Chief Strategy Officer jobs

Job Description:

Minimum Requirements: Bachelor’s degree, or foreign equivalent, in Finance, Economics or a closely related field plus three years of experience in the job offered or a related occupation.

Special Skill Requirements:

Three years of experience in each of the following:

• Experience in strategy consulting, banking, and or corporate strategy

• Experience in financial services technology and or e-commerce

• World class strategic and analytical thinking, with a demonstrated ability to synthesize multiple sources of information (quantitative and qualitative) to solve complex problems in a structured, data-driven way

• Experience in providing strategic advice to complex global organizations

Salary:$126,173.00-175,000.00per annum. 40 hours per week; M-F, 9:00 a.m. to 5:00 p.m.

Must be legally authorized to work in the U.S. without sponsorship.

Our Benefits:

Any general requests for consideration of your skills, please

Job Description:

Job Description:

The Credit Officer II (CO II) is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions for commercial banking clients. Products include lines of credit, term loans, real estate loans, and syndicated loans. The CO II manages all of the ancillary credit exposure to clients. The CO II maintains knowledge of other BofA products including Investment Banking and Treasury Management that have credit exposure, and leverages product expertise to deliver the best possible and optimally integrated strategic solution for the client or prospect. This role reports to the Commercial Credit Manager or Executive and will be aligned to an Underwriting Team that supports the market.

Responsibilities:

• Manages the credit process for a portfolio of clients

• Negotiates credit documentation

• Leads the credit and risk approval processes

• Builds relationships with existing and prospective clients

• Mentors and supports associates

• Provides capital structure solutions

Skills:

• Client Solutions Advisory

• Financial Analysis

• Loan Structuring

• Risk Management

• Underwriting

• Account Management

• Credit Documentation Requirements

• Credit and Risk Assessment

• Decision Making

• Issue Management

• Analytical Thinking

• Coaching

• Collaboration

• Critical Thinking

• Customer and Client Focus

Required Qualifications:

• 10+ years of solid Commercial Banking Experience

• Experience in financial analysis, structuring, underwriting and portfolio management

• Analytical/technical skills, including financial accounting, modeling and loan structuring

• Strong communication skills; ability to communicate vertically, horizontally, and externally

• Industry knowledge across multiple sectors

BA/BS Degree Desired

This job is responsible for providing Consumer Lending advice to new-to-bank clients and external business development. Key responsibilities include applying mortgage lending principles and familiarity of Realtor, Builder, and Community contacts local to the market. Job expectations include having successful track-records of delivering lending services to clients by demonstrating an understanding of credit, lending guidelines, and the mortgage process.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• Provides exceptional client care by providing advice oriented solutions with Consumer Lending and Core Banking products
• Engages in community development, outside sales activities, and external networking to responsibly grow client and market share
• Understands lending processes and credit guidelines to best develop solutions for each client's needs
• Manages daily client and loan pipelines with astute organization, follow up, and high degree of collaboration with loan fulfillment partners
• Leverages digital solutions, providing clients with a choice in preferred service pathways
• Maintains and adheres to all federal and state regulations and bank operational requirements, delivering compliant client advice conversations and fulfilling financial goals

Skills:

• Business Development
• Client Management
• Customer and Client Focus
• Prospecting
• Risk Management
• Account Management
• Client Solutions Advisory
• Credit and Risk Assessment
• Pipeline Management
• Referral Identification
• Attention to Detail
• Credit Documentation Requirements
• Issue Management
• Networking
• Relationship Building

• Has 3+ years of experience in a loan origination role with a focus on generating self-sourced purchase business through a verifiable, established network of referral sources
• Demonstrated understanding of effectively managing a pipeline in order to deliver an exceptional client experience
• Has a strong knowledge of loan products Conventional, Jumbo and Government.
• Demonstrated ability to understand, analyze, and document income, assets and liabilities properly in order to qualify clients for specific loan products
• Demonstrated understanding of processing, underwriting and/or closing procedures
• Has a working knowledge of federal regulations governing real estate lending
• Ability to source clients independently and not rely on enterprise referrals with demonstrated success in generating business from external Centers of Influence real estate professionals, builders, and other external referral partners in a compliant manner as well as within bank policy.
• An ability to work independently
• Is a strong communicator, both written and verbal
• Is self-motivated and highly organized
• Can prioritize multiple competing tasks
• Uses appropriate interpersonal styles, communication methods and approaches to gain clients and keep them informed during the loan process
• Demonstrated understanding of the connection of the level of service provided being directly correlated to driving sales volume
• Can be flexible to work weekends and or extended hours as needed to serve clients
Desired Skills and Experience

• Familiarity with FHA and HUD guidelines
• Strong computer skills including MS applications and previous experience utilizing laptop technology for communication purposes including accessing rate, credit and loan status information
• Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
• The ability to analyze and comprehend complex financial data and provide financial alternatives
• Professional and effective interpersonal skills
• An ability to take ownership, accountability and can demonstrate integrity
• Adaptability and can demonstrate flexibility
• A positive attitude
• Effective communication styles

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators

High School Diploma / GED / Secondary School or equivalent

Being the cybersecurity partner of choice, protecting our digital way of life.

