CS - Planning and Performance - Mgr - Corporate Strategic Planning

Golden 1 Talent Acquisition Team•Sacramento, CA

2d•$135,300 - $155,000•Hybrid

About The Position

Golden 1 Credit Union is hiring a strategic planning leader to oversee and continually develop its business unit planning management framework and strategic planning platform. The role works with Corporate Strategy leadership and senior leaders to align business unit plans with the Credit Union’s Mission, Vision, and Strategic Goals, facilitate strategic planning for complex or technical areas, and support informed decisions that promote long-term organizational success. The manager leads recurring and ad hoc executive- and Board-level reporting, coordinates materials for annual strategic planning and Board education sessions, conducts research on corporate initiatives, and analyzes organizational and competitive intelligence. The position also oversees staff, supports positive employee engagement, and builds cross-functional relationships needed to report on strategic progress. This role requires a bachelor’s degree, at least seven years of progressive relevant experience, and at least five years of experience leading senior professionals.

Requirements

Bachelor’s degree in business administration or a related field.
At least 7 years of progressive experience, preferably in strategic planning, business development, and/or strategic marketing in the financial services industry.
Strong understanding of how a financial institution operates.
At least 5 years of experience leading senior professionals.

Nice To Haves

Master’s degree or relevant professional certification.

Responsibilities

Administer and continually develop a comprehensive business unit planning management framework to capture activities, progress, and outcomes.
Mature, monitor, and use the strategic planning management platform.
Partner with Corporate Strategy leadership to provide recommendations on the team’s strategic direction.
Facilitate strategic planning sessions for complex or highly technical areas, developing, documenting, and evolving strategies and tactics.
Oversee collaboration with Senior Leadership to review and revise business unit plans and recommend improvements to alignment within and between plans.
Lead ad hoc requests and projects with urgency and a focus on quality, collaborating with stakeholders and the Corporate Strategy team.
Create and execute ongoing and ad hoc Executive and Board-level reporting, maintaining quality control throughout development and revision.
Participate in strategic planning, coordinate materials for the annual Strategic Planning Session and annual Board Educational Session, and partner with other Credit Union areas to develop and deliver materials.
Research corporate initiatives and prepare reports on feasibility, viability, and implications.
Build and maintain relationships with leaders to facilitate cross-functional strategic progress reporting.
Collect, analyze, and synthesize organizational intelligence, especially competitive intelligence, monitoring industry developments, economic trends, and business cycle forecasts and recommending responses.
Maintain a thorough understanding of applicable state and federal credit union compliance laws and regulations, including bank secrecy and anti-money laundering laws.
Prepare and review reports and analysis, and organize and manage meetings using Microsoft Office and applicable performance management, project management, business intelligence, data visualization, and other data tools.
Oversee staff and facilitate positive employee engagement.
Perform other duties as assigned.