Engagement Manager, Commercial Bank Strategy

Description

The Engagement Manager is a key member of the Commercial Strategy team responsible for leading strategic engagements across Commercial Banking's lines of business. This individual will partner directly with senior leaders and business unit heads to design, execute, and deliver high impact strategic initiatives that drive growth, improve efficiency, and support the bank's long‑term vision.

Engagements span a wide range of strategic priorities, including identifying new growth markets, new products, new industries, enhancing product offerings, strengthening the coverage model, evolving business operating model, and improving services and processes. The role requires a blend of strategic thinking, stakeholder management, and the ability to translate complex analysis into clear, actionable recommendations for executive and Board level audiences.

• Strategic Engagement Leadership – Lead end‑to‑end strategic and/or transformational engagements across Commercial Banking, including scoping, hypothesis development, analysis, and recommendation delivery.
• Partnering with Business Leaders – Work with leaders across Middle Market, Corporate and Specialty, Asset Finance, Capital Markets, and shared services to identify and advance strategic priorities.
• Managing Engagements – Manage and lead multiple concurrent engagements and engagement teams with defined timelines, milestones, and deliverables while ensuring quality and strategic rigor.
• Executive Materials – Author and co‑develop executive management presentations, including Board of Directors presentations, executive summaries, and senior leadership briefing materials; synthesize complex data into compelling narratives for Board, CEO, and CFO audiences.
• Cross‑Functional Coordination – Facilitate alignment across functions (marketing, digital, credit, operations, sales enablement) and lead workshops, working sessions, and stakeholder alignment meetings to drive consensus and action planning.
• Market Research & Competitive Analysis – Conduct market sizing, competitive benchmarking, and best‑in‑class assessments to inform strategic recommendations and new market entry decisions; leverage expert networks, industry data, and internal analytics to support hypothesis testing and business case development.
• Strategic Planning & OKR Management – Contribute to development and tracking of Commercial Priority Initiatives (CPIs), OKRs, and the annual strategic planning process; support quarterly and annual business reviews to ensure initiatives are on track and aligned to segment objectives.
• Team Development & Culture – Mentor and develop junior team members through structured coaching, project collaboration, and professional development; champion team culture by advocating for high‑value, deep engagements over high‑volume throughput and driving initiatives that strengthen team effectiveness.

• Bachelor’s/Undergraduate degree in Finance, Economics, Business, Engineering, or a related field.
• Worked at a leading management consulting firm, ideally with some experience in financial services.
• 5 years of experience including a successful track record of developing investment banking business strategy, management consulting, financial modeling and analysis, competitive analysis, and strategic corporate planning.
• 1+ years experience as an engagement manager/project leader.
• Demonstrated ability to work with ambiguity and complex strategic analysis projects.
• Strong analytical, project management, team‑building, and written and verbal communication skills.

• Master’s degree.
• 2+ years of direct experience in strategic management consulting or wholesale financial services strategy, having achieved the role of manager.
• Executive‑level presence and ability to navigate all levels within an organization.
• Strong coaching and mentoring skills.
• Strong research skills and desire to expand knowledge.
• Ability to synthesize analysis into practical strategic insights and recommendations.
• Ability to manage multiple individuals and complex engagements.
• Prior experience in commercial banking strategy, wealth management, or business…