• SVP, Corporate Strategy & Business Performance Management

    Job Locations US-CA-Rancho Cucamonga
    Req No.
  • The Opportunity

    CO-OP Financial Services is bringing digital transformation to the credit union movement. We’re creating innovative technology solutions that help not-for-profit credit unions best serve their members and compete with the big banks.  As a result, our world-class team is growing faster than ever! If you’re passionate about technology and want to be part of a purpose-driven organization, this is an exciting opportunity to provide real value and help shape the future of human-centered financial services.


    We are seeking a talented SVP, Corporate Strategy & Business Performance Management to work closely with the Chief Strategy Officer and the CO-OP Executive Team to lead development of CO-OP’s Corporate Strategy.  This leader will also work with the Executive Team to identify, gather and synthesize key measures that will validate CO-OP’s progress against critical short term initiatives and long term strategic objectives.        

    What You Can Look Forward to

    • Lead CO-OP’s Corporate Strategy development, including the annual Strategic Planning cycle with CO-OP’s Executive Team.
    • Develop supporting analysis identifying new markets and key initiatives that will drive CO-OP’s short and long term strategic and financial objectives.
    • Partner with the Chief Product Officer organization and other CO-OP functions to ensure product development supports Corporate Strategy.
    • Participate in CO-OP’s PDLC process and provide thought leadership to CO-OP Senior Management team to support strategy development throughout the organization.
    • Lead CO-OP’s Business Performance Management function to identify, gather and synthesize key measures that will validate CO-OP’s progress against critical short term initiatives and long term strategic objectives.
    • Synthesize disparate quantitative and qualitative data points across the entire CO-OP organization into summary findings and actionable recommendations for the Executive Team.
    • Ensure the CEO & Executive Team are aligned on progress towards all strategic, financial, people and operational imperatives.
    • Support and own special projects as needed.
    • Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.

    What You’ll Need to Succeed

    • 10+ yrs. experience within the financial services industry or management consulting demonstrating consistent growth in responsibilities and accomplishments.
    • 7 years of working experience in a strategy management position in a fast paced and dynamic business environment, including experience overseeing activities of a strategy management team.
    • Experience in strategic planning and analysis, market research, competitive intelligence, and corporate business development.
    • Experience developing business cases to support early stage product development process as well as potential new market or partner evaluation.
    • Successful track record of developing and driving growth initiatives and identifying business opportunities.
    • MBA Required.
    • Understanding of the financial services industry and associated consumer products.
    • Knowledge of corporate strategy development.
    • Familiarity with acquisitions process, diligence process, valuation analysis.
    • Knowledge of product management best practices.
    • Will be a strategic and creative thinker, result-driven, self-motivated and proactive.
    • Can quickly and intuitively grasp how external market changes and internal capabilities intersect to create new opportunities or present risks.
    • Will demonstrate strong leadership skills, having an ability to focus the leadership team in a unified direction and drive action against immediate performance gaps.
    • Strong problem solving skills and can demonstrate an innovative approach.
    • Must be able to excel in a constantly evolving environment.
    • Must possess strong financial analysis and modeling skills for the purpose of exploring of strategic options, developing creative solutions to complex issues and for the support of decision-making.
    • Must be able to deliver presentations to senior strategy management leadership, executives, and stakeholders.
    • Ability to represent CO-OP to relevant organizations inside and outside the credit union system.

    Why Join CO-OP?

    Get ready to be part of the exciting, ever-evolving and growing credit union movement!  As a CO-OP employee, you’ll have a chance to directly impact the access of financial opportunities to individuals and communities – and you’ll help drive the future of fintech at an energetic organization where contributions are valued, and innovation is championed.   


    With more than 35 years of industry leadership, CO-OP Financial Services is the largest, most comprehensive credit union service organization in the nation.  CO-OP serves as THE credit union technology engine, bringing payments solutions, engagement services and strategic counsel to help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service.


    CO-OP serves more than 3,000 client credit unions, with 60 million debit and credit cardholders, nearly 30,000 surcharge-free ATMs and more than 5,600 shared branches nationwide. Our vast technological ecosystem facilitates more than 6.5 billion transactions every year and equips credit unions of all sizes to deepen member engagement and prosper in the fast-paced world of fintech.

    The Perks

    • Fun, challenging and, collaborative work environment with passionate colleagues that care deeply about the intersection of technology and human-centered financial services.
    • Health benefits – medical, dental, & vision plus wellness programs and gym reimbursements.
    • 401K with generous company match.
    • Tuition reimbursement.


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