Engagement Manager, Commercial Bank Strategy

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.

Duties And Responsibilities

• 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.

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.
• 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).
• Prior experience in commercial banking strategy, wealth management, or business transformation consulting.