1. Strategic Partner to the CPO

• Partner with the CPO to develop, evolve, and operationalize the multi-year People Strategy, ensuring alignment with enterprise priorities and transformation objectives.

• Act as a connector and integrator across all People sub-functions, including Talent, Total Rewards, DEI, Learning, HR Tech, and Places, bringing cohesion and clarity to the collective strategy.

• Support the PLT in setting and prioritizing strategic initiatives that enable scale, impact, and transformation.

2. Strategic Planning & KPI Governance

• Lead the People Team’s strategic planning and goal-setting process, ensuring tight alignment with company-level OKRs.

• Develop and maintain a People Strategy Dashboard that tracks performance against key enterprise and People metrics, including leadership confidence, engagement, performance differentiation, and efficiency.

• Drive accountability by ensuring the PLT measures what matters, reports outcomes consistently, and uses data to guide decision-making.

3. Transformation Design & Strategic Governance

• Structure and frame People-related transformation initiatives

• Provide strategic scaffolding and governance models for initiatives led across the People function, ensuring alignment, sequencing, and clarity of ownership.

• Serve as the strategic interface between the People Team and Corp Strategy and or other Transformation Offices to ensure synchronization of priorities.

4. Executive and Board Communications

• Lead the creation of executive and Board-facing communications that articulate the People Strategy and progress against key priorities.

• Develop clear, data-driven narratives and materials for Board updates, executive off-sites, and quarterly business reviews, reflecting the strategic maturity of the People function.

• Translate analytics and insights into concise, compelling stories that demonstrate organizational impact, transformation outcomes, and future priorities.

5. Research, Benchmarking & Strategic Insight

• Conduct market and best-practice research across high-growth and technology peers to inform the evolution of Palo Alto Networks’ People Strategy.

• Act as the internal strategist who anticipates talent and organizational needs based on external trends and internal data.

Your Experience

• 8–12 years of experience in People Strategy, Corporate Strategy, or Management Consulting, ideally within a high-growth or technology environment.

• Demonstrated success in strategy development, organizational design, and enterprise planning at scale.

• Strong analytical and conceptual skills; able to integrate data, insight, and storytelling into actionable strategies.

• Exceptional communication and presentation capability, with experience preparing materials for senior executives and Boards of Directors.

• Proven ability to influence and align cross-functional senior stakeholders without direct authority.

• High learning agility, intellectual curiosity, and comfort operating in fast-moving, high-ambiguity environments.

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $218,600 - $299,925/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.

Strategic Initiatives and Process Engineering Managerrole reports to the head of CMDO Strategic Initiatives Executive and will be responsiblemanaging the assessment, development, execution, and oversight of process improvement and transformation initiatives to achieve CMDO short and long-term strategic goals.

Responsibilities:

• Solves complex problems and delivers on business initiatives and processes by applying subject matter expertise and technical knowledge of the business

• Performs analytics, assessments, and/or interpretation of data and/or information to identify business opportunities, derive insights, and measure outcomes

• Understands, builds, improves and/or executes business initiatives and/or processes, while partnering with stakeholders and partners

• Engages with key stakeholders, partners, and business leadership to deliver on business objectives

• Develops strategic and tactical plans to drive progress towards business goals and objectives

• Strong ability to communicate with executives, business leaders, and technical teams to ensure alignment and transparency across initiatives

Required Qualifications:

• 5-8 years of experience in Process Engineering, Business Analytics and Project Management & Support

• Transform complex information and data into clear, concise and visually engaging slides. Strong data visualization and design, and storytelling abilities.

• Engineers solutions to complex problems in support of performance plan objectives to resolve issues and risks, optimize efficiency, reduce variability, and improve controls, effectiveness, quality, and sustainability

• Demonstrate intellectual curiosity. Ability to read and understand complex matters, anticipate risks and summarize key information.

• Ability to overcome obstacles and solve problems quickly and efficiently. Self-starter with excellent anticipation skills; problem solving; follow up

• Experience developing content that enables C-suite leadership alignment and decision making

• Strong communication skills: ability to communicate effectively both in writing and verbally and feel comfortable delivering insights and recommendations to senior management

• Ability to manage multiple projects while meeting deadlines and quality standards

• High attention to detail and strong organizational skills

• Demonstrated dependability and sense of urgency. Comfortable working with people at all organizational levels

• Ability to work well under pressure, adapt to unexpected events, prioritize and multi-task in a deadline driven environment

• Ability to navigate in a highly-matrixed environment

• Comfortable taking initiative and being resourceful/entrepreneurial

Desired Qualifications:

• Strong leadership skills with experience managing direct reports and cross-functional teams

• Exceptional communication and stakeholder management skills

• Familiarity with JIRA

Skills:

• Business Acumen

• Critical Thinking

• Result Orientation

• Analytical Thinking

• Collaboration

• Oral Communications

• Python

• PySpark