Business Strategy & Initiatives Mgr - FC Channel
About The Position
This role supports the development and execution of strategic initiatives and processes aligned with Financial Center Channel priorities. It leads complex, cross-functional programs focused on growth, efficiency, simplification, and improved business performance, translating opportunities and strategic priorities into actionable plans and measurable outcomes. The manager leads initiatives from opportunity identification and business case development through solution design, implementation, and measurement. The role assesses current processes and operating models, uses data and analytics to identify opportunities and measure results, and partners across Financial Centers and support functions to design practical, scalable solutions. It also aligns senior leaders and cross-functional partners, establishes disciplined follow-through on commitments and milestones, and synthesizes initiative information into executive-ready recommendations, presentations, briefings, and progress updates. The position maintains an end-to-end view of initiatives and their interdependencies to improve the teammate and client experience.
Requirements
- At least 5 years of experience leading complex cross-functional programs, strategic initiatives, process improvement, or business transformation.
- Strong understanding of Consumer operations, execution, performance drivers, and the teammate and client experience, or comparable experience in a complex consumer business.
- Ability to structure ambiguous business problems and drive solutions through execution.
- Experience using data, business insights, and process analysis to identify opportunities and measure results.
- Ability to influence and build alignment across senior leaders and matrixed partners without direct authority.
- Strong written and verbal communication skills, including simplifying complex topics and developing executive-level recommendations.
- Ability to synthesize complex information into executive-level presentations, briefings, and business updates, with strong attention to detail and executive presence.
- Ability to manage multiple priorities, establish structure, track commitments and deliverables, and drive follow-through in a fast-paced, often ambiguous environment.
- Experience with process improvement, operational excellence, risk management, and change execution.
- High school diploma, GED, secondary school education, or equivalent.
- Skills: business acumen, critical thinking, customer and client focus, result orientation, analytical thinking, collaboration, oral communications, stakeholder management, adaptability, innovative thinking, planning, and prioritization.
Nice To Haves
- Strong understanding of Financial Center operations.
Responsibilities
- Build and execute business initiatives and processes in partnership with stakeholders.
- Solve complex problems and deliver business initiatives by applying subject matter expertise and business knowledge.
- Engage stakeholders, partners, and business leadership to deliver business objectives.
- Analyze and interpret data to identify opportunities, derive insights, and measure outcomes.
- Develop strategic and tactical plans to advance business goals and objectives.
- Lead large, complex programs focused on Financial Center growth, efficiency, simplification, and improved performance.
- Translate strategic priorities and opportunities into executable plans, including scope, objectives, milestones, dependencies, risks, and success measures.
- Lead initiatives from opportunity identification and business case development through solution design, implementation, and results measurement.
- Assess current-state processes and operating models to reduce friction and complexity, improve capacity, and enable growth.
- Use data and analytics to identify opportunities, quantify value, define KPIs, and measure business outcomes.
- Partner with Financial Centers and support functions to design and implement practical, scalable, field-executable solutions.
- Influence senior leaders and cross-functional partners to align priorities, resolve issues, and drive decisions and execution.
- Establish structure and disciplined follow-through for channel priorities, commitments, milestones, dependencies, decisions, and deliverables.
- Support executive planning and business routines by preparing executive-ready presentations, briefings, meeting materials, and progress updates.
- Develop recommendations and decision materials that synthesize complex information, frame opportunities and trade-offs, and support timely decisions.
- Monitor interdependencies across initiatives and ensure changes collectively improve the teammate and client experience.
Benefits
- Paid time off.
- Eligible to participate in the annual discretionary incentive plan, with awards based on individual performance and behavior, line-of-business or group performance and contributions, and company success.
- Benefits eligibility and access to employee resources and support.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
High school or GED
