AVP, Technology Strategy and Operations

Chevron Federal Credit Union is one of the top-run credit unions in the country – and one of the largest, with $5 billion in assets. Our corporate culture emphasizes work-life balance, mutual respect, diversity, and providing a voice for every employee. The Team Spirit Committee runs fun activities and charitable events throughout the year.

About the role

The AVP, Technology Strategy & Operations serves as the operational leader for the Technology and Delivery organization and acts as a trusted operator, strategist, integrator, and execution partner to the Chief Information Officer. This role manages the business operations of Technology & Delivery by translating strategic priorities into coordinated execution, driving decision follow-through, strengthening leadership cadence, operating governance processes, and providing executive-ready synthesis so that reporting and decision materials are timely, accurate, and actionable.

The role increases CIO capacity by reducing operational friction, improving follow-through on decisions and commitments, and creating the management systems needed to support a growing and increasingly complex technology organization. This is a senior business operations and execution role intended to improve leadership effectiveness, strengthen accountability, and help Technology & Delivery operate with clearer priorities, stronger governance, and better executive visibility.

Responsibilities

• Executive Office Operations & Leadership Cadence:
  • Manages and continuously improves the operating rhythm of the CIO Office, including leadership meetings, strategic reviews, planning sessions, quarterly checkpoints, and governance forums
  • Supports effective use of the CIO's time by coordinating scheduling, preparation, and follow-up across meetings, planning sessions, and organizational commitments, while keeping the CIO accessible and responsive to staff and stakeholders
  • Prepares agendas, executive briefing materials, speaking points, pre-reads, and decision-support documents
  • Maintains action logs, decision registers, commitment trackers, and follow-up mechanisms that improve accountability and reduce operational drift
  • Coordinates with CIO direct reports and key stakeholders to ensure decisions and commitments move to closure
  • Plans and supports cross-department leadership meetings, monthly and quarterly business reviews, annual planning sessions, and other executive operating forums
  • Ensures Technology departmental compliance with CU and industry mandates, policies and procedures, regulations, etc.
• KPI Reporting, Metrics & Executive Dashboards:
  • Owns the preparation, coordination, and quality control of Technology & Delivery KPI reporting
  • Consolidates monthly departmental KPI submissions into executive-ready presentations and dashboards
  • Analyzes performance data, identifies trends, summarizes risks, and surfaces operational or strategic implications for leadership review
  • Develops and maintains scorecards and reporting frameworks that improve visibility into delivery, service quality, risk, capacity, and execution progress
  • Ensures reporting is consistent, accurate, polished, and aligned to the intended executive audience
  • Prepares materials for Senior Management Team reviews, Strategic Council discussions, Board updates, Supervisory Committee presentations, and other executive forums
• Portfolio Alignment & Strategic Execution:
  • Translates CIO & CU priorities into clear execution themes and direction, ensures initiatives, projects, and operational priorities ladder to CIO-level outcomes and enterprise objectives
  • Surfaces misalignment, dependencies, and resourcing conflicts early and coordinates course-correction across teams
  • Ensures strategic priorities remain aligned with delivery execution and that commitments translate into measurable outcomes
• Governance, Portfolio Oversight & Decision Support:
  • Operates the Technology Governance framework and associated governance forums, including agendas, pre-reads, materials, decision documentation, minutes, and action tracking
  • Coordinates Executive Steering Committees and strategic review meetings for technology-related initiatives and cross-functional priorities
  • Partners with PMO leadership to improve portfolio visibility, reporting quality, prioritization, escalation discipline, and governance maturity
  • Identifies cross-functional dependencies, execution risks, resource conflicts, and unresolved decisions that require leadership attention
  • Frames issues with clear context, options, tradeoffs, and recommended next steps to enable timely executive decision-making
  • Monitors follow-through on governance decisions and leadership commitments to ensure decisions translate into execution
• Strategic Planning & Business Operations:
  • Supports annual operating plan development, quarterly planning, strategic reviews, and leadership goal-setting activities for Technology & Delivery
  • Tracks progress against department objectives, strategic initiatives, operating commitments, and executive priorities
  • Translates CIO priorities into actionable themes, milestones, owners, and success measures
  • Conducts research, analysis, benchmarking, and synthesis to support executive recommendations and organizational decisions
  • Identifies opportunities to improve planning discipline, management processes, communication effectiveness, and execution accountability
  • Maintains visibility into major organizational initiatives and helps ensure they remain aligned to Technology & Delivery objectives
• Executive Communications & Decision Support:
  • Drafts executive communications, leadership updates, presentations, talking points, briefing notes, and organizational summaries
  • Develops concise executive-ready narratives from complex operational, technical, and project information
  • Synthesizes updates into concise briefs that flag risks, dependencies, and decision points, and prepares the CIO for CEO, Board, and peer interactions
  • Represents CIO intent in selected forums when delegated, ensuring priorities and expectations are communicated accurately
  • Coordinates communication across Technology & Delivery leadership teams to ensure priorities, decisions, and expectations are consistently understood
  • Ensures messaging is strategically sequenced, clear, professional, aligned to audience expectations, and consistent with organizational priorities
• Leadership Team Effectiveness & Accountability:
  • Drives accountability for leadership commitments, action items, operational reviews, and assigned follow-up activities
  • Filters, triages, and resolves cross-functional issues before they require CIO attention, managing escalations with clear framing and options and driving closure on lingering inter-team actions and dependency gridlock
  • Strengthens the leadership team's operating rhythm by tracking commitments, coordinating follow-through, and surfacing bottlenecks or competing priorities for the CIO's attention — operating through influence and coordination rather than direct authority over CIO direct reports
  • Facilitates organizational inspections and reviews that improve execution quality, decision discipline, and management follow-through
  • Identifies bottlenecks, coordination gaps, and recurring friction points that affect Technology & Delivery effectiveness
  • Promotes consistent management disciplines, reporting standards, governance expectations, and leadership communication practices
  • Supports CIO direct reports by improving clarity around priorities, timelines, decision points, and expected outcomes
• Strategic Initiatives & Special Projects:
  • Leads or coordinates internal technology initiatives assigned by the CIO, especially efforts requiring cross-functional alignment, executive synthesis, or operating model discipline
  • Supports initiatives such as AI governance, data management, knowledge management, digital banking, PMO maturity, technology governance, and organizational effectiveness as assigned
  • Serves as the CIO delegate for selected workstreams or forums when appropriate
  • Partners with business and technology stakeholders to advance enterprise priorities, translates vision to clear & executable direction, resolve ambiguity, and maintain execution momentum
• Other duties as assigned

