Expansion Services Manager
About The Position
The Manager of Expansion Services leads the Expansion Services department, a growth-execution team within the Project Management Division, under the direction of the VP of Project Management. The role leads strategic growth initiatives, including mergers and acquisitions, branch construction and builds, market expansion, and ITM deployments. It directs technical and project management activities from due diligence through integration and close-out for initiatives with substantial scope, impact, risk, and complexity. The manager develops department staff, aligns deliverables with strategic objectives, coordinates internal and external partners, tracks resource allocation, and escalates potential conflicts. Expansion work must be timely and meet organizational quality standards, regulatory requirements, and guidelines. The position is based in-office in Gulf Winds’ Pensacola, Florida market and operates primarily in an office setting. The standard schedule is Monday through Friday, 8:00 a.m. to 5:00 p.m. After-hours work or travel is required to meet project deadlines or attend conferences, seminars, or meetings. The role requires sitting at a computer for most of the day, with filing and occasional bending or standing, and routinely uses computers, printers, phones, and conference calls and meetings with team members and vendors.
Requirements
- Three to five years of similar or related project management, mergers and acquisitions, or strategic initiative experience, including prior lead or supervisory experience.
- Thorough knowledge of credit union operations.
- Excellent resource management, strategic planning, and communication skills.
- Ability to discuss technical and financial issues effectively with technical professionals, executive stakeholders, and external partners.
- Strong analytical and problem-solving skills.
- Strong knowledge of project management, due diligence, and integration principles, frameworks, and best practices.
- Ability to read, write, comprehend, and speak English clearly.
- Ability to exercise advanced conflict resolution, deliver material presentations, and resolve issues affecting multiple departments or divisions.
- Ability to motivate or influence others with diplomacy and trust, and obtain cooperation from internal and external parties.
- Ability to sit at a computer for most of the day and to file, open filing cabinets, and bend or stand as necessary.
- Ability to work in-office in Pensacola, Florida, Monday through Friday, 8:00 a.m. to 5:00 p.m., and work after hours or travel as required to meet project deadlines or attend events.
Nice To Haves
- Previous financial institution experience, with exposure to mergers and acquisitions, due diligence, construction or facilities project coordination, and/or market expansion.
- Experience in vendor management and regulatory coordination, such as NCUA and state regulatory processes.
- PMP certification.
Responsibilities
- Plan, develop, and execute strategic growth initiatives, including mergers and acquisitions, branch construction and builds, market expansion, and ITM deployments; manage deliverables, resources, timelines, milestones, budgets, asset onboarding, post-project hand-off and support, and communications.
- Lead mergers and acquisitions due diligence coordination and integration planning, including multi-domain diligence frameworks, cross-functional workstreams, and executive and stakeholder reporting throughout the deal lifecycle.
- Manage branch construction project delivery in partnership with Facilities, general contractors, architects, and consultants; oversee permitting coordination, change-order documentation, and vendor deliverables.
- Supervise, coach, and develop Expansion Services staff; assign and balance workloads, resolve staffing and performance issues, and oversee recruitment and training.
- Track resource allocation and capacity, escalate potential conflicts, and coordinate cross-departmental dependencies with Project Services and other divisions.
- Monitor expansion initiatives against goals and timelines, ensure regulatory and quality standards are met, and provide ongoing status communications to senior leadership.
- Prepare prompt reports on expansion and acquisition status and provide recurring updates to executive stakeholders as requested.
- Coordinate with internal partners, vendors, general contractors, and outside advisors to meet project deadlines; review specifications and deliverables for compliance with project and regulatory requirements.
- Keep Senior Management informed of area activities, potential risks, and significant problems, and maintain communication with appropriate parties.
- Perform other job-related duties as assigned.
Benefits
- 11.5 paid federal holidays
- Paid time off starting at 18 days for new hires
- 16 hours of paid volunteer time
- Competitively priced medical insurance
- Dental and vision coverage with 100% of individual premiums paid by Gulf Winds
- Employer-paid life insurance
- Short-term disability coverage
- 401(k) with company match
- Employer-funded pension plan
- Flexible spending accounts
- Tuition reimbursement
- Wellness programs
- Open and transparent communication with leaders
- Consistent coaching and opportunities to improve performance
- Collaborative and team-focused environment
- Short- and long-term professional development
- Opportunity to participate in cross-functional projects
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What This Job Offers
Job Type
Full-time
Career Level
Manager
