Redwood Credit Union
Vice President, Strategic Planning
Napa, CA
Mar 5, 2025
Full-time
Full Job Description

ABOUT REDWOOD CREDIT UNION (RCU):

At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.

As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all. 

Why work for Redwood Credit Union?

*         37th largest credit union in the U.S. and the largest financial institution based in the North Bay

*         Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial

*         Recognized by Newsweek as one of "America's Best Credit Unions 2024"

*         Recognized by Forbes as one of "America's Best Small Employers 2023"

*         Voted Best Places to Work in the North Bay 19 years in a row

*         World-class Employee Engagement scores

*         Rated Superior in Service by more than 90% of Members, surveyed by SF Gate

*         Industry leading Net Promoter Scores across the U.S.                                                                                                                                                                                                                                                

Join us and discover why you'll love working at Redwood Credit Union! 


Redwood Credit Union is looking for a Vice President of Strategic Planning who will be responsible for driving the development, execution, and success of Redwood Credit Union's strategic plan. This role demands a high level of analytical acumen, strategic foresight, and ability to navigate complex business landscapes. Reporting directly to the CFO, the VP of Strategic Planning will work closely with senior leadership to set priorities, optimize resources, and measure performance against key success indicators. This individual will lead a structured strategic planning process and be responsible for holding leaders accountable for execution and identifying and addressing barriers to progress.


ESSENTIAL FUNCTIONS:

Strategic Development & Execution

* Lead the design, development, and execution of Redwood Credit Union's three-year strategic plan, ensuring alignment with our Mission, Vision, Values, and Purpose.

* Lead the design, development, and execution of the annual Bold Steps required across each of the three years to ensure that the Strategic Vision, Vision Elements, and Success Measures are sustainably achieved.

* Establish a structured strategic planning process that incorporates input from key stakeholders, ensuring a comprehensive and actionable plan.

* Facilitate leadership discussions to set strategic priorities, allocate resources, and address key organizational challenges.

* Ensure that strategic initiatives are effectively communicated across the organization with clear accountability at every level.


Accountability & Performance Management

* Drive a culture of accountability by setting clear expectations for leadership and ensuring strategic initiatives are actively managed and executed.

* Utilize a governance framework to track progress on strategic initiatives, ensuring leaders are held accountable for achieving key milestones.

* Oversee a reporting cadence to keep key stakeholders informed on the strategic progress.

* Identify barriers to execution and work cross-functionally to remove obstacles, provide solutions, and keep initiatives on track.

* Conduct recurring monthly reviews of the strategic plan's progress, making data-driven recommendations for adjustments where needed.


Stakeholder Engagement & Communication

* Serve as a key advisor on strategic priorities and organizational performance.

* Foster a shared vision by aligning leaders across functions and ensuring they understand their role in delivering on the strategic plan.

* Manage communication strategies to engage team members, ensuring they are informed and inspired by the company's strategic direction.

* Develop strategic planning capabilities across the organization by coaching leaders on best practices in execution.

* Foster a culture of innovation, continuous improvement, and collaboration to ensure the success of the strategic plan.


Other Functions

* Participate in community events, volunteer boards & professional associations.


Minimum Qualification: Knowledge, Skills and Abilities

  • Proven track record of developing and executing successful corporate strategies in a dynamic business environment.
  • Excellent leadership, communication, and stakeholder management skills.
  • Ability to manage multiple complex projects while working cross-functionally in a fast-paced environment.
  • Strong leadership abilities to influence and motivate team members at all levels.
  • Strong financial acumen, with experience in business modeling, forecasting, and data analytics.
  • Ability to engage, influence, and build credibility with individuals across the organization.
  • Ability to analyze business problems and opportunities, proposing and implementing effective solutions.
  • Ability to engage in verbal/written communication with individuals at all levels of the organization.

Physical Requirements

  • Ability to sit/stand for extended periods while working at a computer or attending meetings.
  • Manual dexterity to operate office equipment such as computers, phones, and printers.
  • This position requires occasional travel to other office locations, and some evening or weekend work may be necessary to meet project deadlines or attend events.

The ideal candidate has a combination of education and experience equivalent to a bachelor's degree in business administration, economics, finance, or related field (MBA or equivalent preferred), with a minimum of ten years' experience in strategic planning, corporate development, or management consulting, and a minimum of three years of progressive leadership experience.


Compensation: Base starting range: $185,562 to $205,129 annually

Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.


Redwood Credit Union offers a robust benefits package to our eligible employees including:

*  Competitive medical, dental, and vision insurance, mental health offerings

*  Employee performance incentive plan

* Salary Advancement- Merit increase based on performance

* 401(k) program with employer match

* Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!


 RCU Discounts and Perks:

*  RCU employees are eligible for a .75% discount off RCU standard collateral auto loans

*  RCU employees are eligible for a 1% discount on all recreational or boat loan products

* 2% discount off Visas and LOC Loans through RCU

* 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.

* 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.

* 0% interest on garment, fitness, or home office equipment loan of up to $500

* 100% financing for employee purchased homes!

Internal Team Members

If you are a current Team Member, please apply through the internal careers page located in RCUNET.

                                        

                                         We are an Equal Opportunity Employer

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Vice President, Strategic Planning
Redwood Credit Union
Napa, CA
Mar 5, 2025
Full-time
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