DIrector, Business Strategy, Banking Operations, (PL)
About The Position
The Director, Business Strategy, Banking Operations drives strategic initiatives and modernization across Banking Operations, balancing strategic vision with hands-on execution. The role develops and executes frameworks and strategies to advance operational excellence through process optimization, scale and efficiency initiatives, operating model enhancements, integration planning, and change management. It also supports the rollout and operationalization of new banking products and capabilities to prepare Banking Operations for evolving client and business needs. The Director serves as a key liaison between Banking Operations and the broader Operational Services organization, particularly regarding 23B agreements owned within Banking Operations, promoting alignment, coordination, transparency, and effective partnership across organizational boundaries. The role leads cross-functional initiatives, influences senior leadership, and delivers measurable outcomes aligned with Banking Operations and broader organizational priorities. It will help establish and shape the strategy function, with an expectation of assuming direct people leadership of a team as the function evolves.
Requirements
- 10+ years of experience in business strategy and banking operations, financial services operations, program management, and/or leadership within the financial services industry.
- 5+ years of banking experience.
- Direct people leadership experience.
- Experience leading complex initiatives involving banking products, capabilities, operations, or operating models.
- Experience crafting and delivering impactful executive presentations that articulate vision, strategy, recommendations, progress, risks, and business outcomes for internal and external audiences.
- Experience leading strategic engagements with cross-functional stakeholders, including senior and C-suite executives, on firmwide strategic decisions, new capabilities, growth and efficiency opportunities, and operating model enhancements.
- Demonstrated ability to simplify complex business and operational issues and communicate effectively with strong executive presence.
- Proven success influencing senior leadership, building alignment across organizational boundaries, and driving strategic decisions.
- Strong analytical and problem-solving skills, with the ability to operate effectively in a dynamic environment and adapt to changing priorities.
Responsibilities
- Lead cross-functional teams and stakeholders to drive Banking Operations modernization and strategic initiatives, ensuring alignment, accountability, and measurable results.
- Develop and execute strategic plans that advance operational excellence, scalability, efficiency, risk management, and modernization priorities across Banking Operations.
- Support the introduction and rollout of new banking products and capabilities, partnering across business, product, technology, risk, compliance, and operations to ensure operational readiness and successful implementation.
- Serve as a primary liaison between Banking Operations and broader Operational Services for matters related to 23B agreements owned within Banking Operations, facilitating alignment, coordination, governance, and issue resolution across teams.
- Partner with stakeholders to assess operational impacts, dependencies, resource requirements, risks, and readiness associated with new products, capabilities, and strategic initiatives.
- Identify opportunities to enhance operating models, simplify processes, increase capacity, and improve the scalability and effectiveness of Banking Operations.
- Communicate with senior leadership, translating complex operational issues into clear strategies, recommendations, decisions, and outcomes.
- Inspire and motivate teams, build consensus, and drive progress across complex initiatives involving multiple organizations and stakeholders.
- Balance strategic vision with hands-on execution, adapting plans to changing business priorities, client needs, regulatory considerations, and operational challenges.
- Foster collaboration across Banking Operations, Operational Services, Product, Technology, Risk, Compliance, and other partner organizations to accelerate outcomes.
- Help establish and shape the strategy function, with an expectation to assume direct people leadership of a team as the function evolves.
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
