Job Description

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The Partner supports business transformation, process improvement initiatives, and M&A integrations across the bank. Operating with strategic insight and broad cross-functional collaboration, the Partner focuses on identifying and executing initiatives that enhance operational efficiency, support seamless integrations, and drive positive change. The role requires strong project leadership and advisory skills but does not involve direct people management. The Partner serves as a key contributor to strategic initiatives with enterprise-wide visibility, developing into a more senior strategic advisor over time.

• Identify opportunities to optimize business processes across lines of business to drive operational efficiencies and service enhancements.
• Support the design and documentation of future-state processes and develop recommendations based on business needs and strategic goals.
• Collaborate with business and operational leaders to implement transformation initiatives and track outcomes.
• Participate in M&A integration planning and execution, supporting due diligence, process mapping, risk identification, and project management activities.
• Coordinate with functional and operational leaders to ensure integration initiatives meet organizational objectives and timelines.
• Monitor integration progress and surface recommendations to improve efficiency, mitigate risks, and optimize outcomes.
• Contribute to the development of business cases and strategic plans that support key transformation initiatives.
• Analyze operational data, financial metrics, and market trends to inform process redesign and improvement strategies.
• Partner with stakeholders to align initiatives with broader enterprise goals.
• Support change management activities associated with transformation efforts, including communications, training plans, and stakeholder engagement activities.
• Help create a culture of continuous improvement across the organization by encouraging adoption of new processes and practices.
• Work with teams across business lines, technology, operations, and corporate functions to ensure effective execution of initiatives.
• Influence stakeholders through strong communication, critical thinking, and partnership, without formal authority.

• Bachelor’s degree in Business, Finance, Strategy, or a related field; advanced degree a plus.
• Minimum of 5 years of experience in business transformation, process improvement, M&A integration, or strategic program management, preferably within financial services (or combination of education and experience)
• Experience contributing to large-scale initiatives and supporting cross-functional change efforts.
• Solid understanding of process improvement techniques, project management principles, and change management methodologies.
• Strong analytical, communication, and relationship-building skills.
• Ability to work independently while collaborating across a matrixed organization.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.