Strategy Execution Lead; San Diego

This role bridges the gap between strategy and execution—transforming insights into action through coordinated project management, stakeholder alignment, and results tracking. This role plays a critical part in driving key initiatives across marketing, product, and operations to enhance member engagement, accelerate growth, and increase organizational agility.

Execution Planning and Activation

• Translate data-driven strategies into structured execution plans.
• Own initiative roadmaps, including deliverables, milestones, owners, and dependencies.
• Collaborate with stakeholders across Marketing, Member Experience, and Operations to launch, manage, and optimize initiatives.
• Oversee timelines, track action items, and resolve blockers to maintain progress.

Campaign and Program Management

• Lead the delivery of initiatives such as credit card growth campaigns, member segmentation activations, and financial wellness pilots.
• Guide working groups or project teams through agile-style sprints or structured workback schedules.
• Utilize Jira, Microsoft Teams, and Power BI for tracking and reporting on progress.

Strategic Insights Integration

• Partner with analysts to translate data insights into actionable business opportunities.
• Establish feedback loops to ensure continuous learning and process improvement.
• Document best practices, frameworks, and playbooks to scale execution strategies.

Stakeholder Engagement

• Serve as the primary liaison between BI&A and cross-functional teams during project execution.
• Facilitate meetings, track key decisions, and manage communication flow effectively.
• Support senior leadership through detailed summaries, dashboards, and retrospectives.

• Assists with special projects.
• Performs other duties as assigned.
• Comply with regulatory guidelines and internal policies.
• Complies with BSA requirements as commensurate with position.

• Proven ability to work cross-functionally across departments (e.g., Marketing, Product, Retail, Operations).
• Strong analytical skills with the ability to translate insights/data into strategic action plans.
• Excellent communication and stakeholder management skills
• Highly organized, detail-oriented, and capable of managing multiple complex initiatives simultaneously

• Bachelor’s degree or achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree
• Pro with Jira, Power BI, Excel, SharePoint, Microsoft Planner, and Teams.

• 5–8 years of experience in strategy execution, strategic operations, business consulting, or program management.
• Experience in financial services, fintech, credit unions, or member-driven organizations is a plus.

Work is performed in a general office environment. This position does not require significant physical effort. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job.