Business Development Leader at Bold Orange leveraging marketing automation technology to create new business opportunities. Driving company growth through strategic pipeline management and collaboration.
WF
Hybrid Senior Lead Strategy & Planning Consultant – Branch Growth & Enablement
Posted last week
About the role
- Senior Lead Strategy & Planning Consultant in Consumer Banking driving enterprise strategy and planning. Leading initiatives for branch growth and workforce enablement with a focus on analytics and strategic problem-solving.
Responsibilities
- Lead enterprise-wide strategy initiatives and guide the resolution of highly complex business challenges requiring long-term vision and innovation.
- Translate complex data, analytics, financial impacts, and future-states scenarios into clear, executive-ready insights and recommendations.
- Influence senior and executive leaders across HR, finance, operations, analytics, and field organizations to drive enterprise-scale change without authority.
- Develop future-state models, benchmarking insights, and quantitative analyses that shape business strategy and operating models.
- Establish scalable role architectures, job families, accountability models, and span-of-control structures aligned to productivity, cost-to-serve, and risk insights.
- Drive role simplification and standardization through fact-based assessments, impact analysis, and alignment to enterprise priorities.
- Design roles with integrated responsibilities, decision rights, skills, performance expectations, and risk ownership linked to KPIs and business outcomes.
- Conduct structured risk, control, and process assessments to ensure roles support compliance, efficiency, and clarity.
- Identify capability gaps using workforce analytics, skills data, and forecasting, then design strategies to close them.
- Partner with HR and learning teams to develop role-based learning paths, progression models, and proficiency frameworks.
- Reinforce a performance-driven culture through analytics, feedback loops, and performance insights.
- Create role playbooks, decision frameworks, escalation paths, and enablement tools that support consistency and execution.
- Establish governance standards, decision criteria, and success measures to ensure role strategy is scalable, aligned, and risk-aware.
- Serve as a trusted advisor to executive leadership on role strategy, workforce design, and organizational effectiveness.
- Own end-to-end delivery of role strategy initiatives with rigorous execution tracking, performance monitoring, and disciplined leadership.
Requirements
- 7+ years of Strategy and Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 5+ years of banking, financial services or branch banking experience
- Experience leading enterprise-level strategies and initiatives supporting branch banking operating models
- 5+ years of management or leadership experience
- Experience in role strategy, workforce design, or operating model design; strong knowledge of branch operating models and branch roles
- Demonstrated ability to translate strategy into role architectures, capabilities, and performance expectations at scale
- Executive-level strategic planning and execution experience
- Advanced analytical capability, including synthesizing complex datasets into executive-ready insights and recommendations
- Strong stakeholder management, change leadership, and independent execution skills
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Job title
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