Business Strategist- Remote

Join a Forward-Thinking Credit Union Driving Member Value and Strategic Growth

We are seeking an experienced and strategic financial services professional to join our team as a Business Strategist
. This high-impact role is designed for a seasoned credit union expert with deep operational and analytical knowledge across the full product lifecycle.

The ideal candidate brings extensive experience in credit union products, profitability analysis, pricing strategy, member engagement, and competitive market intelligence. This individual will serve as a trusted advisor to senior leadership, helping shape product direction, strengthen competitive positioning, and support long-term organizational growth.

If you are passionate about leveraging strategy, data and market insight to improve member outcomes and business contribution, we invite you to apply.

• Analyze the credit union’s product portfolio to assess competitive positioning, market demand, and member needs
• Support product development, enhancement, and retirement decisions through strategic analysis
• Identify opportunities to strengthen product relevance and member engagement

• Evaluate product-level profitability across lending, deposit, and ancillary products
• Model pricing scenarios and assess the financial impact of product structure or rate changes
• Provide strategic recommendations that balance profitability with member value

• Analyze how product features, pricing, and terms translate into meaningful member benefits
• Ensure strategic decisions align with both financial performance goals and member-centric objectives

• Monitor competitor offerings, pricing strategies, and financial services trends
• Research market shifts, regulatory developments, and evolving member behaviors
• Deliver actionable insights to support strategic planning and product innovation

• Serve as a key advisor to executive leadership on product and business strategy
• Collaborate across lending, operations, marketing, finance, technology, and analytics teams
• Act as a liaison between Business Intelligence/Data Analytics and business units to support informed decision-making

• Develop frameworks and reporting tools to monitor product performance metrics including volume, margin, adoption, and portfolio mix
• Conduct advanced analyses to identify trends, risks, and growth opportunities
• Prepare executive-ready reports, presentations, and strategic business cases

• Bachelor’s degree in Business, Finance, Economics, or a related field
• Minimum 7 years of relevant experience required; 10+ years preferred within a credit union or financial institution environment
• Strong expertise in credit union lending and deposit products, pricing structures, profitability drivers, and regulatory considerations
• Demonstrated experience in:
  • Product strategy and financial modeling
  • Pricing and profitability analysis
  • Competitive market intelligence
  • Member segmentation and cohort analysis
  • Strategic planning and executive-level reporting
• Advanced analytical and problem-solving skills with the ability to interpret complex business and financial data
• Exceptional communication and presentation skills with experience influencing senior leadership and cross-functional stakeholders
• Strategic thinker with the ability to balance analytical rigor, operational realities, and member-focused outcomes

• Strategic and business-minded
• Highly analytical and data-driven
• Experienced in credit union operations and product ecosystems
• Comfortable challenging assumptions and influencing organizational direction
• Passionate about delivering measurable member value while supporting sustainable growth

• Opportunity to influence enterprise-level strategy
• Collaborative and mission-driven culture
• Meaningful work that directly impacts members and organizational success
• Competitive compensation and benefits package
• Professional growth and leadership visibility

If you are ready to bring strategic insight,…