Director-Commercial & Private Bank Strategic Planning & Transformation

Location: Nationwide, MI 48098

About the Role

The Senior Director of Commercial & Private Bank Strategic Planning & Transformation manages the strategic planning function for the Commercial & Private Bank, including design and development of formal strategic plans, regulatory presentations, internal communications, enterprise initiatives, and budgets. Additionally, this role oversees the incentive and sales management function, including incentive design, goal setting, sales enablement, tracking, and market intelligence.

Responsibilities

• Strategic Planning: Leads the ongoing development of strategic plans for Commercial & Private Bank (C/PB) and its business units. Works directly with line of business leaders to design and formalize strategic plans around expansion, transformation, growth, and the appropriate measures, targets, risks, and dependencies.
• BUR/BOD/ALCO/Regulatory Presentations: Designs presentation content for key internal and external stakeholders. Collaborates closely with the Reporting team to manage design and content.
• Internal Communications: Manages all internal communications to ensure timely and effective dissemination of critical information across C/PB.
• Enterprise Initiatives: Leads and directs enterprise-level initiatives within C/PB (e.g., Expense Transformation), coordinating and collaborating across all C/PB leadership and functions.
• Budgets: Translates business plans into top-level budgets for C/PB and its business units. Designs goal-setting processes and standards for all C/PB roles, ensuring alignment with budgets and strategies.
• Incentives and Sales Management:
  • Designs and executes incentive plans for C/PB.
  • Designs and executes referral programs (internal and third parties).
  • Designs and executes recognition programs.
  • Oversees sales enablement functions (data, tools, tracking, etc.).
  • Oversees sales tracking, productivity measurement, and benchmarking.
  • Oversees market intelligence function.
  • Responsible for talent management functions, including employment, performance evaluations, staff development/training, disciplinary actions, succession planning, and ensuring compliance with regulatory requirements.
• Performs special projects and additional duties as required.
• Consistently adheres to regulatory and compliance policies and standards, completing required compliance trainings.
• Maintains compliance with applicable federal, state, and local laws and regulations.

Requirements

• Education: High School diploma or equivalent (GED, HiSET, TASC) or foreign equivalent.
• Experience: 15+ years of proven progressive business strategy and analytics-related experience, preferably in the financial industry.
• Demonstrated hands-on experience and willingness to dive into data sets, identify patterns, perform data validation, cleanup, and transformation for business analysis.
• Expertise in business analytics and tools.
• Advanced analytical and problem-solving skills, with the ability to explain complex concepts succinctly and effectively.
• Strong personal organization with excellent oral and written communication skills, including the ability to present to and influence senior and executive management.
• Creative problem-solving ability to develop alternative solutions.
• Advanced MS Access and MS Excel skills.

Preferred Qualifications

• Master’s Degree (or postgraduate equivalent) in Finance or Accounting.

Skills

• Advanced analytical and problem-solving skills with a keen eye for detail and accuracy.
• Strong initiative, good judgment, and resourcefulness.
• Strong collaborator, recognized for building credibility, commitment, and energy within the team and with business leaders.
• Comfortable working in a fast-paced and complex environment.
• Detail-oriented, with the ability to handle multiple assignments promptly and effectively.
• Highly adaptable and comfortable with ambiguity.
• Ambitious, resourceful, and results-oriented; highly innovative.
• Focused on business value creation through continuous improvement and innovation.
• Energetic and positive contributor who can build a highly motivated and high-performance team.
• Advanced analytical skills with the ability to synthesize complex and diverse information, research data, and draw conclusions.
• Strong interpersonal skills and relationship management.
• Creative problem solver: ability to quickly grasp business issues and develop optimal solutions, finding creative ways to resolve complex issues among demanding parties to achieve “win-win” resolutions.
• Ability to design and strategize as well as execute and implement.
• Accountable with a strong sense of ownership.
• Ability to analyze, collect, research, and understand complex data.
• Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross-functional insights.
• Aligns relationship-building efforts with enterprise goals to accelerate performance and drive strategic results.
• Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
• Fosters or supports a positive work culture and productive work environment, displaying the importance of effective relationships with customers and stakeholders.

Physical Demands

The job requires a moderate degree of physical exertion and stamina, such as standing, sitting, walking, driving, or infrequent lifting.

Pay

Pay Range: $189,375.00 - $303,000.00