The Chief of Staff (CoS) to the Chief Banking Officer serves as a strategic advisor, integrator, and operational leader supporting all aspects of the Bank’s commercial, retail, and institutional investment functions. This role acts as a force multiplier for the CBO—driving execution on priorities, ensuring alignment across Banking leadership, managing cross-functional initiatives, and enabling the CBO to operate at maximum effectiveness. The CoS oversees strategic planning processes, monitors key initiatives, prepares executive-level communication, and partners closely with internal stakeholders to ensure accurate, timely decision-making.
This position requires exceptional business judgment, discretion, organizational agility, and the ability to anticipate needs in a fast-paced, highly regulated financial environment.
Key Responsibilities: Strategic & Executive Support
- Serve as a trusted advisor and thought partner to the Chief Banking Officer on strategy, operations, and organizational planning.
- Facilitate execution of the CBO’s priorities by managing workflows, ensuring follow-through on action items, and driving accountability with Banking leadership.
- Prepare briefing materials, presentations, analysis, and recommendations for the CBO for executive meetings, Board meetings and committees, regulators, and external stakeholders.
- Support development and execution of the annual strategic plan, budget, and performance goals and measurement for the revenue generating teams of the Bank.
Operational Leadership
- Coordinate and manage enterprise-wide and banking-specific initiatives, ensuring timely delivery and cross-functional collaboration (e.g., deposit growth, credit portfolio strategy, human capital optimization, digital banking and innovation initiatives).
- Track performance against KRIs, OKRs, and regulatory commitments; ensure risks and issues are surfaced promptly.
- Review operational reports, financial results, and dashboards to identify trends, insights, and opportunities for improvement.
Communication & Stakeholder Management
- Serve as a liaison between the CBO, Banking leadership, and cross-functional partners (Operations, Risk, Compliance, Finance, HR, Digital, Legal).
- Draft executive communications, leadership updates, talking points, and Board materials.
- Promote transparency and alignment by managing communication flows across the Banking division.
Project & Meeting Management
- Lead preparation for Banking leadership team meetings, ensuring agendas, materials, metrics, and decisions are clear and well-organized.
- Manage special projects as assigned by the CBO, often involving complex requirements and competing resource priorities.
- Oversee post-meeting follow-up, ensuring decisions translate into actionable plans.
People & Culture Enablement
- Support organizational design, succession planning, and leadership development initiatives within the Banking division.
- Help drive a high-performance culture by ensuring teams are aligned, accountable, and supported in achieving strategic outcomes.
- Serve as an internal sounding board to Banking leaders, helping diagnose challenges and facilitate resolution.
Qualifications: Education & Experience
- Bachelor’s degree required; MBA or advanced degree in finance, business, or related discipline preferred.
- 5–7+ years of experience in banking, financial services, strategic planning, management consulting, or executive-level support roles.
- Experience working closely with senior executives; prior CoS experience preferred.
- Strong understanding of bank operations, credit/lending, retail/commercial banking, and regulatory expectations a plus.
Skills & Competencies
- Exceptional analytical, problem-solving, and critical-thinking skills.
- Strong executive presence with excellent written and verbal communication abilities.
- Demonstrated project management and organizational capabilities.
- High level of discretion and ability to handle confidential information.
- Ability to influence without authority and build trusted relationships across the organization.
- Comfortable operating in a fast-paced and evolving environment with multiple priorities.
Physical & Work Requirements:
- Ability to sit, stand, and work at a computer for long periods.
- Occasional travel to various bank locations (Boston, NY, DC, SF), meetings, or conferences.
- Hybrid work environment depending on organizational needs.
