Head of Capital Management & Planning

Huntington National Bank•Boston, MA

6h•Onsite

About The Position

The Head of Capital Management & Planning is an executive leader responsible for the Bank’s enterprise-wide capital management framework, capital planning, and capital adequacy processes for a Category III banking organization. Reporting directly to the Corporate Treasurer, this role leads capital strategy, capital forecasting and analytics, and enterprise stress testing to support financial strength, growth objectives, regulatory compliance, and shareholder value creation. The position oversees three specialized teams and partners with Treasury, Finance, Risk Management, Corporate Strategy, Investor Relations, and business segments. It advises senior management and engages with executive leaders, board committees, regulators, rating agencies, and other external stakeholders on capital-related matters. The role leads the development and execution of capital strategies; oversees capital policies, contingency planning, early warning indicators, forecasts, stress testing, governance, and reporting; and ensures timely completion of capital planning deliverables and regulatory submissions. It also builds and develops a high-performing team and drives continuous improvement across capital management and planning.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Mathematics, or a related field.
15+ years of progressive leadership experience in Treasury, Capital Management, Finance, Risk Management, or related banking functions.
Significant experience leading capital management, capital planning, stress testing, and capital adequacy programs within a large financial institution.
Demonstrated experience engaging with executive leadership teams, board committees, regulators, and external stakeholders.
Deep understanding of U.S. regulatory capital frameworks, capital planning requirements, and supervisory expectations for large banking organizations.
Exceptional leadership, strategic thinking, and communication skills, including the ability to influence decisions at executive and board levels.

Nice To Haves

MBA, master’s degree, CFA, FRM, CPA, or another relevant advanced degree or professional designation.
Experience within a Category III or larger banking organization.
Experience supporting capital markets activities, balance sheet optimization initiatives, and rating agency engagement.

Responsibilities

Lead the development and execution of the Bank’s capital management strategy, aligned with business objectives, regulatory expectations, and risk appetite.
Establish and monitor capital targets, optimization strategies, and capital actions to support financial performance and balance sheet strength.
Provide strategic recommendations on capital deployment, capital optimization, and capital markets activities.
Monitor industry developments, economic trends, market conditions, and regulatory changes affecting the Bank’s capital position.
Advise the Corporate Treasurer and executive leadership on capital-related matters.
Lead the team responsible for the enterprise Capital Policy, Capital Contingency Plan, and Capital Early Warning Indicator framework.
Oversee assessments of capital adequacy and emerging risks to the Bank’s capital position.
Develop and implement strategies to maintain strong capital levels under expected and stressed operating environments.
Ensure effective governance, monitoring, and reporting processes for enterprise capital management.
Oversee capital forecasts for strategic planning, stress testing, recovery and resolution planning, and business decisions.
Lead analysis of capital impacts from regulatory changes, strategic initiatives, balance sheet actions, capital markets transactions, and rating agency considerations.
Provide timely analysis to support executive decisions and enterprise capital strategies, and communicate emerging risks, opportunities, and trends.
Lead and coordinate enterprise capital planning and stress testing programs, including end-to-end regulatory and internal stress testing cycles.
Ensure timely capital planning deliverables, governance reviews, board reporting, and regulatory submissions.
Maintain documentation, controls, and governance frameworks for capital adequacy assessments and regulatory compliance.
Improve capital planning methodologies, processes, and reporting.
Prepare and deliver capital analysis and recommendations to executive management, committees, and the Board of Directors.
Lead engagement with banking regulators on capital management and planning, interpret regulatory requirements, and support compliance with capital regulations and supervisory expectations.
Build and maintain relationships with rating agencies, external stakeholders, and industry peers as appropriate.
Build, develop, and lead teams across Capital Management, Capital Forecasting & Analytics, and Capital Planning.
Promote accountability, collaboration, innovation, and continuous improvement; align stakeholders across Treasury, Finance, Risk Management, and business functions.
Mentor and develop future leaders within the Treasury organization.