Finance & Business Management Vice President - Affluent Branch Banking
About The Position
As an Affluent Business Manager within Finance & Business Management, the Vice President serves as a strategic finance and business management partner to the Affluent Branch Banking organization. The role supports the organization’s growth and strategic priorities by providing data-driven insights, developing business cases, analyzing performance, and creating executive-ready materials for strategic decision-making. The position partners across Finance, Analytics, Marketing, Servicing, Operations, and Product, with a focus on business case modeling, detailed reporting, and post-launch benefit realization for Affluent expansion within branches. It supports leadership in driving profitable growth and disciplined execution.
Requirements
- 7+ years of experience within financial organizations.
- Bachelor’s degree in Accounting, Finance, or a related field.
- Demonstrated ability to build relationships and influence stakeholders across functions or lines of business to advance strategic efforts and strengthen reporting and analysis.
- Strong financial acumen and analytical skills, with demonstrated strategic thinking, sound judgment, and operational focus.
- Excellent communication and presentation skills, with demonstrated ability to create executive-ready materials and deliver clear narratives.
- Proficiency in Microsoft Office and relevant financial reporting tools.
- Demonstrated ability to manage multiple priorities in a self-directed, results-oriented environment.
- Must be authorized to work in the U.S.; the role does not provide employment-based immigration sponsorship, including support for OPT or CPT.
Nice To Haves
- Master’s degree.
Responsibilities
- Serve as a trusted advisor to Affluent leadership by using analytics to generate insights, evaluate performance metrics, and develop recommendations for senior decision-makers.
- Build financial business cases for new ideas, feature launches, capability builds, and strategic changes, including sizing, return on investment, payback, scenario and sensitivity analysis, risks, and assumptions.
- Produce reporting and analyze financial results, including expense and profitability drivers, to identify risks, opportunities, and recommended actions.
- Build and standardize measurement frameworks to support business performance and decision-making.
- Develop perspectives on the economics, milestones, and success metrics associated with Affluent expansion within branches.
- Evaluate initiatives at the portfolio level and identify relevant trade-offs, constraints, and interdependencies.
- Support roadmap prioritization by synthesizing options, assumptions, and trade-offs into decision-ready materials for senior leadership.
- Partner with stakeholders on post-implementation reviews to validate benefit realization against business cases and identify corrective actions when needed.
Benefits
- Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
