Expansion Services Manager

Gulf Winds; Pensacola (FL); In loco; USD 89.000 - 105.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

401(k) with company match

Pension plan

Descrizione del lavoro

Gulf Winds in Pensacola, FL is seeking an Expansion Services Manager to lead the department within the Project Management Division. The role oversees mergers and acquisitions, branch construction, market expansion, and IT deployments from due diligence to close-out, with responsibility for timelines, budgets, and cross-functional coordination.

You will manage staff, align expansion deliverables with strategic objectives, and ensure compliance with regulatory standards while working with

Competenze

• Experience leading strategic growth initiatives including mergers and acquisitions, due diligence, integration and market expansion.
• Strong knowledge of Credit Union operations and regulatory considerations.
• Excellent leadership, communication, and cross-functional collaboration skills.

Mansioni

• Directs strategic growth initiatives: mergers & acquisitions, branch construction, market expansion, IT deployments.
• Leads due diligence coordination, integration planning, and multi-domain workstreams.
• Manages branch build projects, coordination with Facilities and external partners.
• Supervises Expansion Services staff, assigns workloads, recruits and trains.
• Tracks resource allocation and inter-department dependencies; escalates conflicts.
• Monitors progress against goals, ensuring regulatory and quality standards are met.

Conoscenze

Project management

Mergers & acquisitions

Due diligence

Regulatory coordination

Communication

Team leadership

Formazione

Bachelor's degree or certifications (PMP preferred)

Descrizione del lavoro

Expansion Services Manager

Full Time Management Pensacola, FL, US

Salary Range: $89,000.00 To $105,000.00 Annually

About Gulf Winds

Service Beyond Banking - At Gulf Winds, we are forward-thinking and team-oriented. We recognize and reward service that exceeds our members’ expectations and, most importantly, have fun while working hard and impacting our community. We’re looking for driven professionals who are passionate about service, fueled by purpose, and guided by core values of Integrity, Care, Growth, and Innovation

Our Values

Integrity

We own our decisions and actions by doing the right thing, learning from our mistakes, and taking responsibility.

Care

We help members meet their goals by listening to understand and offering the best solutions, placing kindness above all else.

Growth

We set ambitious goals, provide personal development opportunities, and encourage results.

We challenge the status quo to enhance the member’s experience and solve tomorrow’s challenges today.

We Invest in Our People

We offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance. Benefits include 11.5 paid federal holidays, PTO starting at 18 days for new hires, 16 hours of paid volunteer time, competitively priced medical insurance, and dental and vision coverage with 100% of individual premiums paid by Gulf Winds. Team members also receive employer-paid life insurance, short-term disability coverage, a 401(k) with company match, an employer-funded pension plan, flexible spending accounts, tuition reimbursement, and wellness programs.

Working at Gulf Winds

Working at Gulf Winds is not just a job, it’s a career. We’re hiring collaborative, motivated people who want to love what they do. We recognize and reward excellent member service and have fun while working hard. When you join the team, you can expect:

• Open and transparent communication with your leaders
• Consistent coaching and opportunities to improve performance.
• Collaborative and team-focused environments
• Short and long-term professional development
• Opportunity to participate in cross-functional projects.

With you on our team we can achieve our vision of becoming the leading and most trusted credit union on the Gulf Coast.

Role:

The Manager of Expansion Services leads the Expansion Services department - the dedicated growth-execution team within the Project Management Division - under the direction of the VP of Project Management. Responsible for leading the organization's strategic growth work, including mergers and acquisitions, branch construction and builds, market expansion, and ITM deployments. Directs the technical and project management of these initiatives from due diligence through integration and close-out, with substantial scope, impact, risk, and complexity. Manages and develops the department's staff, aligns expansion deliverables with strategic objectives, coordinates cross-functional and external partners, tracks resource allocation, and escalates potential conflicts appropriately. Ensures expansion activities are timely and completed in accordance with established organizational quality standards, regulatory requirements, and guidelines.

