Treasury & Strategy Integration Manager

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.

• 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 workflow and project‑management tools (e.g.,  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.
• Perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

• Business Acumen – Demonstrates the ability to quickly understand governance‑driven business situations.
• Financial Aptitude – Possesses the ability to understand and explain treasury‑and risk‑related concepts.
• Decision Making – Applies objective judgment to prioritize competing deliverables.
• Problem‑Solving – Identifies process gaps, documentation inconsistencies, and workflow inefficiencies.
• Instills Trust – Builds confidence with executives, senior leaders, regulators, and staff through accuracy.
• Interpersonal Skills – Communicates effectively and professionally with individuals and groups across multiple functions.
• Customer Focus – Maintains a strong internal customer orientation by understanding stakeholder needs.
• Collaboration – Works collaboratively across Asset Liability Management, Liquidity Risk, Investment Strategy, Finance, Risk, and Governance teams.
• Ensures Accountability – Holds self and others accountable to agreed‑upon timelines, documentation standards, and governance processes.
• Organizational and Documentation Leadership – Demonstrates strong leadership in document control, organization, and workflow discipline.

• Bachelor’s…