Golden 1 Credit Union · 4 months ago
Operations Planning and Execution - Senior Manager - Portfolio Planning and Execution
8945 Cal Center Dr, Sacramento, CA 95826, USA
Full-time
Hybrid
Senior Level
$145K/yr - $170K/yr
7+ years expGolden 1 Credit Union is seeking a Senior Manager for Portfolio Planning and Execution to lead strategic planning and execution efforts across key operational functions. This role involves overseeing communication and change management, project capacity planning, and workflow design to support enterprise initiatives and operational excellence.
BankingFinanceFinancial Services
Responsibilities
Lead the development planning and execution of the operations project portfolio, ensuring alignment with strategic priorities and resource capacity
Lead, motivate and support a highly matrixed team within a time sensitive and demanding environment, including career development plans, talent performance, engagement, and manager effectiveness
Manage performance across people process and technology using key Performance indicator (KPI) to achieve productivity targets, reduce cost per unit, eliminate errors, increase scale, straight through processing and deliver excellent member service
Partner with cross-functional teams to improve systems, end-to-end processes, and service levels; continually identify process improvement opportunities and prioritize implementation
Emulate and lead with behavior and decision making in-line with our Golden compass values and mission
Hold self and others accountable for doing what we say, when we say and how we expect
Oversee the design and implementation of change management strategies to support adoption of new processes, systems, and initiatives
Develop and maintain project capacity planning models to optimize resource allocation across operational teams
Facilitate the creation of functional requirements and workflow designs for operational initiatives, ensuring clarity, compliance, and efficiency
Collaborate with business units to gather input, validate process improvements, and ensure successful execution of initiatives
Monitor and report on portfolio performance, risks, and dependencies using dashboards and executive summaries
Partner with internal stakeholders to ensure consistent messaging and stakeholder engagement during change initiatives
Maintain documentation and tracking systems for project milestones, resource utilization, and change readiness
Foster a positive and engaging work environment by promoting skill development, coaching, and team collaboration
Provide strategic insights and recommendations to senior leadership to support operational planning and decision-making
Ensure compliance with internal policies, regulatory requirements, and industry best practices
Stay informed of emerging trends, technologies, and methodologies in portfolio and change management
Represent the department in cross-functional meetings and enterprise planning sessions
Perform other duties as assigned
Qualification
Required
Bachelor's degree in business administration, Operations Management, or related field preferred
Minimum of 7 years in portfolio management, operations planning, or program management, preferably in financial services or credit union operations
Strong people leadership and talent management experience with a proven track record to lead larger matrixed teams holding others accountable
Excellent ability to delegate responsibilities while maintaining organizational control of operations and member service
Ability to self-manage and prioritize, pursue goals and consistently deliver results in a fast paced, deadline driven environment
High level of ownership and attention to detail
Proficiency in conflict management and business negotiation processes
Dynamic, high energy, solid work ethic, willing to take on new defined and undefined initiatives
Ability to effectively manage multiple priorities and deliver as well as being able to adapt to changes
Ability to apply sound judgment, provide effective challenges and display confidence to challenge
Advanced knowledge of project portfolio management, change management, and operational planning
Strong analytical, organizational, and decision-making skills
Excellent communication and stakeholder engagement abilities
Proficiency in workflow design, business analysis, and process improvement
Familiarity with compliance requirements and regulatory standards in financial services
Ability to lead cross-functional teams and manage multiple priorities
Experience with project management tools and reporting platforms
Strong business acumen and strategic thinking capabilities
Experience in project/program management of complex projects involving cross-functional teams
Strong analytical skills, well organized and capable of managing multiple projects with respect to priorities
Ability to exercise discretion and discernment in decision making
Company
Golden 1 Credit Union
Golden 1 Credit Union is a financial cooperative that offers checking, savings, home loan, investment, insurance and online services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Allyson Hill, CPA
Senior Vice President, Chief Financial Officer
Joseph Harrison, CPA (Oregon), CRCM, CIA, CAMS, CFE
Senior Vice President - Chief Compliance Officer
Recent News
The Business Journal
2025-10-04
2025-10-02
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