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CUNA Mutual Group

Securities Specialist IV

CUNA Mutual Group - Waverly, IA

The Director, Strategic & Business Planning leads the establishment and execution of CUNA Mutual Group's corporate strategy and ensures alignment of subordinate unit-level plans. This position will establish the corporate strategy management system; including development of key performance measurements, facilitating on-going planning, development and execution of a corporate balanced scorecard and facilitating the on-going communication and coordination of business priorities to senior leaders including the Executive Team and Board of Directors. In addition, this role will lead a team of strategy managers responsible for developing strategic skill and competency throughout the organization by providing subject matter expertise, tools and other resources.Job Responsibilities:Lead team responsible for the development and execution of CUNA Mutual's corporate strategy and ensure alignment of subordinate unit-level plansDesign, continuously improve and lead annual processes for business planning, priority setting, and project funding in partnership with Business Finance and Project Management OfficeReview all annual business plans for quality and financial / strategic alignment in preparation of Executive Team presentations and approvalLead the development, continuous refinement, and execution of a Corporate Strategy Map and balanced scorecard with effective measures for each strategic objectiveFacilitate the development of the Operating model for Corporate strategy development and management, including long and short-range planning and on-going reporting (Strategy Review Meetings - SRMs), linkages to the Project Management Office, Business Finance and other critical partners; This would include meeting forums, participants, agenda management, and facilitationProvide executive support in strategic communication planning and development. Develop and execute a yearly communication plan for corporate strategy function, as a key part of driving strategy into the organizationProvide leadership for the organization related to the development of strategies and operating models, at both corporate and functional levels; The strategy team will develop and execute a menu of services, including facilitation of strategy and/or operating model efforts that range from providing self-guided tools to facilitated workshops to partnership on larger-scale strategy refreshes.Lead a team (to include hiring, firing, and development) of strategy managers, as well as a network of strategy/planning colleagues throughout the business unitsLead high-visibility strategy projects as needed, leveraging external consultants and internal partners, and obtaining senior executive support for the outcomesManage budget for the corporate strategy function and relationships with external vendorsThe above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.Success Measures:Participant and executive evaluations of the quality/effectiveness of our corporate strategy, the strategy team and planning effortsSuccessfully meeting timelines/quality of Corporate planningEstablishment of a valuable and continuously improving balanced scorecard tool and strategy review processClear framework for the strategy and planning Operating model and effective execution of standing forums/meetingsJob Requirements:Bachelor's degree in business administration, process engineering, business planning, or related field; Masters' degree is desirable10 years of experience in corporate strategy, strategy consulting, business management processes and leadershipStrong analytical and assessment skills with the ability to aggregate, organize and clearly communicate recommendationsProven success in collaborating and influencing multiple functions and groups to achieve desired goalsCUNA Mutual Group's insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic a

12 days 10 hours ago

CUNA Mutual Group

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Location: Waverly, IA

Company Profile:
For more than 75 years, CUNA Mutual Group has worked tirelessly to deliver product and service solutions that meet the unique challenges and needs of credit unions and their members. Our vision is unwavering: to be a trusted business partner who delivers service excellence with customer-focused, best-in-class products and market-driven innovation.