Chief Strategy Officer & Chief of Staff

Following initial onboarding and training, this position may transition to a hybrid remote work arrangement, allowing performance of job duties to be completed both from home and on-site, with a structured schedule designed to support flexibility, business objectives, and consistent collaboration.

The Chief Strategy Officer & Chief of Staff (CSO/COS) serves as a strategic advisor to the President & CEO and a key member of the executive leadership team. This role is responsible for leading the enterprise strategic planning process and supports the CEO in maintaining alignment among the Board of Directors and executive leadership team, translating the credit union's long-term vision into coordinated priorities, measurable outcomes, and sustained execution.

• Designs and leads the enterprise strategic planning process cycle, including the annual offsite and quarterly update sessions, and supports the CEO in maintaining alignment among the Board and executive leadership team, translating the credit union’s long-term direction into coordinated priorities, measurable outcomes, and sustained execution.
• Establishes the objectives, agendas, decision frameworks, and supporting materials necessary for effective strategic discussions and decisions by the Board, CEO, and executive leadership team.
• Maintains an integrated view of strategic priorities, performance measures, dependencies, risks, and resource requirements while preserving each executive’s authorities and accountability for execution within their areas and serves as Vice Chair of the Project Steering Committee to ensure initiatives critical to the successful execution of the three-year strategic plan are appropriately prioritized and resourced.
• Monitors execution of the strategic plan and provides the CEO and Board with clear, timely reporting on progress, achievements, emerging challenges, and material deviations from expectations, recommending adjustments to strategic priorities, sequencing, resource allocation, or expected outcomes when performance, organizational capacity, or changing conditions warrant reconsideration.
• Coordinates across executive leadership and functional areas to maintain alignment among the strategic plan, departmental priorities, major initiatives, and organizational communication and partners with the communications function to ensure employees understand the credit union’s strategic direction, progress, and their role in execution, coordinating material strategic communications with the CEO.
• Evaluates strategic results against original objectives and ensures lessons from execution inform future planning and decision-making.
• Identifies emerging trends and disruptive forces affecting credit unions, including demographic change, member expectations, technology, artificial intelligence, payments, fintech, economic conditions, regulation, and workforce trends.
• Evaluates strategic opportunities involving geographic expansion, new markets, products and services, partnerships, fintech relationships, acquisitions, mergers, and other growth opportunities.
• Develops business cases and decision frameworks for significant enterprise investments and strategic choices.
• Ensures strategic decisions consider financial performance, member value, organizational capacity, employee impact, risk, and sustainable community impact.
• Maintains an external perspective on competitive dynamics and identifies opportunities for the credit union to differentiate and remain relevant over the long term.

• Serves as a strategic advisor and thought partner to the CEO, providing independent analysis, sound judgment, and constructive challenge when appropriate,…