About The Position

Join the Finance & Business Management team to support the growth and strategic priorities of the Affluent Branch Banking organization. The Affluent Business Manager serves as a strategic finance and business management partner, providing data-driven insights, developing business cases, analyzing performance, and creating executive-ready materials to support strategic decision-making. The role 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.

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, including the 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.; employment-based immigration sponsorship, including support for OPT or CPT, is not provided.

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.
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