• Annual strategic and/or operating planning process;
• Business unit and area-of-responsibility (i.e., functional) strategic inquiries;
• Strategic issues identification and assessment;
• Business development (e.g., new products, channels or markets);
• Identification and analysis of strategic acquisitions and alliances - with some ongoing implementation accountability;
• Business intelligence, competitive tracking, and benchmarking;

Qualification

• Strategic Planning. Advanced strategic planning skills and relevant experience developing integrated planning processes; hands-on experience developing strategic, financial and business plans;
• Strategic Methodologies. Experience with strategic planning, change management, benchmarking, six sigma methodology, re-engineering, financial modeling and/or best practices in financial services;
• Business Development. Demonstrated experience identifying, evaluating and implementing new business ventures;
• Problem-Solving. Advanced problem-solving skills: actively participating in brainstorming, identifying core issues, structuring problems, effectively finding and using data, and independently manages complex analysis;
• Management and Planning. Experience leading and managing cross-functional teams with limited direct line responsibility, and exceptional project management skills;
• Client Service. Proactively reaches out to help internal client organizations. Understands implications of the client situation to improve organizational effectiveness; develops solid and enduring relations with clients, as a trusted advisor;
• Industry Knowledge. Extensive knowledge of financial services products, channels, consumer trends and industry/competitive dynamics; ability to glean marketplace insights to inform strategic direction and operating plans;
• Technology Knowledge. Advanced Microsoft Office capabilities.

• Personal Leadership: Commands the trust and respect of senior leadership; strong, team-oriented leadership; creates an environment where vision and mission are clearly defined and targets for performance are aggressive; operates with the highest level of professional and personal integrity;
• Teamwork: Strong team-orientation and ability to work with, and influence, people from all business areas and all levels of management; helps fellow team members overcome obstacles by challenging individual members to stretch themselves and apply creativity to problems; generates enthusiasm; motivates and energizes others by clarifying the broader purpose and impact of the work and it's contribution to the overall mission of the team and organization;
• Communication: Persuasively presents ideas to others verbally and in written form that achieve clarity, understanding and commitment; actively creates opportunities for dialogue and problem solving; demonstrates active listening skills; delivers prepared presentations (both written and verbal) with confidence; can discuss issues and facts in response to questions; develops effective relationships with others within the team and throughout the organization;
• Personal and Organization Development: Attracts, evaluates and develops talented people to build a high performance organization; values diversity in the workforce and is committed to providing developmental opportunities for all people within his/her influence; flexibility to help colleagues assimilate new concepts and adapt to change;
• Conceptual and Strategic Thinker: Anticipates and recognizes opportunities and/or challenges that impact the business goals, and creates future course of action; navigates well between broad business perspectives and keen attention to detail; both a thinker and a doer; quick study and continuous learner;
• Results Orientation: High level of initiative, resourcefulness and ability to work independently; track record of achieving results with available resources and with quality; proven ability to manage multiple projects, and flexibility to adapt to changing priorities; promotes superior quality with a sense of urgency;
• Energy and Stamina: High energy, drive, and passion to win; transmits and models energy to others; persists in achieving desired results over extended periods of time.