What are the responsibilities and job description for the Executive Vice President / Chief Strategy Officer position at Beacon Credit Union?
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.
- 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.
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.