Demo

Director of Strategy & Transformation

Hudson Valley Credit Union
Poughkeepsie, NY Full Time
POSTED ON 3/25/2025
AVAILABLE BEFORE 4/24/2025
Overview

Hudson Valley Credit Union is currently recruiting for the position of Director of Strategy & Transformation. Primary Function: The Director of Strategy & Transformation will drive HVCU's strategic initiatives, fostering cross-functional collaboration and leading transformative projects. Reporting to the Chief Strategy Officer, this role is crucial in aligning business strategies with corporate objectives and ensuring successful execution of growth and transformation efforts.

Responsibilities
  • Consulting & Strategic Development: Consult internally to develop strategies aligned with HVCU’s goals. Facilitate cross-functional collaboration, implement strategic frameworks, and provide data-driven insights.
  • Strategic Research & Intelligence: Conduct research on financial trends and regulatory changes. Develop executive reports, lead R&D efforts, and partner with external organizations to introduce innovative strategies.
  • Mergers, Acquisitions, & Growth Strategy: Evaluate M&A opportunities and market expansion initiatives. Collaborate with teams to assess growth impacts, lead due diligence, and plan integrations.
  • Enterprise-Wide Transformation & Change Management: Develop and implement frameworks for transformational change. Enhance efficiency, agility, and scalability, ensuring alignment with business units.
  • Stakeholder Engagement & Communication: Foster a culture of continuous improvement and strategic adaptability. Present plans to executive leadership and the Board and ensure successful execution of initiatives.
  • Ensure all corporate development activities comply with regulatory requirements and align with the credit union’s mission and values. Coordinate with legal, compliance, and risk management teams to address potential risks and liabilities.
  • Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
  • Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
  • Responsible for regular and predictable attendance including punctuality.
Qualifications
  • Bachelor’s Degree in Business, Finance, Economics, Marketing or related field required. Masters preferred. 
  • Minimum 10 Years experience in banking or credit unions with experience in corporate development, strategy, or investment banking required.
  • Minimum 8 Years experience in strategy, transformation, management consulting, or corporate development.
  • Certifications in Change Management (e.g., Prosci), Project Management (PMP), or Lean Six Sigma is preferred.

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Why choose HVCU?

HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ .

Employee Perks:

  • HVCU University & Academy; Professional Development Training
  • Student Loan Repayment & Tuition Reimbursement Programs
  • Medical, Dental, and Vision coverage 
  • 401(k) with employer match and non-elective employer contribution
  • Paid time off (PTO), holidays, and community volunteer time
  • Life, Short-Term, and Long-Term Disability Insurance
  • Discounted Loan Rates & Fees 

Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.

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