Lead, Commercial Strategy & Operations

About the role

We are seeking a highly strategic and operationally rigorous Lead, Commercial Strategy & Operations, to serve as a trusted advisor and execution partner within the Office of the President.

This individual will operate as a strategic catalyst, advancing key enterprise initiatives, commercial execution, operating cadence, cross-functional alignment, and organizational effectiveness across the business.

This role is ideal for a professional who combines top-tier strategic problem-solving with exceptional operational execution. The successful candidate will bring experience supporting senior leadership or driving large-scale initiatives within banking, payments, fintech, broader financial services, or adjacent ecosystems, with a proven ability to navigate complex organizations and high-growth environments.

This is a highly visible position with significant exposure to executive leadership, requiring exceptional communication skills, executive presence, analytical rigor, and the ability to navigate ambiguity while delivering measurable business outcomes.

Key Responsibilities

• Commercial Operations & Execution
• Oversee and optimize commercial operating processes across revenue-generating functions.
• Build frameworks and mechanisms to improve organizational effectiveness, execution velocity, and operating discipline.
• Partner closely with Sales, Product, Finance, Operations, Risk, and Strategy teams to advance critical initiatives.
• Monitor key business metrics, identify operational gaps, and proactively recommend sustainable solutions.
• Establish scalable processes and reporting structures to support growth and operational maturity.
• Direct and enhance executive and board-level reporting, including the preparation of board materials, earnings packages, and shareholder letter inputs, ensuring clarity, accuracy, and strategic narrative consistency.
• Support quarterly and annual earnings cycles by coordinating inputs across teams, validating key metrics, and translating performance into clear executive messaging.
• Strategic Planning & Executive Partnership
• Serve as a strategic advisor and operational partner on key commercial priorities and enterprise initiatives.
• Translate executive priorities into actionable operating plans with clear accountability, timelines, and measurable outcomes.
• Lead the preparation and follow-through for executive meetings, strategic reviews, board materials, and leadership operating rhythms.
• Support enterprise decision-making through structured analysis, business insights, and cross-functional synthesis.
• Represent the strategic vision to build alignment across business units and functional leadership.
• Executive Office Operations
• Help manage office priorities, workflows, and special projects.
• Maintain a high degree of responsiveness, discretion, professionalism, and sound judgment.
• Support ad hoc strategic initiatives and organizational challenges as they arise.
• Operate effectively in a fast-paced, high-expectation environment with evolving priorities.
• Build scalable reporting systems and process infrastructure to support business growth and increasing operational complexity.

Qualifications

• 6+ years of experience across strategy, operations, consulting, investment banking, financial services, fintech, or payments.
• Strong foundational background in management consulting, investment banking, or corporate strategy.
• Experience directly supporting or interfacing with senior executive leaders (e.g., CEO, President, CRO, or equivalent enterprise leaders).
• Prior experience in one or more of the following sectors: Consumer banking, Payments, Fintech, Lending, Financial infrastructure, Investment Banking, or Integrated B2B Solutions.
• Demonstrated success leading cross-functional strategic initiatives and operational transformation efforts.
• Experience operating effectively in high-growth or highly-matrixed organizations.
• Exceptional executive communication and stakeholder management skills.
• Highly analytical with strong financial and operational acumen.
• Ability to synthesize complex information into actionable, clear recommendations.
• Strong project management and organizational leadership capabilities.
• Executive presence with the ability to influence and collaborate across all levels of the organization.
• High degree of ownership, urgency, discretion, and accountability.
• Comfortable operating with ambiguity and shifting priorities.
• Deep attention to detail paired with long-term strategic thinking.

Location

New York, NY (In-Office 5 days per week)

Pay Range for New York Based Hires

$150,000 - $200,000 USD