Treasury & Strategy Integration Manager

Benefits

Additional Information

It's fun to work at a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration. The Bank encourages candidates from highly regulated and governance-driven industries, including healthcare, insurance, government, or public-sector organizations, publicly traded companies, and professional services environments involving audit, compliance, or enterprise risk management. Banking experience is not required and will be taught to candidates with strong governance, documentation, and organizational skillsets. Job Summary : The Treasury & Strategy Integration Manager ensures that all asset liabilities committee ("ALCO") packets, Board reports, regulatory submissions, policies, and supporting memoranda are accurate, complete, professionally formatted, logically organized, and delivered on time. The role focuses on process integrity, document control, and workload coordination across Asset Liability Management ("ALM"), Liquidity Risk, and Investment Strategy functions. Reporting directly to the EVP, Chief Strategy & Treasury Officer ("CSTO"), the Treasury & Strategy Integration Manager is responsible for coordinating, compiling, and maintaining the full suite of governance, regulatory and executive materials produced by the Strategy and Treasury organization. This role serves as the central point of control for documentation quality, organization, prioritization, and delivery, without creating, altering, or owning analytical content. Essential Job Functions include, but are not limited to: Serve as the central coordination point for Strategy and Treasury activities spanning Asset Liability Management, Liquidity Risk, and Investment Strategy. Translate CSTO priorities and balance sheet strategy into coordination execution plans across Strategy and Treasury functions. Coordinate inputs, timelines, and interdependencies across ALM, Liquidity Risk, and Investment Strategy to support ALCO, Board reporting, and regulatory engagement. Ensure analytical outputs from ALM, liquidity assessments, and investment strategy are aligned in assumptions, timing, and narrative when presented to senior leadership and governance forums. Support the CSTO in preparing enterprise-level strategy, balance sheet, and risk discussions for ALCO and the Board of Directors. Act as a connective interface between the Bank and the investment subsidiary to ensure consistency in strategy execution, governance cadences, and reporting alignment. Support management of enterprise treasury initiatives, including liquidity enhancements, balance sheet repositioning, and strategic investment actions. Coordinate with Treasury Governance & Reporting resources to ensure disciplined, timely, and consistent delivery of materials. Strengthen operational resilience by reducing key-person dependency and increasing transparency across Strategy and Treasury activities. Develop, implement, and enforce a standardized document organization and file-naming structure to ensure immediate retrievability and audit readiness. Utilize work flow and project-management tools (e.g., Monday.com or similar platforms) to calendar commitments, track progress, and manage competing priorities. Perform quality-control reviews for grammar, formatting, clarity, and internal consistency across documents prior to executive or regulatory distribution. Adhere to all Bank policies, confidentiality standards, and regulatory expectations. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. In accordance with the Americans with Disabilities Act, Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Skills and Abilities Required to Perform Essential Job Functions: Business Acumen - Demonstrates the ability to quickly understand governance‑driven business situations, including regulatory expectations, reporting deadlines, documentation dependencies, and organizational risk, and to support effective outcomes through disciplined coordination and execution. Financial Aptitude - Possesses the ability to understand and explain treasury‑ and risk‑related concepts, including balance‑sheet management, liquidity, interest rate risk, and investment activities, sufficiently to support accurate documentation, formatting, and communication without performing or altering analysis. Decision Making - Applies objective judgment to prioritize competing deliverables, manage deadlines, and escalate issues appropriately, aligning execution decisions with enterprise priorities and regulatory requirements. Problem‑Solving - Adept at identifying process gaps, documentation inconsistencies, and workflow inefficiencies and developing practical, standardized solutions that improve clarity, consist