Strategy & Strategic Program Manager

Position Summary

The Strategy and Strategic Program Manager will play a key role in positioning Purpose Financial to deliver on its Executive Strategy through aligning the organization towards common objectives, monitoring and communicating strategic outcomes.

Job Responsibility

• Strategic Vision and Key Initiatives Collaboration

• Demonstrate an analytical and strategic mindset by effectively communicating Purpose Financial's strategic vision and engaging strategic initiative leaders and business sponsors to build a strategic roadmap.
• Conduct competitor comparisons and assess initiatives or strategic projects benefits / costs to identify opportunities to translate insights into actionable recommendations, prioritize investments, maximize value creation.
• Develop a thorough understanding of our business capabilities and key elements of business strategies to ensure informed decision-making and maintain the strategic roadmap outlining OKRs, key activities, success metrics, milestones, and timelines.
• Execute and improve strategic initiative governance framework to improve accountability, transparency, and consistency and ensure all key initiatives collectively achieving enterprise scorecard and Purpose Financial strategic vision.
• Identify dependencies & impediments to the strategic roadmap, collaborating with relevant teams to remediate issues and escalate when necessary.
• Develop contents to deliver meaningful updates to the organization, external parties, and stakeholders on Purpose Financial's key initiatives and overall strategic achievement.

• Strategic Planning & Key Initiatives Performance Management

• Collaborate with FP&A to oversee Purpose Financial's 3-year strategic plan process, ensuring seamless alignment between the key initiatives and desired strategic goals.
• Manage strategic plan review, evaluation, and communications to ensure the effective organizational goals and OKRs alignment and promote a comprehensive understanding of the strategic goals across the organizations.
• Collaborate with Finance and the key initiative leads to manage business reviews, including setting objectives and managing agenda, preparing and compiling contents, communications, and follow-up on actions items and track progress between business reviews. Seek feedback and continuously improve business review process.

• Project governance and strategic project management

• Identify opportunities to improve the project governance process to support operation model transformation and strategic project execution.
• Partnership with the product owners (PO) and technical leaders as well as actively participating in PO planning to ensure all ideas are properly prioritized based on resources and expected outcomes.
• Maintain strong relationships within the company to effect change and influence desired outcomes.
• Undertake any other duties as appropriate.

Education Required

• Bachelor’s degree required

Experience Required

• 5+ years of experience working in strategy or strategic program performance management function in a cross-functional environment. Financial service industry preferred.
• 3+ years of strategic planning and performance management experience.
• 3+ years of strategic project management and governance experience, including tracking and planning projects and communicating progress to senior management.
• Proficiency in Microsoft Office, data analysis, and visualization are required. Technical proficiency in Tableau is preferred.
• Ability to interpret data insights, identify opportunities, and influence changes at all levels of the organization.
• Strong leadership, diplomatic and motivational skills including the ability to lead up, across and down multiple business and technology organizations.
• Analytical and critical thinker with ability to connect and facilitate multiple people/functions towards a common outcome.
• Ability to adapt to change and competing demands.

Knowledge Required

• Excellent interpersonal, written, and verbal communications skills needed to communicate in person, by phone, and through email; adaptability and flexibility to changing environment; and comfortable working in a dynamic, high volume, demanding environment.
• Ability to interact professionally and exhibit appropriate social skills. Ability to understand and ensure compliance with policies, procedures, and laws governing our industry/business and products. Ability to develop and maintain business relationships. Ability to quickly learn and successfully utilize any technology related to the role. Must have a good understanding of technology and operations, particularly in consumer financial operations. Has an in-depth understanding of financial services preferred.

Physical Requirements

• Sitting for long periods of time; standing occasionally; walking; bending; squatting; kneeling; pushing/pulling; reaching; twisting; frequent lifting of less than 10 lbs., occasional lifting of up to 20 lbs.; driving and having access during the workday to an insured and reliable transportation; typing; data entry; grasping; transferring items between hands and/or to another person or receptacle; use of office equipment to include computers; ability to travel to, be physically present at, and complete the physical requirements of the position at any assigned location.

Competencies

• Travel Depending on the needs of the business and can range up to/beyond 20% at time%
• Attire Business Casual
• Other Must be eligible to work in the USA and able to pass a background check.

Requisition ID

46063