Chief of Staff to the Chief Banking Officer

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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.

If you have questions about this posting, please contact [email protected]