Senior Corporate Strategy Advisor

Job Description

JOB INFORMATION

Title:

Senior Corporate Strategy Advisor

Officer Title:

AVP

Grade:

30

FLSA Classification:

Exempt

Date Last Edited:

8/28/2025

Reports To:

Director of Strategy & Transformation

Department:

Corporate Development

URL Link

https://hvfcu.jdxpert.com/ShowJob.aspx?EntityID=2&jobcode=1091

PRIMARY FUNCTION

Shapes and advances the long-term strategic direction of the credit union. Partners with senior leaders across business units to identify growth opportunities, evaluate emerging industry trends, and guide enterprise-wide transformation initiatives. Acts as an internal consultant and trusted advisor, providing data-driven insights, facilitating strategic decision-making, and ensuring alignment between enterprise priorities and the credit union's mission of delivering long-term member value.

•

Partner with executive leadership to develop, refine, and track enterprise strategic plans.

•

Conduct market, member, and competitor analysis to identify risks, opportunities, and emerging trends.

•

Develop business cases, financial models, and strategic recommendations for new initiatives, partnerships, and growth opportunities.

•

Translate complex analysis into clear, concise narratives and recommendations for executive management and board-level audiences.

•

Serve as a trusted advisor to senior leaders on enterprise priorities and transformation initiatives.

•

Support the design and execution of cross-functional initiatives that drive efficiency, innovation, and measurable member impact.

•

Facilitate workshops, strategic off-sites, and decision-making sessions with executives and stakeholders.

•

Provide thought leadership on organizational change, strategic frameworks, and financial services best practices.

•

Establish and monitor KPIs and success metrics to track progress against strategic objectives.

•

Partner with Finance, Risk, and Business Intelligence teams to ensure alignment of strategic and financial planning.

•

Support enterprise portfolio management by helping to prioritize initiatives and allocate resources toward the highest-impact projects.

•

Build strong relationships with executives and senior leaders to drive buy-in and accountability for strategic initiatives.

•

Act as a connector between enterprise strategy, business units, and enabling functions such as Transformation Office, PMO, and CUSO partners.

•

Mentor junior strategy and transformation team members, contributing to the growth of internal consulting and advisory capabilities across the organization.

•

Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.

•

Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.

•

Responsible for regular and predictable attendance including punctuality.

Bachelor’s Degree

Business, Finance, Economics or related field

X

Master’s Degree

Business, Finance, Economics or related field

X

Project Management (PMP), Lean Six Sigma, or Change Management (Prosci)

X

Minimum 7 Years

Experience in corporate strategy, management consulting, financial services, or related strategic roles.

X

Strong business acumen with demonstrated ability to analyze complex data, develop insights, and communicate clear recommendations.

X

Proven success facilitating executive-level discussions and influencing senior decision-makers.

X

Experience driving cross-functional initiatives in large, complex organizations.

X

Knowledge of credit union or broader financial services industry preferred.

X

•

Strong analytical and problem-solving skills with the ability to translate data into actionable insights.

•

Experience with data visualization tools (e.g., Tableau, Power BI) is a plus.

•

Advanced proficiency in Microsoft Office Software (Word, Excel, Outlook, PowerPoint, etc.)

•

Excellent written and verbal communication skills.

•

Ability to work in a fast-paced environment and deal with a variety of internal/external customers.

PHYSICAL DEMANDS

Frequency

Physical Demand

Weight (lbs.)

Frequently

Sit for prolonged periods of time

Frequently

Required to communicate verbally

Frequently

Normal range of vision and hearing abilities required

Occasionally

Lift and/or move objects

30

Occasionally

Travel outside of work location to attend meetings and training programs

WORK ENVIRONMENT

•

Typically the noise level in the work environment is low to moderate.

•

May experience occasional job stress in dealing with difficult situations and/or high volume.

•

High energy, high impact atmosphere.

•

There are no significant hazardous conditions.

Title:

Senior Corporate Strategy Advisor

View Competencies

Service Excellence

Consistently incorporates Hudson Valley's member and employee value proposition, reinforcing organizational culture and brand differentiators.

Level 2

1. Creates a positive team environment by celebrating successes and driving excellence.  2. Dedicates required time and energy to assignments or tasks to ensure that no aspect of the work is neglected; works to overcome obstacles to completing tasks or assignments.  3. Effectively communicates the connection between culture and the business strategy.  4. Implements effective strategies and activities that promote long term customer loyalty.  5. Inspires and strives for excellence in all aspects of work including setting high performance goals for oneself and others.

Results Driven

Drives critical activities to completion. Meets organizational goals and customer expectations.

Level 2

1. Clearly communicates expected results. Uses motivational tactics to generate team buy in. Consistently measures progress and refocuses efforts to ensure attainment.  2. Implements specific policies or practices based on laws or regulations governing these practices.  3. Makes effective use of technology to achieve results. Ensures access to and security of technology systems.  4. Takes full responsibility for results, keeping stakeholders properly informed of status, issues and potential problems.  5. Understands the organizations influence dynamics and uses that information to establish alliances to achieve organizational goals and objectives.

Resiliency

Adapts positively to changing environments in order to achieve business results.

Level 2

1. Anticipates the impact of change in markets, politics, and culture on the organization and its clients.  2. Deals effectively with pressure; remains optimistic and persistent, even under adversity.  3. Develops new insights into situations; questions conventional approaches.  4. Implement change initiatives so as to minimize adverse impacts on people.  5. Understanding of the necessity of continuous personal growth; ability to gauge one's strengths, limitations and interests, and use of this knowledge for purposes of performance effectiveness and self-development.

Strategic Visioning

Takes a long-term view and builds a shared vision within the organization; acts as a catalyst for organizational change. Influences others to translate vision into action.

Level 3

1. Facilitates cross-boundary communication to surface and resolve issues proactively.  2. Leads the organization to develop and translate strategy into operational goals and priorities.  3. Modifies the organizational structure to address strategic leadership and talent needs.  4. Sees beyond short term commitments to a long-term competitive, sustainable position.  5. Stays in touch with the evolving needs and demands of the market and looks for trends and new ideas that might affect the organization.

Leadership

Leads people towards meeting the organization’s vision, mission, and goals. Provides an inclusive workplace that fosters diversity, development, teamwork and continuous improvement.

Level 3

1. Builds and manages workforce based on organizational goals and budgetary considerations. Drives ongoing workforce planning and succession to support future vision.    2. Develops networks and builds alliances; collaborates across boundaries to build strategic relationships and achieve common goals.  3. Looks towards the broadest possible view of an issue or challenge. Discusses multiple aspects and impacts of issues and projects them into the future.  4. Nurtures growth and development; promotes organizational learning within and across business units by providing challenging and stretching tasks and sharing key experiences.  5. Projects competence and composure. Communicates with credibility. Demonstrates situational- and self-awareness.