Senior Manager, Corporate Strategic Planning

About the role

This role will oversee the execution of the Bank’s Strategic Planning Process through development, progress monitoring and collaboration across management levels to achieve effective development of the bank’s 3-year strategic plan. This role reports to the leader of Corporate Strategy & Planning under the CFO and will support the bank’s executive leadership team and their sub functions.

Responsibilities

• Oversee the development and execution of the annual enterprise-wide strategic plan, working alongside bank’s senior management to achieve proper planning of business initiatives to align with the overall growth strategy, and safety and soundness of the Bank.
• Support the executive leadership team to determine the bank’s corporate priorities and enterprise initiatives for the Bank by developing line of business strategic plans in partnership with business leaders & strategy business partners while identifying recurring issues to help mitigate enterprise risks.
• Lead the intake, alignment & prioritization evaluation of business & corporate support initiatives gathered from the Strategic Planning process that best provides enterprise level impact, business growth & shareholder value.
• Evaluate implications of operating environment and competitive landscape factors by understanding key economic, industry, product and bank trends to support development of strategy materials.
• Facilitate internal discussions with senior business executives to ensure alignment between corporate strategy and functional areas. Partner with business & technology leaders to help identify, evaluate, research emerging opportunities with potential to materially impact banking industry, accelerate business growth and drive efficiency gains.
• Oversee the Bank’s Strategic Plan integration through extensive enterprise processes to enhance the interconnectivity of strategic planning into the annual budget process, operational planning, capital planning, risk appetite and technology investment committees.
• Support the implementation and management of the Bank’s Management KPI Methodology, working cross functionally with executive stakeholders to ensure buy-in of execution.
• Support the Executive Quarterly Business Review meetings to ensure alignment of business initiatives, KPI’s, KRIs, and financial budgets towards the bank’s Strategic Plan growth objectives and financial targets.
• Comfortable with a 10-15% travel schedule to attend offsite executive planning sessions and to attend various banking & industry aligned conferences to gather industry insights.

Requirements

• Advanced knowledge of the banking sector and financial services, including an understanding of bank products, services, regulations, policies and procedures, with an emphasis on deposit markets, commercial & industrial lending, commercial real estate and various niche markets.
• Bachelor’s degree from a four-year college or university is required – MBA Degree Preferred.
• 8+ years of relevant experience in enterprise strategic planning through an internal strategy or planning team or through a management or strategy consulting firm or within the Financial Services industry.
• Expert at managing business, risk, finance and technology stakeholder expectations utilizing strategic or business planning prioritization metrics analyzing bank investments & budgets to achieve a corporate strategy.
• Expert at advising enterprise level planning, transformation efforts & initiatives and creating / presenting executive and board level presentations while managing ambiguity throughout the creative process.
• Entrepreneurial & proactive in identifying opportunities and solutions utilizing your strong business acumen and analytical problem-solving skills to help inform decision-making for senior leaders.

Qualifications

Competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program.

Benefits

• Ownership stake in the company.
• Medical and dental insurance.
• Time off.
• A great 401k matching program.
• Tuition assistance program.
• An employee volunteer program.
• A wellness program.

Skills

• Knowledge of banking sector and financial services.
• Understanding of bank products, services, regulations, policies and procedures.
• Experience in enterprise strategic planning.
• Strong business acumen and analytical problem-solving skills.

Benefits

• Competitive salaries.
• Ownership stake in the company.
• Medical and dental insurance.
• Time off.
• A great 401k matching program.
• Tuition assistance program.
• An employee volunteer program.
• A wellness program.