Engagement Manager, Commercial Bank Strategy

Duties and Responsibilities

• Strategic Engagement Leadership - Lead end-to-end strategic and/or transformational engagements across Commercial Banking, including scoping, hypothesis development, analysis, and recommendation delivery
• Partner with business leaders across Middle Market, Corporate and Specialty, Asset Finance, Capital Markets, and shared services to identify and advance strategic priorities
• Manage and lead multiple concurrent engagements and engagement teams with defined timelines, milestones, and deliverables while ensuring quality and strategic rigor
• Executive Materials - Author and co-develop executive management presentations that communicate strategy, progress, and outcomes (inc., Board of Directors presentations, executive summaries, and senior leadership briefing materials)
• Synthesize complex data, market research, and business performance into compelling narratives for the Board, CEO, and CFO audiences
• Cross Functional Coordination - Facilitate alignment across functions (marketing, digital, credit, operations, sales enablement) to ensure strategic initiatives are coordinated and integrated
• Lead workshops, working sessions, and stakeholder alignment meetings to drive consensus and action planning
• Market Research and Competitive Analysis - Conduct market sizing, competitive benchmarking, and best in class assessments to inform strategic recommendations and new market entry decisions
• Leverage expert networks, industry data, and internal analytics to support hypothesis testing and business case development
• Strategic Planning and OKR Management - Contribute to the development and tracking of Commercial Priority Initiatives (CPIs), OKRs, and the annual strategic planning process
• Support Quarterly and Annual business reviews, ensuring initiatives are on track and aligned to segment objectives
• Team Development and Culture - Mentor and develop junior team members (Associates, Analysts) through structured coaching, project collaboration, and professional development
• Champion team culture by advocating for high value, deep engagements over high volume throughput, and by driving initiatives that strengthen team effectiveness

Basic Qualifications

• Bachelor’s/Undergraduate degree in Finance, Economics, Business, Engineering, or a related field
• Worked at a leading management consulting firm, ideally with some experience in financial services
• 5 years of experience including a successful track record of developing investment banking business strategy, management consulting, financial modeling and analysis, competitive analysis, and strategic corporate planning.
• 1+ years experience as an engagement manager/project leader
• Demonstrated ability to work with ambiguity and complex strategic analysis projects
• Strong analytical skills
• Project management skills
• Team player
• Strong communication (written and verbal) skills

Preferred Qualifications

• Master’s degree
• 2+ years of direct experience in strategic management consulting or wholesale financial services strategy is strongly preferred having achieved the role of manager
• Executive-level presence
• Ability to navigate and work with all levels within an organization
• Ability to work and manage with ambiguity
• Strong coaching and mentoring skills
• Strong research skills and desire to expand knowledge
• Ability to synthesize analysis and research into practical strategic insights and recommendations (critical thinking and assessment)
• Ability to manage multiple individuals and complex engagements
• Prior experience in commercial banking strategy, wealth management, or business transformation consulting