Strategy & Execution Lead

Posted 23 Days Ago
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Parkwood, WA, USA
In-Office
Senior level
Insurance • Financial Services
The Role
Lead critical change initiatives at the Bank, designing strategic roadmaps, overseeing implementation, and ensuring cross-functional alignment to enhance customer engagement and operational excellence.
Summary Generated by Built In
Join Our Team!

We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.

The Position

Job TitleStrategy & Execution Lead

Job Description

Team Description

The Bank’s Program & Strategy Office drives enterprise-wide transformation by combining consultancy rigor, operational expertise, and industry insight to deliver measurable, sustainable improvements in performance. Comprised of former management consultants, strategic program managers, and industry experts, the team partners closely with senior executives to tackle complex challenges, reimagine processes, and strengthen customer engagement. Guided by best-in-class frameworks, rigorous analysis, and customer-centric thinking, the office ensures the seamless execution of initiatives that align with the Bank’s strategic vision and competitive differentiation.

Position Summary

As an Engagement Lead, you will orchestrate the Bank’s most critical and complex change initiatives. Your role involves designing strategic roadmaps, ensuring flawless execution of transformative programs, and embedding a culture of innovation, agility, and continuous improvement. You’ll bring together cross-functional teams, translate Voice of the Customer (VOC) insights into practical solutions, and maintain laser focus on achieving measurable outcomes that support the Bank’s long-term vision.

Key Responsibilities

  • Program Oversight: Lead end-to-end transformation efforts, from strategy formulation through implementation, ensuring that all deliverables meet quality, timing, and budget expectations.
  • Cross-Functional Alignment: Facilitate collaboration among diverse business units, clarifying roles, responsibilities, and interdependencies to enable seamless execution.
  • Performance Metrics & VOC Integration: Define KPIs, track performance against goals, and integrate customer feedback loops to refine solutions and maximize value creation.
  • Strategic Communications: Provide clear, compelling executive-level reporting on progress, milestones, risks, and recommended actions.
  • Financial Impact Realization: Partner with finance teams to quantify project benefits, monitor value capture, and ensure financial discipline throughout transformation initiatives.
  • Coaching & Advisory: Serve as a strategic advisor, guiding project teams on best practices, agile methodologies, and advanced program management techniques.
  • Innovation & Continuous Improvement: Identify and implement process enhancements, leveraging data-driven insights and industry trends to sustain competitive advantage.
  • Cultural Advocacy: Embed a customer-centric and results-oriented mindset, challenging traditional thinking and fostering an environment that embraces change.

Qualifications

  • Education: Bachelor’s degree required; MBA or other advanced degree preferred.
  • Experience: 6+ years leading large-scale transformation efforts, ideally at a top-tier consultancy or in a similarly strategic role, with a strong focus on operational excellence and customer experience within financial services.
  • Methodologies: Proficiency in agile methodologies, program management best practices, and data-driven decision-making.
  • Analytical Capabilities: Skilled in translating VOC and other qualitative inputs into quantitative performance metrics, using analytics to guide decision-making.
  • Communication & Facilitation: Exceptional ability to communicate complex ideas clearly and drive consensus across diverse stakeholder groups.

Key Competencies

  • Change Leadership: Demonstrated track record of influencing cultural shifts, inspiring trust, and championing bold, transformative ideas.
  • Strategic Thinking: Ability to balance long-term vision with near-term execution, ensuring that initiatives deliver both immediate and enduring value.
  • Collaborative Mindset: Skilled at bringing together cross-functional teams to achieve shared goals and foster a cohesive, high-performing environment.
  • Customer Centricity: Dedicated to understanding and elevating the customer experience, leveraging feedback to guide improvements.
  • Data Fluency: Comfortable using analytics, visualization tools, and relevant software to inform decisions and track results.

Key Measures of Success

  • Achievement of defined KPIs, including operational efficiencies, improved customer satisfaction scores, and measurable financial returns.
  • Positive feedback from senior leadership on the effectiveness, clarity, and sustainability of transformation initiatives.
  • Evident cultural shifts within the organization, indicating stronger alignment, adaptability, and commitment to continuous improvement.

#LI-BR1

All Locations:Plano-Parkwood

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at [email protected] for assistance. 

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

Skills Required

  • Bachelor's degree
  • 6+ years leading large-scale transformation efforts
  • Proficiency in agile methodologies
  • Exceptional communication skills
  • MBA or other advanced degree
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The Company
HQ: Durant, OK
1,771 Employees

What We Do

First United Bank is a progressive and innovative community banking organization. By virtue of its growth from a single unit bank into a multi-community banking enterprise, First United is categorized as a "Super Community Bank."​ As one of the largest banking organizations in the Southwest, First United focuses on retail and community banking, targeting consumers and small-to-mid-sized businesses within its market areas. First United provides a comprehensive range of financial services including retail, commercial, trust, brokerage, mortgage and insurance products. First United is the premier provider of financial products and services in every market we serve. We deliver services through an expansive network of community bank locations throughout Oklahoma and Texas. www.firstunitedbank.com/locations At First United, we believe that to spend life wisely, you should have a balance in the four pillars of wellness, personal development, financial well-being and faith. Check out our website blog at www.spendlifewisely.com. Facebook: firstunited1 Twitter: @firstunitedbank Google+: +firstunitedbank1 YouTube: firstunitedbank1 Member FDIC NMLS # 400025

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