WORKERS FEDERAL CREDIT UNION
VP, Strategic Initiatives & Planning
WORKERS FEDERAL CREDIT UNION, Littleton, MA
Career Opportunity: Vice President, Strategic Initiatives & Planning
Location: Littleton, MA (On-site)
This position will be based out of our Littleton Office.
Position Summary: The VP, Strategic Initiatives and Planning plays a critical role in guiding the strategic direction of the organization. You will be responsible for developing and executing our rolling six-quarter business plan, ensuring it aligns with our long-term objectives. Working closely with senior leadership, you'll foster collaboration across departments and drive initiatives that promote growth, innovation, and operational excellence.
General Responsibilities:
Qualifications:
About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Location: Littleton, MA (On-site)
This position will be based out of our Littleton Office.
Position Summary: The VP, Strategic Initiatives and Planning plays a critical role in guiding the strategic direction of the organization. You will be responsible for developing and executing our rolling six-quarter business plan, ensuring it aligns with our long-term objectives. Working closely with senior leadership, you'll foster collaboration across departments and drive initiatives that promote growth, innovation, and operational excellence.
General Responsibilities:
- Lead the development of the annual strategic plan, aligning key priorities with organizational goals.
- Work with executives to develop Objectives and Key Results (OKRs) and track progress towards measurable outcomes.
- Oversee the rolling six-quarter business plan, adapting to market trends and performance.
- Collaborate with cross-functional teams to ensure alignment between strategic initiatives and business goals.
- Partner with departments such as Finance, HR, and the Project Management Office to drive success and accountability.
- Report regularly to the executive team and board on the progress of strategic initiatives.
- Stay informed on industry trends and regulations to refine strategies.
Qualifications:
- Education: Bachelor's degree in business, Finance, or a related field (MBA preferred).
- Experience: 7-10 years in strategic planning, business development, or organizational effectiveness, ideally in financial services.
- Proven leadership in guiding complex initiatives and supporting executive teams.
- Expertise in OKR development, strategic execution, and change management.
- Strong analytical, project management, and communication skills.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.