If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer.
Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!
The Portfolio Strategy and Business Operations Lead, Managing Director role will work within the Middle Market division of the Commercial Bank. The key focus of this role is to provide foundational contributions to the buildout and advancement of Middle Market’s reporting, processes, and controls. You will be responsible for designing, delivering, and continuously improving reporting frameworks and data-driven insights that support portfolio oversight, performance monitoring, and strategic decision-making. Additionally, this role will be responsible for supporting and leading key initiatives and projects that help Middle Market and Webster reach our strategic objectives. The role will collaborate with multiple internal and external stakeholders, including credit professionals, finance, commercial administration, technology partners, and senior management.
The candidate must possess a strong work ethic, be focused on attention to detail and be motivated by success. The ideal candidate will have experience in financial services, particularly in the Commercial Banking space. It is also critical that this person is comfortable with rapidly changing and evolving direction and priorities.
Responsibilities:
- Lead the development and enhancement of recurring and ad hoc portfolio reports, dashboards, and analytics in support of performance, risk, and operational metrics
- Partner with portfolio managers and senior leadership to understand reporting needs and translate business requirements into actionable insights
- Drive automation and process improvement initiatives to streamline data collection, validation, and report generation
- Maintain and enhance data integrity across reporting tools, working closely with commercial administration and technology teams
- Provide insights and recommendations through deep data analysis, supporting strategic portfolio decisions and risk mitigation efforts
- Oversee the production of monthly, quarterly and annual reporting packages for internal and external stakeholders, including senior management, regulators, and auditors
- Ensure compliance with regulatory and internal reporting standards and contribute to audit readiness
- Support senior leadership on high-priority projects and cross-functional initiatives, from problem definition through execution
- Develop business cases and presentation materials for strategic decision-making
- Coordinate with stakeholders across commercial, credit, and technology to advance project goals
Educations, Skills & Experience:
- Education: Bachelor’s degree
- Experience: 10+ years of experience in financial services
- Strong analytical and problem-solving skills with proven ability to interpret complex data and provide actionable insights
- Strong written and verbal communication skills
- Strong competency in Microsoft Office suite – including Excel and PowerPoint
- Excellent communication and interpersonal skills, with the ability to present findings to non-technical audiences
- Self-starter with strong project management skills and the ability to manage multiple priorities in a fast-paced environment.
Locations: New York: Manhattan, White Plains, Jericho; CT: Stamford, Hartford, New Haven; Massachusetts: Boston; Rhode Island: Providence; Option for hybrid schedule if deemed appropriate.
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The estimated salary range for this position is $150,000.00 to $175,000.00. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
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What We Do
Webster is a leading commercial bank that delivers financial solutions to business, individuals, families and partners. With more than $60 billion in assets, we offer digital and traditional service delivery through our differentiated lines of business: Commercial Banking, Consumer Banking and HSA Bank, one of the country’s largest providers of employee benefits solutions.
Webster Financial Corporation and its subsidiaries ("Webster") are equal opportunity and affirmative action employers M/F/D/V. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.
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