Associate to President

Job Title:
Associate to the President
Department:
Executive - 64

Reports to:


President

The Strategic Initiatives & AI Associate plays a critical role in supporting executive‑level initiatives and advancing the Bank’s adoption of AI‑driven solutions. This position provides exposure to strategic decision‑making, business analysis, and emerging technology while supporting projects that directly impact organizational growth and innovation. The role is designed as a 2–3 year accelerated development opportunity for a high‑potential professional.

Schedule:

Monday – Friday, This role requires flexibility in scheduling to support executive‑level priorities and critical initiatives, particularly during the early stages of employment.

Work Location:

Onsite Hybrid Remote
Travel:
None

• Execute strategic and tactical initiatives assigned by executive leadership, ensuring timely and high‑quality delivery
• Support the planning, execution, and monitoring of cross‑functional strategic projects
• Evaluate, implement, and optimize AI and machine learning solutions across the organization
• Analyze financial, operational, and market data to generate executive‑level insights
• Prepare confidential reports, presentations, models, and materials for C‑suite leadership and the Board
• Translate complex data into clear, actionable recommendations for senior decision‑makers
• Lead and coordinate internal teams in support of bank‑wide initiatives
• Provide flexible support across initiatives ranging from administrative execution to advanced data analysis

(Required)

• Bachelor’s degree in Computer Science, Data Analytics, Economics, Financial Modeling, or a related field
• 1–3 years of experience in data analytics, finance, software engineering, investment banking, or private equity
• Working knowledge of AI, machine learning, or related technical disciplines
• Advanced Excel modeling and analytical capabilities
• Strong understanding of P&L dynamics and unit economics
• Ability to manage projects independently and escalate issues appropriately
• Exceptional written, verbal, and presentation skills

(Nice to Have)

• Experience supporting executive leadership or strategy teams
• Exposure to evaluating private or AI process development
• Experience presenting to senior leadership, partners, or boards

• Team Culture
• Benefits or Perks

$80,000 – $90,000 / year + bonus + benefits

In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently abled individuals to perform the essential functions of the job.

(Check the box that applies by double clicking on the box.)

Sedentary:
Limited activity, no lifting, limited walking

Moderate:
Mostly standing, walking, bending, frequent lifting

Light:
Office work, some lifting, bending, stooping or kneeling, walking

This job description reflects the general nature of the role and may change as business needs evolve. We are an equal opportunity employer. Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its affirmative Action Program.

Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate.

Attend and complete all required classroom, computer-based, web-based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Bank’s “Code of Ethics and Conduct.” Each employee is also expected to maintain an awareness…