Executive Vice President / Chief Strategy Officer

Beacon Credit Union; Wabash (IN); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health, dental and vision insurance

401(k) match

Paid time off

Incentive/bonus program

Tuition reimbursement

and more!

Job summary

Beacon Credit Union headquarters in Wabash, Indiana, with occasional telecommuting, seeks a senior strategist to shape enterprise initiatives and allocate resources to drive growth and profitability.

The role requires deep experience in strategy development, market research, and leading cross-functional teams. You will present findings to the Board and Senior Leadership and mentor future leaders while ensuring regulatory compliance.

Qualifications

• 15+ years in strategy/leadership within financial services or similar industry.
• Bachelor's degree or equivalent experience is required.
• Strong knowledge of data analytics and market intelligence practices.
• Excellent communication and relationship-building skills are essential.

Responsibilities

• Develops and executes Beacon Credit Union's strategic plan at enterprise level.
• Leads new product development and merger/acquisition vetting.
• Oversees data mining and performance metrics for initiatives.
• Presents progress and new strategies to Board and Senior Leadership.
• Mobilizes teams to execute strategic initiatives and develop leadership talent.
• Ensures compliance with laws, policies and regulations.

Skills

Strategic planning

Leadership

Market research

Communication

Education

Bachelor's degree or equivalent experience

Tools

BI tools

Job description

Note: This position will be headquartered in Wabash, Indiana with the ability to telecommute occasionally (a few times each month) per company policy.

Role

To conceptualize and formulate strategic initiatives that further the credit union's mission and ensure that the day-to-day activities of the credit union support those initiatives through strategy development, resource allocation, and execution. To monitor and evaluate results of existing plans to ensure growth and profitability and make adjustments as necessary. To perform primary market research, market intelligence gathering, and market forecasting to ensure that the Board and Senior Leadership Team are able to understand implications of various choices in order to make informed strategic decisions.

Major Duties And Responsibilities

• Develops, executes and supports the credit union's strategic plan, processes, and capabilities at the business and enterprise level, solidifying business cases for strategic initiatives and influencing others to embrace a broader vision of the organization's future with the goal of differentiating Beacon Credit Union as a premier leader in the marketplace.
• Leads activities related to new product development with respect to credit union programs and develops new business opportunities by leveraging contacts, such as finding important projects, ventures, potential targets and other partnership opportunities. Leads a team through the vetting process of merger and acquisition opportunities for the credit union.
• Oversees the data mining of information relevant to the initiatives of the organization, including assurance that applicable performance metrics are in place and data is appropriately gathered, stored and analyzed using relevant business intelligence tools.
• Gives presentations at board and senior leadership meetings to suggest new business strategies and review the progress of ongoing initiatives.
• As part of resource allocation, mobilizes and leads teams responsible for executing strategic initiatives, with a specific commitment to developing and strengthening the next level of leadership talent within the organization.
• Ensures compliance with all relevant laws, policies, and regulations.
• Performs other duties as assigned.

Position Qualifications

A minimum fifteen years of similar or related experience required.Equivalent to a four-year degree or proven ability through prior experience In-depth understanding of regulations affecting business intelligence programsExtensive knowledge of business intelligence practices and proceduresExceptional creativity, decision making, and problem-solving skillsDemonstrated proficiency in analytical research, leadership, and strategic planningExcellent communication skills (with both internal and external personnel)Ability to foster sound relationships with inside and outside entitiesAbility to motivate or influence others is essential, requiring a significant level of diplomacy and trustObtaining cooperation (internally and externally) is an important part of the job

Standard hours

Standard position hours are Monday through Friday from 8 a.m. to 5 p.m.

Available Benefits Include

• Health, dental and vision insurance
• Paid time off
• 401(k) match
• Incentive/bonus program
• Tuition reimbursement
• and more!

Why Beacon?

At Beacon, you're more than just an employee. You're part of a supportive, values-driven community that truly cares. Whether you're drawn by our strong team culture, opportunities for growth in business and finance, or the chance to make a real difference in members' lives, Beacon offers a career with purpose. Our team loves helping people, solving problems, and building meaningful relationships, all while enjoying great benefits, a healthy work-life balance, and a positive, family-oriented environment. Join Beacon where people matter and every day is an opportunity to grow, serve, and thrive.

Job Posted by ApplicantPro