Jobs and Careers

Manager, Portfolio Strategy (Financial Opportunity)

United Statesfull_timeVerifiedPosted 5 Sept 2025

About the role

Navy Federal’s Office of Financial Opportunity (OFO) mission is to enable financial opportunity for all members, with a particular focus on members and communities who face the greatest barriers, including those with low-to-moderate incomes and other underserved groups. As part of the Military Affairs & Strategic Partnerships department, OFO drives amplification of Navy Federal’s commitment to military, veterans and their families.

Assist in driving alignment and collaboration with business units (BUs) and the Member Strategy Office
Bring expertise to inform design and execution of department initiatives
Build cross-organizational buy-in to embed a military community and underserved lens in data-backed decision-making of financial opportunity priorities and Enterprise Strategy execution
Establish credibility throughout Navy Federal as an effective collaborator on the development of financial solutions for diverse and underserved populations
Support the OFO team in delivering responsibility/accountability for Navy Federal’s Financial Opportunity strategy and initiatives
Be a thought leader on creative and flexible solutions for loan and financial services by identifying innovative technologies and analytical tools, relevant risks, and risk mitigation that can expand Navy Federal’s provision of banking services to the military community and underserved populations
Drive enterprise change and learning by embracing new, flexible, and agile approaches to improve business performance and member service
Develop, iterate, and execute short-term and long-term financial opportunity strategies by leveraging analytics and providing insights into innovative industry practices
Leverage data to measure, track, and analyze the effectiveness of financial opportunity initiatives to report on progress and identify opportunities to inspire action, drive outcomes, and reinforce accountability throughout the organization
Provide strategic recommendations to the OFO team and others regarding opportunities to expand and meet the needs of military communities to expand membership and member services
Assist in the preparation of reports to Navy Federal’s executive team on the status and impact of Navy Federal’s financial opportunity initiatives
Direct report to AVP, Portfolio Strategy, Financial Opportunity. May in future lead a team.
Perform other duties as assigned

Bachelor’s degree in business, finance, economics, or related field, or the equivalent combination of education, training, and experience
Experience in implementing strategic initiatives to support organizational objectives
Experience in demonstrating initiative taking, decision-making, and creativity in solving business problems
Strong interest in financial inclusion, affordable housing, and digital financial services
Proven analytical and problem-solving skills
Experience in understanding management priorities and vision regarding how data can be used to inform and drive key business decisions
Experience developing and implementing financial services products or solutions, preferably in consumer financial services
Extensive experience in managing multiple priorities independently and/or in a team environment
Significant experience collaborating on cross functional teams in complex environments
Ability to navigate a complex organization while maintaining cultural awareness and flexibility
Significant experience in influencing and building relationships within all levels of an organization
Expert verbal, written, interpersonal, and presentation skills

Desired Qualifications

Knowledge of credit union or retail banking operations

Hours: Monday - Friday, 8:00AM - 4:30PM

Locations: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526 | 141 Security Drive, Winchester, VA 22602

Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.

Our approach to careers is simple yet powerful: Make our mission your passion.