Small Segment Strategy Manager - Vice President

As a Small Segment Strategy Manager – Vice President in Business Banking, you’ll be responsible for championing the needs of segment-specific business clients by translating client and banker insights into clear segment priorities, differentiated experiences, and scalable solutions. Small segment clients, with up to $1M in annual revenue, are the largest and fastest growing client segment within Business Banking.

You’ll own a portfolio of priority initiatives for the Small Segment Strategy team and translate strategy into measurable results. You’ll also build trusted partnerships with senior leaders and cross-functional stakeholders across Consumer and Community Banking (CCB) Strategy, Marketing, Digital, Product, Operations, and Data & Analytics to shape the roadmap for how we acquire, deepen relationships with, and retain clients at a segment level—using data to identify opportunities, remove friction, and continuously improve the end-to-end customer journey.

Job Responsibilities

• Own and deliver a portfolio of sub-segment initiatives by translating segment priorities into executable roadmaps, milestones, operating cadences, and KPIs/OKRs, and driving work from plan through launch and optimization.

• Lead end-to-end program execution by scoping requirements, aligning cross-functional partners, managing timelines and dependencies, surfacing risks, and driving mitigation to deliver on-time and on-budget.

• Diagnose and resolve client and banker friction using structured problem-solving and design thinking; translate pain points into coordinated operational, digital, and product enhancements that improve satisfaction and retention.

• Develop data-driven business cases and value hypotheses by synthesizing insights (including financial analysis as needed), sizing impact, securing approvals, and tracking value realization post-launch.

• Design and optimize customer journeys collaborating with Marketing and Digital to shaping test-and-learn approaches and iterating based on performance signals and dashboards.

• Communicate and influence senior stakeholders by maintaining disciplined governance and executive-ready updates that highlight progress to plan, KPI trends, key decisions, risks, and recommended actions—while monitoring external/competitive trends to inform adjustments.

Required qualifications, skills, and capabilities

• Bachelor’s degree in Business, Finance, Marketing, or a related field; or equivalent work experience

• Minimum of 5 years in Business Banking or Consumer Banking strategy, or comparable strategy/consulting/program leadership experience, with exposure to Small Merchant Business (SMB) or Small Business clients

• Demonstrated ability to lead complex, cross-functional initiatives from concept to launch and iteration; strong project/program management discipline

• Strong business case and prioritization skills, including comfort with financial impact modeling and risk/feasibility trade‑offs

• Excellent stakeholder management and communication; ability to collaborate effectively and influence without direct authority across partner teams

• Proactive, organized self-starter; strong judgment balancing speed and risk; own accountability for outcomes

• Ability to travel occasionally for meetings, client events, and branch visits

Preferred qualifications, skills, and capabilities

• MBA or equivalent advanced degree

• Experience developing/executing strategic plans within a sales organization

• Competency in leveraging AI tools to support strategy development and accelerate planning/execution

• Exposure to digital onboarding, sales enablement, customer-journey optimization, and/or go-to-market execution in financial services