Associate to the President

Sunwest Bank; Irvine (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading financial institution is seeking an Associate to the President to support critical executive initiatives and drive the adoption of AI-driven solutions. This role involves executing strategic projects, analyzing data for executive insights, and preparing presentations for C-suite leadership. This 2-3 year development opportunity is ideal for high-potential professionals looking to make an impact in an innovative environment. Flexibility in scheduling is required to support executive priorities.

Qualifications

• Strong analytical skills with experience in financial and operational analysis.
• Ability to execute high-quality deliverables under tight deadlines.
• Comfortable working with executive-level presentations and reports.

Responsibilities

• Execute strategic and tactical initiatives assigned by executive leadership.
• Support the planning and execution of cross-functional strategic projects.
• Evaluate and implement AI-driven solutions for the organization.

Skills

Strategic planning

Business analysis

AI and machine learning optimization

Data analysis

Job description

About The Role

The Associate to the President plays a critical role in supporting executive level initiatives and advancing the Bank’s adoption of AI driven solutions. This position provides exposure to strategic decision making, business analysis, and emerging technology while supporting projects that directly impact organizational growth and innovation. The role is designed as a 2–3 year accelerated development opportunity for a high potential professional.

Position Details

Job Title: Associate to the President

Department: Executive - 64

Reports to: President

Status: ☒ Exempt ☐ Non-Exempt

Work Details

Schedule: Monday – Friday. This role requires flexibility in scheduling to support executive‑level priorities and critical initiatives, particularly during the early stages of employment.

Work Location: ☒ Onsite ☐ Hybrid ☐ Remote

Travel: None

What You’ll Do

• Execute strategic and tactical initiatives assigned by executive leadership, ensuring timely and high‑quality delivery
• Support the planning, execution, and monitoring of cross‑functional strategic projects
• Evaluate, implement, and optimize AI and machine learning solutions across the organization
• Analyze financial, operational, and market data to generate executive‑level insights
• Prepare confidential reports, presentations, models, and materials for C‑suite leadership and the Board