Finance & Business Management Vice President - Affluent Branch Banking

Join our Finance & Business Management team and play a key role in supporting the growth and strategic priorities of the Affluent Branch Banking organization. You will partner across functions to deliver financial insights, evaluate business opportunities, and provide decision support that helps leadership drive profitable growth and disciplined execution.

As an Affluent Business Manager within Finance & Business Management, you will serve as a strategic finance and business management partner to the Affluent Branch Banking organization. You will provide data-driven insights, develop business cases, analyze performance, and create executive-ready materials that support strategic decision-making. You will partner across Finance, Analytics, Marketing, Servicing, Operations, and Product teams, with a focus on business case modeling, detailed reporting, and post-launch benefit realization supporting Affluent expansion within the branches.

Job Responsibilities

• Serve as a trusted advisor to Affluent leadership by using analytics to generate insights, evaluate performance metrics, and develop recommendations for senior decision-makers


• Build financial business cases for new ideas, feature launches, capability builds, and strategic changes, including sizing, return on investment, payback, scenario and sensitivity analysis, risks, and assumptions


• Produce reporting and analyze financial results, including expense and profitability drivers, to identify risks, opportunities, and recommended actions


• Build and standardize measurement frameworks to support business performance and decision-making


• Develop perspectives on the economics, milestones, and success metrics associated with Affluent expansion within branches


• Evaluate initiatives at the portfolio level and identify relevant trade-offs, constraints, and interdependencies


• Support roadmap prioritization by synthesizing options, assumptions, and trade-offs into decision-ready materials for senior leadership


• Partner with stakeholders on post-implementation reviews to validate benefit realization against business cases and identify corrective actions when needed

Qualifications, Capabilities, and Skills

• 7+ years of experience within financial organizations


• Bachelor’s degree in Accounting, Finance, or a related field


• Demonstrated ability to build relationships and influence stakeholders across functions or lines of business to advance strategic efforts and strengthen reporting and analysis


• Strong financial acumen and analytical skills with demonstrated strategic thinking, sound judgment, and operational focus


• Excellent communication and presentation skills with demonstrated ability to create executive-ready materials and deliver clear narratives


• Proficiency in Microsoft Office and relevant financial reporting tools


• Demonstrated ability to manage multiple priorities in a self-directed, results-oriented environment


• Candidates must be authorized to work in the U.S. This role does not provide employment-based immigration sponsorship, including support for OPT or CPT

Preferred Qualifications, Capabilities, and Skills

• Master’s degree