Strategy Execution Lead (San Diego)

General Summary

This role bridges the gap between strategy and execution—transforming insights into action through coordinated project management, stakeholder alignment, and results tracking. This role plays a critical part in driving key initiatives across marketing, product, and operations to enhance member engagement, accelerate growth, and increase organizational agility.

Principal Accountabilities (95%)

Execution Planning and Activation

• Translate data-driven strategies into structured execution plans.


• Own initiative roadmaps, including deliverables, milestones, owners, and dependencies.


• Collaborate with stakeholders across Marketing, Member Experience, and Operations to launch, manage, and optimize initiatives.


• Oversee timelines, track action items, and resolve blockers to maintain progress.

Campaign and Program Management

• Lead the delivery of initiatives such as credit card growth campaigns, member segmentation activations, and financial wellness pilots.


• Guide working groups or project teams through agile-style sprints or structured workback schedules.


• Utilize Jira, Microsoft Teams, and Power BI for tracking and reporting on progress.

Strategic Insights Integration

• Partner with analysts to translate data insights into actionable business opportunities.


• Establish feedback loops to ensure continuous learning and process improvement.


• Document best practices, frameworks, and playbooks to scale execution strategies.

Stakeholder Engagement

• Serve as the primary liaison between BI&A and cross-functional teams during project execution.


• Facilitate meetings, track key decisions, and manage communication flow effectively.


• Support senior leadership through detailed summaries, dashboards, and retrospectives.

Secondary Accountabilities (5%)

• Assists with special projects.


• Performs other duties as assigned.


• Comply with regulatory guidelines and internal policies.


• Complies with BSA requirements as commensurate with position.

Position Requirement and Qualifications 

Abilities:

• Proven ability to work cross-functionally across departments (e.g., Marketing, Product, Retail, Operations).


• Strong analytical skills with the ability to translate insights/data into strategic action plans.


• Excellent communication and stakeholder management skills


• Highly organized, detail-oriented, and capable of managing multiple complex initiatives simultaneously

Knowledge, Education, Certifications, Licenses:

• Bachelor’s degree or achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree 


• Proficiency with Jira, Power BI, Excel, SharePoint, Microsoft Planner, and Teams.

Experience:

• 5–8 years of experience in strategy execution, strategic operations, business consulting, or program management.


• Experience in financial services, fintech, credit unions, or member-driven organizations is a plus.

Working Conditions and Physical Demands

Work is performed in a general office environment.  This position does not require significant physical effort.  Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job.