Head of Strategic Financial Initiatives

 

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.  We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

The Head of Strategy & Corporate Development, reporting to Head of Enterprise Strategy & Administration, will play a pivotal role in shaping and driving the bank’s enterprise-wide strategic agenda. This role will lead the development, execution, and continuous refinement of corporate strategy, ensuring alignment with long-term enterprise business goals. The executive will also oversee market intelligence, strategic opportunity identification, and the full lifecycle of mergers, acquisitions, partnerships, and divestitures.

The successful candidate must be a dynamic individual who understands financial modeling and ROI analysis and can lead cross-functional teams to align strategy with enterprise financial performance metrics. They should be adept at conducting market research and competitive analysis, benchmarking industry trends and best practices and using data to inform strategic decisions. In addition, this leader must be adept at articulating strategy clearly to internal and external audiences and creating compelling business cases and presentations. They must also be adept at M&A deal syndication and management

ESSENTIAL FUNCTIONS

• Lead the formulation of long-term enterprise strategic plans for the bank in collaboration with the CEO and executive team

• Translate strategic vision into actionable roadmaps and measurable objectives

• Facilitate cross-functional alignment and execution of strategic initiatives across revenue lines

• Partner with senior leaders on growth strategies both organic and inorganic while leading internal and external conversations regarding M&A and other strategic growth topics

• Oversee competitive intelligence, market trend analysis, and scenario planning

• Identify emerging opportunities and threats through data-driven insights

• Provide strategic recommendations based on rigorous analysis and business modeling

• Evaluate and prioritize organic and inorganic growth opportunities for the bank

• Partner with business leaders to incubate and scale new business models, products, and services

• Drive strategic partnerships, alliances, and joint ventures that align with enterprise growth goals

• Lead end-to-end M&A activities including target identification, due diligence, valuation, negotiation, and integration

• Build and manage a robust deal pipeline in collaboration with internal and external stakeholders

• Develop investment theses and syndicate deals with the board, investors, and strategic partners

• Lead and execute high-impact enterprise projects, ensuring alignment and accountability across senior leadership

• In-depth knowledge of financial services trends, regulatory environment and competitive landscape

• Build and sustain trusted relationships with internal and external stakeholders to advance the long-range strategy and organizational goals

• Gather leadership perspectives on critical issues and/or opportunities as they arise; facilitate leadership with a high degree of transparency and high-touch communications, and ensure the appropriate stakeholders are included in relevant decisions and actions

• Continually scan the environment for trends, innovations and operating models of high performing, high impact banking, fintech and financial services organizations.

• Identify and achieve measurable outcomes in a timely, cost-effective, and employee centric manner – drive day to day actions and priorities, balancing short-term needs with long-term priorities

QUALIFICATIONS & EXPERIENCE

The successful candidate should have a proven track record of developing and executing corporate strategies that drive growth and profitability (both organic and inorganic) within consulting, the financial service industry or investment banking and have a background in Strategy, Consulting, Business Operations, and/or Planning leadership roles.

IN ADDITION, THE PREFERRED CANDIDATE WILL HAVE THE FOLLOWING

• MBA or equivalent experience

• Relevant industry leadership experience across most areas of our portfolio, preferably within financial services & fintech

• Proven track record of leading corporate strategy, M&A or business transformation

• Proven communication and stakeholder management skills, including investor relations and external partnerships

• Demonstrated ability to oversee and coordinate a complex portfolio of projects and initiatives

• Familiarity with translating high-level organizational goals into actionable plans and ensuring follow-through

• Proven experience researching, compiling, and synthesizing complex and/or large quantities of data into executive briefing documents

• Demonstrated experience anticipating challenges and implementing proactive solutions

• Exceptional communication, interpersonal, and influencing skills with the ability to build trust quickly across multiple audiences and stakeholders

• Proven experience managing sensitive information and communications with the highest level of discretion

• Familiarity with fintech, digital transformations, and emerging technology trends in the financial sector

LEADERSHIP & MANAGEMENT BEHAVIORAL COMPETENCIES

• Collaboration and Engagement: Drives strong partnerships and leads with one U.S. Bank thought leadership

• Drives for Results: Drives execution, continuously improves the core, and reallocates resources at pace

• Disrupts & Challenges: Creates possibilities from new and innovative thinking; generates disruptive change; leads change

• Leads Innovation: Encourages innovative thought; challenges the status quo; scales and invests in new ideas

• Drives Vision and Purpose: Paints a compelling picture of the vision and strategy that motivates others to action

PIVOTAL EXPERIENCE, SKILLS, AND EXPERTISE

The successful candidate will have demonstrated success in building and leading high-performing teams. This executive will have experience leading a best-in-class strategy and corporate development organization, leveraging highly disciplined business, financial, and strategic processes to drive long-range financial and growth goals.

• STRATEGIC THINKING: Strategic thought leader that proactively responds to changing business needs and objectives, while considering implications of business or people related decisions and actions.

• PROJECT MANGEMENT: Experience in developing strategies and providing work direction and guidance to a broader team of organization. Ability to make sense out of complex situations, demonstrating intellectual curiosity, and driving outcomes with appropriate levels of governance and controls.

• COMMUNICATION: Strong verbal and written communication skills, with the ability to effectively build and articulate messages with story-telling technics and detailed points of view.

• COLLABORATION: Demonstrated experience in excelling in a highly collaborative work environment and leading large scale initiatives cross functionally across a large organization.

• INFLUENCE: Proven history of leading and/or influencing senior leaders and teams by proven results driven through excellent leadership in action.

• PROBLEM SOLVING: Problem solving orientated, with the ability to recognize needs, anticipate issues, and develop solutions using strong analytical, business knowledge, and financial acumen.

• INTERPERSONAL: Outstanding interpersonal, influence-management, and communication skills, particularly in building relationships with business leaders and key stake holder.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits: 

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $304,045.00 - $357,700.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.