Requirements

• Experience and Education:
  • 8 to 12 years of related experience in technology operations, business operations, strategy, PMO leadership, management consulting, governance, transformation, portfolio management, or executive office operations required
  • Bachelor’s degree in business administration, technology management, information systems, organizational leadership, finance, or related field preferred
  • MBA or other relevant graduate degree preferred
  • Experience supporting senior executives, executive leadership teams, governance forums, people and technology change management, and enterprise-level decision-making strongly preferred
  • Experience preparing executive presentations, KPI decks, board-level materials, dashboards, scorecards, or strategic planning materials strongly preferred
  • Experience in financial services, credit union, banking, technology, consulting, or regulated environments preferred
  • Equivalent combination of education and experience may substitute for stated qualifications
• Key Accountabilities:
  • Operate the CIO Office rhythm, including leadership meetings, governance forums, planning sessions, decision logs, and action tracking
  • Own preparation and coordination of monthly Technology & Delivery KPI reporting and executive dashboards
  • Run the Technology Governance operating model, including forums, agendas, pre-reads, decisions, minutes, and follow-up actions
  • Support annual operating planning, quarterly reviews, portfolio visibility, and prioritization discussions
  • Prepare executive-ready materials for Senior Management, Strategic Council, Board, Supervisory Committee, and other leadership audiences
  • Proactively surface risks, dependencies, resource conflicts, and decision points requiring CIO or executive attention
  • Improve leadership team accountability, communication, coordination, and follow-through across Technology & Delivery

Skills

• Executive synthesis: ability to distill ambiguity into clear narratives, options, and decision frameworks
• Enterprise operating capability: ability to design cadence, track commitments, and drive outcomes through influence
• Portfolio fluency: understanding of technology delivery, service operations, governance, and risk management
• Communication excellence: crisp writing, structured facilitation, and stakeholder management at senior levels
• Exceptional written and verbal communication skills, including the ability to create concise executive narratives and decision-ready materials
• Strong business acumen with the ability to connect technology operations, governance, strategic priorities, and organizational outcomes
• Advanced ability to synthesize complex, ambiguous, or incomplete information into clear options, recommendations, and next steps
• Strong facilitation, influence, stakeholder management, and cross-functional coordination skills
• Demonstrated ability to operate through influence and accountability without relying solely on formal authority
• Strong analytical, problem-solving, organizational, and prioritization skills
• Ability to manage multiple priorities, deadlines, executives, and cross-functional activities in a fast-paced environment
• High degree of discretion, judgment, professionalism, confidentiality, and executive presence