Navy Federal Credit Union · 8 hours ago
Asst. Vice President, Portfolio Strategy & Financial Opportunity
Vienna, VA
Full-time
Hybrid
Senior LevelNavy Federal Credit Union is focused on driving financial opportunity for its members, particularly military and veteran families. The Assistant Vice President of Portfolio Strategy & Financial Opportunity will lead initiatives that promote member financial health and develop strategies to address the needs of underserved populations.
AssociationFinancial ServicesNon Profit
Responsibilities
Drive a Financial Opportunity portfolio on signature products and initiatives, in collaboration with teams and leadership in various Navy Federal business units, including Real Estate Lending
Maintain effective relationships with external stakeholders and drive initiatives that promote member financial opportunity
Bring expertise on military and underserved segments to inform product design and execution
Identify areas across the organization where innovations and improvements for military, veteran and underserved families might be beneficial
Drive alignment and collaboration with business units and the Member Strategy Office
Bring expertise to inform design, execution, and ensure data-backed decision-making includes financial opportunity priorities and Enterprise Strategy execution
Support the SVP Financial Opportunity in delivering responsibility/accountability for Navy Federal’s Financial Opportunity strategy and initiatives
Be a thought leader on creative and flexible solutions for products and financial services by identifying innovative technologies and analytical tools, relevant risks, and risk mitigation that can expand Navy Federal’s provision of banking services to military, veteran and underserved populations
Provide strategic recommendations to the SVP Financial Opportunity and other senior leadership regarding opportunities to expand and meet the needs of military and veteran communities
Prepare materials and assist the SVP Financial Opportunity with providing reports to Navy Federal’s executive team on a regular basis to update them on the status of Navy Federal’s financial opportunity initiatives
Build and foster relationships with business unit leaders and enable/support business decisions through idea generation, thoughtful planning and execution, and strategic advising
Establish credibility throughout Navy Federal as an effective spokesperson and developer of financial solutions for military, veteran and underserved populations
Provide positive leadership through teaching, training, employee engagement, mentorship and influencing
Drive enterprise change and learning by embracing new, flexible, and agile approaches to improve business performance and member service
Develop, iterate, and execute short-term and long-term financial opportunity strategies by leveraging analytics and providing insights into innovative industry practices
Leverage data to measure, track, and analyze the effectiveness of financial opportunity initiatives to report on progress and identify opportunities to inspire action, drive outcomes, and reinforce accountability throughout the organization
Supervise and develop a small program team
Perform other duties as assigned
Qualification
Required
Master's degree in business, finance, economics, or related field, or the equivalent combination of education, training, and experience
Significant experience in understanding management priorities and vision regarding how data can be used to inform and drive key business decisions
Significant Experience in implementing strategic initiatives to support organizational objectives
Experience developing and implementing financial services products or solutions, preferably in the mortgage industry
Strong knowledge of – and interest in – financial inclusion, affordable housing, and digital financial services, including current trends and future innovations
Significant experience in demonstrating thought-leadership, initiative taking, decision-making, and creativity in solving business problems
Extensive experience in driving change management and influencing organizational culture and values, particularly through partnerships and collaboration with other business partners
Extensive experience in managing multiple priorities independently and/or in a team environment
Advanced experience in stakeholder management as well as leading cross functional teams in complex environments
Ability to navigate a complex organization while maintaining cultural awareness and flexibility
Significant experience in influencing and building relationships within all levels of an organization
Expert skill in results-oriented leadership in a challenging environment
Expert verbal, written, interpersonal, and presentation skills
Proven analytical and problem-solving skills with the ability to produce meaningful metrics that drive and/or demonstrate ongoing improvements
Preferred
Advanced knowledge of credit union or mortgage banking operations
Benefits
Highly competitive pay
Generous benefits and perks
Company
Navy Federal Credit Union
Since 1933, Navy Federal has grown from seven members to over 4 million members. And since that time, their vision statement has remained
Founded in 1933
10001+ employees
H1B Sponsorship
Navy Federal Credit Union has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (217)
2024 (110)
2023 (106)
2022 (76)
2021 (38)
2020 (19)
Funding
Current Stage
Late StageLeadership Team
Dietrich Kuhlmann
President & CEO
Kara Cardona
Chief Operating Officer
Recent News
Boston Herald
2026-01-23
The Orlando Sentinel
2026-01-22
2026-01-13
Company data provided by crunchbase