Chief of Staff to the Chief Banking Officer

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profile Job Location:

New York City, NY - USA

profile Yearly Salary: $ 140000 - 160000
Posted on: Yesterday
Vacancies: 1 Vacancy

Job Summary

The Chief of Staff (CoS) to the Chief Banking Officer serves as a strategic advisor integrator and operational leader supporting all aspects of the Banks commercial retail and institutional investment functions. This role acts as a force multiplier for the CBOdriving 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 CBOs 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

  • Bachelors degree required; MBA or advanced degree in finance business or related discipline preferred.
  • 57 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.

Required Experience:

Senior IC

The Chief of Staff (CoS) to the Chief Banking Officer serves as a strategic advisor integrator and operational leader supporting all aspects of the Banks commercial retail and institutional investment functions. This role acts as a force multiplier for the CBOdriving execution on priorities ensuring...
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Key Skills

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About Company

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