JOB DESCRIPTION
Position Overview
This is a highly visible, enterprise-wide role reporting directly to the Chief of Staff. The individual will serve as a critical partner in coordinating strategic planning, supporting the execution of key initiatives, and enabling senior leadership effectiveness.
Acting as a connective force across business lines, this role ensures alignment, clarity, and forward momentum on the organization’s most important priorities. The position requires a strong blend of strategic thinking, financial acumen, analytical rigor, and executive communication skills.
The ideal candidate is equally comfortable analyzing data, developing executive-level materials, and embedding within initiatives to drive progress and measure results.
Key Responsibilities
Strategic Planning & Execution
- Play a central role in the development and execution of the bank’s multi-year strategic plans.
- Partner with business leaders to shape, refine, and align strategic priorities across the organization.
- Evaluate and challenge strategic initiatives to ensure they are actionable, measurable, and aligned with enterprise objectives.
- Track progress against key priorities and help drive accountability for results.
Enterprise Initiatives & Project Leadership
- Lead and support high-impact, cross-functional initiatives critical to enterprise success.
- Embed within key initiatives to accelerate execution and ensure progress against defined goals.
- Coordinate efforts across business lines to drive alignment in strategy development and implementation.
Executive Communications & Storytelling
- Develop executive-level presentations, memos, and Board-ready materials.
- Translate complex data and concepts into clear, compelling narratives that inform decision-making.
- Partner closely with senior leaders to refine messaging and ensure strategic clarity.
Financial & Analytical Insights
- Analyze financial performance, business metrics, and operational data to support strategic decision-making.
- Interpret results and identify key drivers of performance, risks, and opportunities.
- Establish frameworks and identify data requirements to effectively evaluate business initiatives.
Stakeholder Engagement
- Build strong, trusted relationships across the organization, including senior leadership.
- Facilitate discussions and working sessions to align priorities and drive outcomes.
- Serve as a collaborative partner across functions, promoting transparency and alignment.
Qualifications
- 5+ years of relevant experience in strategic planning, management consulting, banking, or corporate strategy
- Bachelor’s degree in business, finance, economics, or a related field strongly preferred
- Experience supporting or leading strategic planning efforts, preferably within financial services or commercial banking
- Proven ability to work across multiple business lines on complex, enterprise-level initiatives
- Experience supporting senior executives, including preparation of materials for high-level strategic discussions.
- Demonstrated experience building and tracking KPIs, dashboards, and performance metrics.
- Demonstrated ability to effectively communicate with and influence senior executives, leading discussions with clarity, confidence, and strategic insight.
- Strong proficiency in Microsoft Office Suite, with advanced skills in Excel (data analysis and reporting), PowerPoint (executive presentations), and Microsoft Teams (collaboration and communication).
- Proven ability to lead or support enterprise transformation or change initiatives
Core Skills & Capabilities
- Strategic Thinking: Ability to connect enterprise priorities to actionable plans.
- Analytical Rigor: Strong financial and data analysis skills with the ability to generate actionable insights.
- Business Acumen: Understanding of banking products, services, and financial drivers.
- Executive Communication: Exceptional presentation and storytelling skills.
- Influence & Relationship Building: Ability to build trust and effectively engage stakeholders at all levels.
- Execution Focus: Track record of driving initiatives forward and delivering measurable outcomes.
- Ownership Mindset: Proactive, self-starter with strong follow-through.
Key Attributes
Benefits & Culture
Our goal is to offer our colleagues the most generous benefits package possible. We provide a comprehensive suite of benefits designed to support your health, financial security, and overall, well‑being. Benefits include: competitive compensation with performance‑based incentive awards, health and dental insurance, a 401(k) and DC retirement plan, LTD and life insurance, paid vacation, day care reimbursement, tuition assistance for undergraduate and graduate programs, an award‑winning wellness program, and much more!
