Manager Portfolio Strategy, Financial Opportunity

Overview

Assist in driving a Financial Opportunity product portfolio on signature efforts, in collaboration with teams and leadership in various Navy Federal business units and the Member Strategy Office. Bring expertise on underserved segments to inform signature initiative design and execution. Build cross-organizational buy-in with leaders and product owners to embed an underserved lens into their efforts. Identify areas across the organization where innovations and improvements for the underserved might be beneficial. Direct report to AVP, Portfolio Strategy, Financial Opportunity.

Responsibilities

• Assist in driving alignment and collaboration with business units (BUs) and the Member Strategy Office
• Bring expertise to inform design, execution, and ensure data-backed decision-making includes the underserved for (a) financial opportunity priorities, (b) BU strategies and (c) Enterprise Strategy execution
• Support the OFO team in delivering responsibility/accountability for Navy Federal’s Financial Opportunity strategy and initiatives
• Be a thought leader on creative and flexible solutions for loan and financial services by identifying innovative technologies and analytical tools, relevant risks, and risk mitigation that can expand Navy Federal’s provision of banking services to underserved populations
  Provide strategic recommendations to the OFO team and others regarding opportunities to expand and meet the needs of diverse consumers to expand member growth and member services
• Assist in the preparation of reports to Navy Federal’s executive team on the status and impact of Navy Federal’s financial opportunity initiatives
• Build and foster relationships with business unit peers and enable/support business decisions through idea generation, thoughtful planning and execution, and strategic advising
• Establish credibility throughout Navy Federal as an effective collaborator on the development of financial solutions for diverse and underserved populations
• Drive enterprise change and learning by embracing new, flexible, and agile approaches to improve business performance and member service
• Develop, iterate, and execute short-term and long-term financial opportunity strategies by leveraging analytics and providing insights into innovative industry practices
• Leverage data to measure, track, and analyze the effectiveness of financial opportunity initiatives to report on progress and identify opportunities to inspire action, drive outcomes, and reinforce accountability throughout the organization
• Perform other duties as assigned

Qualifications

• Bachelor’s degree in business, finance, economics, or related field, or the equivalent combination of education, training, and experience
• Experience in implementing strategic initiatives to support organizational objectives
  Experience in demonstrating initiative taking, decision-making, and creativity in solving business problems
• Strong interest in financial inclusion, affordable housing, and digital financial services
• Proven analytical and problem-solving skills
• Experience in understanding management priorities and vision regarding how data can be used to inform and drive key business decisions
• Experience developing and implementing financial services products or solutions, preferably in consumer financial services
• Extensive experience in managing multiple priorities independently and/or in a team environment
• Significant experience collaborating on cross functional teams in complex environments
• Ability to navigate a complex organization while maintaining cultural awareness and flexibility
• Significant experience in influencing and building relationships within all levels of an organization
• Expert verbal, written, interpersonal, and presentation skills

Desired Qualification

Knowledge of credit union or retail banking operations

Hours: Monday - Friday, 8:00AM - 4:30PM

Location: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526 | 141 Security Drive, Winchester, VA 22602

About Us

Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.

Our approach to careers is simple yet powerful: Make our mission your passion.

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  Fortune Best Workplaces for Millennials™ 2024

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  Fortune 100 Best Companies to Work For® 2024

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• 2024 PEOPLE® Companies That Care

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  Ripplematch Recruiting Choice Award

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  Yello and WayUp Top 100 Internship Programs

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Equal Employment Opportunity: Navy Federal values, celebrates, and enacts diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected Veteran.

Hybrid Workplace: Navy Federal Credit Union is a hybrid workplace, and details will be discussed during your interview process.

Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team’s discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position

Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.