without direct authority.
- Excellent business judgment, critical-thinking, problem-solving, and decision-making skills.
- Strong executive presence and exceptional written and verbal communication skills, including the ability to present complex ideas clearly and persuasively.
- Advanced proficiency in Microsoft Excel and PowerPoint, with the ability to develop sophisticated financial models and polished executive presentations.
- Experience with bank core platforms, deposit operations, treasury-management solutions, or financial-system implementations strongly preferred.
- Management consulting, investment banking, banking strategy, or new-business launch experience preferred.
- Bachelor's degree in Business, Finance, Economics, Accounting, Management, or a related field required; equivalent significant professional experience may be considered.
- MBA, CFA, CPA, or relevant graduate degree preferred but not required.
Benefit Information- Medical
- Dental
- Vision
- Life, LTD, & AD&D
- Dependent Care Spending Plan (DCSA)
- Employer Stock Ownership Plan with 401(k) feature and company match
- Complimentary Banking Services
- Tuition Assistance
Ready to Apply?If you're a strategic thinker, accomplished financial analyst, and business builder who thrives on turning complex ideas into actionable results, we want to hear from you.
At Northpointe Bank, this is more than a job - it's the
POWER of a CAREER.
