Vice President, Strategy & Transformation

About the role

The Vice President, Strategy & Transformation will lead the development and execution of the Credit Union's strategic agenda. This role will oversee the Strategy & Transformation organization, which includes Enterprise Strategy, Corporate Planning, Business Transformation, Continuous Improvement, Technology Strategy, and Performance Management & Analytics.

Responsibilities

• Create a Disciplined Enterprise-wide Strategy Execution Framework That Ensures Strategic priorities are clearly articulated.
• Investments align to strategy.
• Projects deliver measurable business value.
• Governance supports informed executive decision-making.
• Enterprise change initiatives are executed successfully.
• Partner with the Chief of Staff, CEO, and Executive Management Team to refine and operationalize the Credit Union's strategic plan.
• Translate strategic objectives into measurable initiatives, milestones, and outcomes.
• Create and maintain enterprise strategic roadmaps.
• Create a clear linkage between strategic goals, project investments, resource allocations, and performance metrics.
• Support annual and multi-year strategic planning processes.
• Facilitate executive strategy discussions, offsites, and planning sessions.
• Ensure organizational priorities remain aligned with long-term business objectives.
• Lead enterprise transformation initiatives sponsored by executive leadership.
• Establish a structured methodology for strategic initiative delivery.
• Identify and remove barriers to execution.
• Ensure accountability for strategic outcomes across business functions.
• Help leaders develop implementation plans that drive measurable business value.
• Track realization of anticipated benefits and business outcomes.
• Own the enterprise project and initiative portfolio.
• Create a single source of truth for enterprise project visibility.
• Develop transparency into organizational capacity, resource utilization, dependencies, and delivery risks.
• Develop prioritization frameworks that balance strategic value, member impact, regulatory requirements, operational efficiency, financial return, and organizational capacity.
• Ensure projects are sequenced appropriately based upon strategic importance and resource constraints.
• Redesign and modernize the Project Review Board (PRB).
• Implement consistent business-case requirements.
• Standardize project prioritization criteria.
• Ensure executive leadership has visibility into project impacts, dependencies, risks, and resource demands.
• Facilitate executive discussions regarding project prioritization and investment decisions.
• Ensure all significant initiatives are evaluated consistently against strategic objectives.
• Assume leadership of the Project Management Office (PMO).
• Lead and develop the PMO team and IT Project Managers.
• Expand PMO capabilities beyond traditional technology implementations.
• Establish enterprise standards for project delivery, governance, reporting, and risk management.
• Improve project management maturity across the organization.
• Introduce consistent project management methodologies and tools.
• Develop executive-level reporting on project status, risks, dependencies, and outcomes.
• Lead a small Strategy & Transformation team that operates as an internal consulting function.
• Support executives and business leaders with:
  • Business-case development.
  • Cost-benefit analysis.
  • Process improvement initiatives.
  • Organizational design.
  • Transformation planning.
  • Program management.
  • Operational assessments.
  • Strategic recommendation development.
  • Deploy team resources to the organization's highest-priority initiatives.
  • Partner with leaders across the organization to define strategic success measures.
  • Develop scorecards and dashboards that track strategic execution.
  • Monitor initiative performance and benefit realization.
  • Identify emerging risks to strategic objectives.
  • Use data and analytics to support executive decision-making.

Requirements

• Bachelor's degree in Business, Finance, Economics, Strategy, Operations, or related field.
• MBA or equivalent advanced degree strongly preferred.
• 10+ years of experience in:
  • Strategy.
  • Management Consulting.
  • Transformation.
  • Corporate Development.
  • Enterprise PMO Leadership.
  • Strategic Program Management.
  • Proven experience leading enterprise transformation initiatives.
  • Experience designing and implementing governance frameworks.
  • Experience building and managing project portfolios.
  • Strong executive facilitation and communication skills.
  • Experience working directly with executive leadership teams and boards.
  • Exceptional analytical and problem-solving ability.

Qualifications

• Preferred Backgrounds:
  • May come from Management Consulting.
  • Banking Strategy.
  • Credit Union Strategy.
  • Enterprise Transformation.
  • Offices.
  • Corporate Strategy Teams.
  • PMO Leadership Functions.
  • Digital Transformation Programs.

Skills

• Strategist who can execute.
• Transformation leader who can influence without authority.
• Consultant who can drive outcomes.
• Governance leader who can create accountability.
• Portfolio manager who understands business value.
• Problem solver who thrives in ambiguity and change.

Benefits

• 401(k) and Employer Match.
• Health, Vision, Dental and Life Insurance.
• Annual Incentive/Bonus Program.
• Tuition Reimbursement Program.
• 11 Paid Holidays + Competitive PTO package.
• Home & Consumer Loan Program (Discounted Rates).
• Professional development and training programs.
• On-demand personal coaching resource.
• Wellness Program (Discounted Gym Members).

Pay

A reasonable estimate of the current range for the San Francisco Market is an annual salary of $156,600 to $235,000.

Schedule

N/A

Benefits

N/A

Skills

• Strategist who can execute.
• Transformation leader who can influence without authority.
• Consultant who can drive outcomes.
• Governance leader who can create accountability.
• Portfolio manager who understands business value.
• Problem solver who thrives in ambiguity and change.