Director, Individual Segment Strategy

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.

This position is responsible for the development and management of strategic priorities, planning, investments, and road maps. This role will work to generate a clear understanding of and alignment surrounding key initiatives, to include their priority across the individual customer segment and enterprise. This position will work collaboratively across the segment, enterprise, and industry to identify areas of opportunity, based on customer need, and work to develop strategies and tactics to monetize differentiated customer focused solutions. It is essential that this role works across critical functions like product owners, individual segment leaders, customer experience, technology, finance, marketing and human resources to ensure that operationalization of initiatives aligns to customer need and individual segment goals.

About This Role:

 

Strategic Planning & Execution

• Lead the development and execution of the Individual Segment's strategies and multi-year strategic plan in alignment with the Banking Division's overall strategy and organizational priorities.

• Collaborate with segment leadership to identify growth opportunities, including market expansion, product innovation, digital initiatives, and customer acquisition strategies. •

Translate broad strategic objectives into actionable implementation plans with clear metrics, timelines, and accountability measures. • Support strategic planning reviews and provide ongoing strategic guidance to segment leadership.

• Monitor progress against strategic initiatives and recommend course corrections as needed.

Cross-Functional Collaboration & Alignment

• Partner with functional areas including Marketing, Technology, Operations, Risk, and Finance to ensure strategic alignment and integrated execution.

• Serve as a liaison between the Individual Segment and the Banking Division's Strategic Planning team, ensuring consistency in planning approaches and communication.

• Facilitate collaboration across product lines within the Individual Segment (retail banking, consumer lending, small business, etc.) to identify synergies and optimize resource allocation.

• Build strong working relationships with strategic planning counterparts in other segments and divisions.

Strategic Analysis & Insights

• Market & Competitive Intelligence: Analyze market trends, competitive dynamics, and customer insights to inform strategic decision-making and identify opportunities for competitive advantage.

• Identify critical performance gaps and partner with leaders to prioritize improvements

• Innovation & Emerging Trends: Monitor industry innovations, emerging technologies, and changing customer behaviors to ensure the segment remains forward-thinking and customer centric.

Strategic Communication

• Develop clear and compelling communications that articulate the Individual Segment's strategic direction to internal stakeholders at various organizational levels.

• Create presentations, business cases, and strategic briefings for leadership reviews and decision-making forums.

• Ensure segment teams understand how their work connects to broader strategic objectives.

The Ideal Candidate for This Role:

 

Experience & Education

• 10+ years of progressive leadership experience in financial services, with at least 5 years in strategy or related roles.

• Bachelor's degree required, MBA or advanced degree in Finance , Economics, Business, or related field preferred.

• Proven success in developing and executing multi-year strategic plans within retail banking or consumer financial services.

• Experience working in cross-functional environments and managing complex, multi-stakeholder initiatives.

Knowledge & Skills

• Deep understanding of banking, banking products, and the competitive landscape, and financial markets with strong analytical and strategic thinking capabilities.

• Exceptional project management abilities with sill in managing multiple priorities and attention to detail

• Proficiency in data analysis tools and business intelligence platforms to drive insights

• Outstanding written and verbal communication skills, including executive-level presentations

Key Qual