Project Leader Strategy

The Strategy Project Leader is responsible for overseeing and managing strategic projects, including mergers and acquisitions, that are critical to the organization's growth, competitiveness, and long-term success. This role requires close collaboration with senior leadership, cross-functional teams, and external stakeholders to ensure that strategic initiatives, particularly mergers, are effectively planned, executed, and aligned with the organization's goals.

The Strategy Project Leader exercises considerable discretion and independent judgment in identifying strategic opportunities, developing business strategies, and implementing changes. This position involves making key decisions that influence the organization's direction and operational performance, including strategic decisions related to mergers and acquisitions. Advanced analytical skills and industry knowledge are utilized to provide recommendations and drive significant strategic changes within the organization.

What You'll Do:

Collaborate closely with business heads and senior leadership to identify critical opportunities and issues impacting the organization, including potential mergers and acquisitions.
• Develop and implement strategies for mergers and acquisitions to grow and reposition the organization, ensuring alignment with overall organizational objectives.
• Establish frameworks for addressing complex issues related to mergers and guide high-value decisions and investments with significant discretion and judgment.
• Conduct comprehensive analyses of industry trends, market dynamics, and competitive landscapes to support decision-making for mergers and acquisitions.
• Work with senior leadership to develop and refine strategic initiatives, including merger strategies, ensuring they are data-driven and aligned with business objectives.
• Create detailed business cases and strategic plans for mergers and acquisitions, including financial projections, risk assessments, and implementation strategies.
• Provide recommendations to senior management based on strategic analysis and financial modeling, particularly for merger and acquisition opportunities.
• Oversee change management efforts related to mergers and acquisitions, ensuring effective communication and successful integration of new entities.
• Formulate and implement strategies to address resistance and promote a culture of continuous improvement and innovation during mergers and acquisitions.
• Serve as a liaison between the strategy team and other departments, ensuring effective communication and collaboration throughout merger processes.
• Engage with external stakeholders, including potential acquisition targets, partners, vendors, and consultants, to support the execution of merger and acquisition strategies.
• Facilitate workshops, meetings, and presentations to align stakeholders on merger objectives, strategies, and outcomes.
• Prepare high-quality reports, presentations, and communications for senior leadership, board members, and other key stakeholders regarding mergers and acquisitions.
• Develop and implement strategic and analytical frameworks for assessing potential mergers, including market analysis, competitive assessments, and business evaluations.
• Create and manage work plans for executing analyses related to mergers, including project timelines, data requirements, and specific steps.
• Conduct thorough research on business drivers such as credit, asset trends, cost structure, pricing, unit economics, and operational functions as they pertain to mergers.
• Regularly update senior management on the progress and results of mergers and acquisitions, ensuring alignment with organizational goals.
• Collaborate with IT and digital teams as necessary to support strategic initiatives related to mergers and acquisitions and ensure successful implementation.

• 10+ years of proven experience in strategic planning, management consulting, corporate development, change management, project leadership or related field.
• Demonstrated success in leading large-scale transformation initiatives.
• Significant exposure to high-level decision-making and influencing executive-level strategies.
• Experience with methodologies like Agile, Lean, or Six Sigma is a plus.
• Ability to see the big picture and develop long-term plans.
• Strong analytical skills to assess the business environment and identify opportunities.
• Excellent communication and presentation abilities, with the capacity to convey complex technical concepts to non-technical stakeholders.
• Experience working in consulting or advisory roles is preferred.
• Proven leadership skills to inspire and guide teams.
• Ability to influence and persuade stakeholders at all levels.
• Experience with budgeting and forecasting.
• High level of proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and project management tools.
• Strong project management skills to oversee complex initiatives.
• Understanding of relevant technologies and their impact on business processes.

• Bachelor's Degree in Business Administration, Management, Finance, Economics, or a related field.
• An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.

Equal Opportunity

City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. We comply with the ADA and applicable Florida laws.

Interview Guidelines

To ensure a fair interview process, the use of AI-enabled devices (e.g., AI glasses or similar technology) is not permitted during interviews.

Accommodations

If you require a reasonable accommodation to apply or participate in the hiring process, please contact our Talent Attraction team at talent.attraction@citynational.com