💼 About This Role

You'll lead strategic initiatives and operational planning in a financial services environment, partnering with executive leadership to shape direction and drive enterprise-wide outcomes. This role offers the chance to balance high-level strategy with practical execution in a fast-paced, collaborative setting. Remote flexibility is available within the continental US.

🎯 What You'll Do

• Lead strategic initiatives and operational planning aligned with business goals.
• Drive execution and governance of annual planning cycles.
• Collaborate cross-functionally with product, finance, risk, technology, and marketing.
• Develop KPIs, governance routines, and operational cadences.

📋 Requirements

• Bachelor's degree or equivalent professional experience.
• 8+ years in business strategy, operational planning, or management consulting.
• Strong background in financial services or related industry.
• Proven experience in executive communications and cross-functional initiatives.

✨ Nice to Have

• MBA or management consulting background.
• Experience with consumer banking, fintech, or digital banking.
• Military service experience or connection to military families.

🎁 Benefits & Perks

• 💰 Competitive salary $114k-$218k based on experience and location.
• 🏖️ Paid time off including holidays and volunteer hours.
• 🏥 Medical, dental, and vision insurance.
• 📈 401(k) plan and pension program.
• 👶 Parental leave and adoption assistance.

📨 Hiring Process

Estimated timeline: 3-6 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 60 min
3. 3Strategy Presentation· 60 min
4. 4Executive Interview· 45 min
5. 5Offer· N/A