Essential Functions & Responsibilities:

E 30% Directs and is responsible for planning, developing, and executing the organization’s strategic growth initiatives - mergers and acquisitions, branch construction and builds, market expansion, and ITM deployments - including deliverables, resources required, timelines, major milestones, budgets, asset onboarding, post-project hand-off/support, and communication.

E 20% Leads mergers and acquisitions due diligence coordination and integration planning; manages multi-domain diligence frameworks, cross-functional workstreams, and executive and stakeholder reporting throughout the deal lifecycle.

E 15% Manages branch build and construction project delivery in partnership with Facilities, external general contractors, architects, and consultants; oversees permitting coordination, change order documentation, and vendor deliverables.

E 15% Supervises, coaches, and develops Expansion Services staff, assigns and balances workloads, resolves staffing and performance issues, and oversees recruitment and training.

E 10% Tracks resource allocation and capacity, escalates potential conflicts to the TBD, and coordinates cross-departmental dependencies with Project Services and other divisions.

E 5% Monitors the progress of all expansion initiatives against established goals and timelines, ensuring regulatory and quality standards are met, and provides continuous status communication to senior leadership.

N 5% Performs other job-related duties as assigned.

Performance Measurements:

1. Leads the initiation, planning, and execution of complex expansion and acquisition initiatives while adhering to organizational delivery, quality, and budget standards. Ensures all diligence, integration, and construction documentation is complete, accurate, and timely.

2. Coordinates due diligence and integration activities across internal domains and external partners; ensures findings, risks, and dependencies documented and escalated appropriately.

3. Supervises and coordinates work performed by team members. Resolves all staffing, coaching, and performance issues; responsible for team member motivation and oversees recruitment and training.

4. Generates reports relating to expansion and acquisition status promptly and provides recurring updates to executive stakeholders as requested.

5. Coordinates with internal partners, vendors, general contractors, and outside advisors as needed to meet project deadlines. Reviews specifications and deliverables for adherence to project and regulatory requirements.

6. Ensures Senior Management is appropriately informed of area activities, potential risks, and/or significant problems, and that adequate communication is maintained to all appropriate parties.

Knowledge and Skills:

Experience Three to five years of similar or related project management, mergers and acquisitions, or strategic initiative experience, including prior lead or supervisory experience. Thorough knowledge of Credit Union operations. Previous financial institution experience preferred, with exposure to mergers and acquisitions, due diligence, construction or facilities project coordination, and/or market expansion. Experience in vendor management and regulatory coordination (e.g., NCUA and state regulatory processes). PMP certification preferred.

Education (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology or project management certifications in lieu of a degree).

Interpersonal Skills Work frequently involved exercising advanced conflict resolution, giving material presentations, and resolving issues impacting multiple departments or divisions. Role also requires the ability to motivate or influence others as a material part of the role, with a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an important part of the role and a high level of interpersonal skills is critical to the success of this position.

Other Skills Must have excellent resource management, strategic planning, and communication skills. Ability to discuss technical and financial issues effectively with technical professionals, executive stakeholders, and external partners. Demonstrated strong analytical and problem-solving skills. Strong knowledge of project management, due diligence, and integration principles, frameworks, and best practices. Ability to read, write, comprehend, and speak English clearly.

Physical Requirements This role requires sitting at a computer for most of the day. This role would also need the ability to file files, open filing cabinets, and bend or stand as necessary.

Work Environment The position is based in-office in our Pensacola, Florida market, operates primarily in an office setting, and routinely uses standard office equipment, including computers, printers, and phones. This position requires consistent in-office presence to collaborate with team members and fulfill job responsibilities effectively. It requires actively participating in conference calls and meetings with other Credit Union team members and vendors. The standard expected work schedule is Monday through Friday, 8:00 a.m. to 5:00 p.m. After-hours work or travel is required to meet project deadlines or attend conferences, seminars, or meetings. Must adhere to safety rules and regulations.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.

Gulf Winds is an Equal Opportunity Employer and Drug Free Workplace