Regions Financial Corporation

Strategic Planning Associate Senior

Regions Financial Corporation$145K — $192K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Finance, or a related field
  • Seven (7) years of experience in financial services
  • Master's degree (preferred)
  • Strong financial acumen including understanding of financial statements and profitability concepts
  • Excellent oral and written communication skills

Responsibilities

  • Assist with strategic and ad hoc analysis to support senior management
  • Aide in articulating the bank's differentiating factors and market threats
  • Analyze group and business-level plans
  • Compile financial information and market analyses for meetings
  • Communicate and edit content from department sources
  • Manage strategic relationships related to equity investments
  • Collaborate on strategic analysis related to Mergers & Acquisitions (M&A)

Benefits

  • Paid Vacation/Sick Time
  • 401K with Company Match
  • Medical, Dental and Vision Benefits
  • Disability Benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life Insurance
  • Parental Leave
  • Employee Assistance Program
  • Associate Volunteer Program
Full Job Description
Job Description:

At Regions, the Strategic Planning Associate Senior assists management with the development of the enterprise-wide strategic plan that reinforces our culture, provides clear business goals, and drives innovations while ensuring that our financial and strategic objectives are achieved. Supports the leadership team in the strategic planning process including organizing and executing the strategic plan. Supports efforts to partner with corporate business units, business segments and support groups to execute the strategic planning process and achieve strategic objectives.

Primary Responsibilities
  • Assists with strategic and ad hoc analysis on the industry, markets, peers, etc. to support senior management as well as strategic planning and execution
  • Aids in the continued development and articulation of the bank's key differentiating factors, opportunities, and threats in the marketplace
  • Analyzes group and business-level plans
  • Compiles financial information and market analyses to prepare for appropriate meeting materials and makes relevant recommendations to senior management
  • Communicates self-generated information as well as compile, edit, and format content provided by others in the department
  • Assists with the management of strategic relationships including those related to equity investment strategies to identify opportunities for long term benefit to the company's overall strategic plan
  • Works with Corporate Development on strategic analysis related to Mergers & Acquisitions (M&A) and other strategic topics
  • Keeps detailed records to maintain the department's compliance
  • Works independently with guidance in moderate to highly complex situations
  • May act as a resource to associates with less experience


This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

This position is incentive eligible.

Requirements
  • Bachelor's degree in Business, Finance, or a related field
  • Seven (7) years of experience in financial services


Preferences
  • Master's degree


Skills and Competencies
  • Ability to work individually and collaboratively
  • Excellent oral and written communication skills
  • Strong ability to work with Microsoft Office Excel and PowerPoint
  • Strong financial acumen including understanding of financial statements and profitability concepts
  • Strong organizational skills with the ability to manage multiple projects at the same time
  • Strong work ethic and self-motivated


This position is intended to be onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations.

Position Type
Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:
$145,944.15 USD
Median:
$192,280.00 USD

Incentive Pay Plans:
This role is eligible to participate in the annual discretionary incentive plan. Employees are eligible to receive a discretionary award based on individual, business, and/or company performance.Opportunity to participate in the Long Term Incentive Plan.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
  • Paid Vacation/Sick Time
  • 401K with Company Match
  • Medical, Dental and Vision Benefits
  • Disability Benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life Insurance
  • Parental Leave
  • Employee Assistance Program
  • Associate Volunteer Program


Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.

https://www.regions.com/about-regions/welcome-portal/benefits

Location Details
Regions Center

Location:
Birmingham, Alabama

About Regions Financial Corporation

Regions Financial Corporation Careers

There has never been a more opportune time to join our expansive team at Regions Financial Corporation—the leading network of financial professionals dedicated to innovation, leadership, and service. Work You’ll Do Join Regions Financial Corporation’s top-tier team to assist some of the nation’s most dynamic businesses and individuals in navigating their financial journeys with expertise and integrity. Transform financial management and customer service with the brightest minds at Regions, where we prioritize leadership, diversity training, and digital innovation. Lead from a unique position in the marketplace, at the crossroads of finance, personalized service, and strategic growth. Work with a nationwide team of financial advisors to help clients achieve their dreams through tailored financial solutions. Collaborate with the largest group of finance experts in the industry—empowering professionals through a culture of support and continuous learning. Introducing the Regions Financial Corporation Business Group Advisory We are building a market-leading Advisory team to help some of the most well-known companies and individuals master their financial management with cutting-edge solutions. Do Innovative Work Join the largest group of financial experts—dedicated professionals at the intersection of technology, personalized service, and strategic innovation. Deliver targeted financial solutions through a depth and breadth of consulting experience and innovation that’s second to none. Be Part of a Great Team Work on a wide range of financial services and harness the unparalleled capabilities, national scale, and joint solution development of our powerhouse teams. Future-Proof Your Career Advance as far as your ambition takes you with limitless opportunities to grow your career with unmatched training, development, and certification support. Explore Discover how Regions Financial Corporation is leading the way in predictive financial solutions and personalized client services. Stay Connected Join Our Team Search open positions that match your skills and interests. We look for passionate, curious, creative, and solution-driven team players. SEARCH REGIONS JOBS Keep Up to Date Stay ahead with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. READ CAREERS BLOG Job Alert Emails Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. See what exciting and rewarding opportunities await in employment, internships, and professional growth at Regions Financial Corporation.
Learn more about Regions Financial Corporation
Size
19,723 employees
Market Cap
$19.9 billion
Industry
Net Income
$1 billion
Founded
1971
5 Year Trend
+1.4%
NASDAQ

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