North Island Credit Union · 17 hours ago
Strategy Execution Lead (San Diego)
San Diego, CA
Full-time
Onsite
Senior Level
$36/hr - $46/hr
5+ years expNorth Island Credit Union is seeking a Strategy Execution Lead to bridge the gap between strategy and execution. This role involves transforming insights into action through project management and stakeholder alignment to enhance member engagement and accelerate growth.
Financial ServicesInsuranceRetirementWealth Management
Responsibilities
Translate data-driven strategies into structured execution plans
Own initiative roadmaps, including deliverables, milestones, owners, and dependencies
Collaborate with stakeholders across Marketing, Member Experience, and Operations to launch, manage, and optimize initiatives
Oversee timelines, track action items, and resolve blockers to maintain progress
Lead the delivery of initiatives such as credit card growth campaigns, member segmentation activations, and financial wellness pilots
Guide working groups or project teams through agile-style sprints or structured workback schedules
Utilize Jira, Microsoft Teams, and Power BI for tracking and reporting on progress
Partner with analysts to translate data insights into actionable business opportunities
Establish feedback loops to ensure continuous learning and process improvement
Document best practices, frameworks, and playbooks to scale execution strategies
Serve as the primary liaison between BI&A and cross-functional teams during project execution
Facilitate meetings, track key decisions, and manage communication flow effectively
Support senior leadership through detailed summaries, dashboards, and retrospectives
Assists with special projects
Performs other duties as assigned
Comply with regulatory guidelines and internal policies
Complies with BSA requirements as commensurate with position
Qualification
Required
Proven ability to work cross-functionally across departments (e.g., Marketing, Product, Retail, Operations)
Strong analytical skills with the ability to translate insights/data into strategic action plans
Excellent communication and stakeholder management skills
Highly organized, detail-oriented, and capable of managing multiple complex initiatives simultaneously
Bachelor's degree or achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree
Proficiency with Jira, Power BI, Excel, SharePoint, Microsoft Planner, and Teams
5–8 years of experience in strategy execution, strategic operations, business consulting, or program management
Preferred
Experience in financial services, fintech, credit unions, or member-driven organizations is a plus
Company
North Island Credit Union
North Island Credit Union provides wealth management, financial planning, loans, insurance, savings, banking and retirement services.
501-1000 employees
Funding
Current Stage
Late StageRecent News
Morningstar.com
2025-11-03
Company data provided by crunchbase