Lead, Commercial Strategy & Operations

About the Role

We are seeking a highly strategic and operationally rigorous Lead, Commercial Strategy & Operations, to serve as a trusted advisor and execution partner within the Office of the President. This individual will operate as a strategic catalyst, advancing key enterprise initiatives, commercial execution, operating cadence, cross-functional alignment, and organizational effectiveness across the business.

This role is ideal for a professional who combines top-tier strategic problem-solving with exceptional operational execution. The successful candidate will bring experience supporting senior leadership or driving large-scale initiatives within banking, payments, fintech, broader financial services, or adjacent ecosystems, with a proven ability to navigate complex organizations and high-growth environments.

This is a highly visible position with significant exposure to executive leadership, requiring exceptional communication skills, executive presence, analytical rigor, and the ability to navigate ambiguity while delivering measurable business outcomes.

Key Responsibilities

Commercial Operations & Execution

• Oversee and optimize commercial operating processes across revenue-generating functions.
• Build frameworks and mechanisms to improve organizational effectiveness, execution velocity, and operating discipline.
• Partner closely with Sales, Product, Finance, Operations, Risk, and Strategy teams to advance critical initiatives.
• Monitor key business metrics, identify operational gaps, and proactively recommend sustainable solutions.
• Establish scalable processes and reporting structures to support growth and operational maturity.
• Direct and enhance executive and board-level reporting, including the preparation of board materials, earnings packages, and shareholder letter inputs, ensuring clarity, accuracy, and strategic narrative consistency.
• Support quarterly and annual earnings cycles by coordinating inputs across teams, validating key metrics, and translating performance into clear executive messaging.

Strategic Planning & Executive Partnership

• Serve as a strategic advisor and operational partner on key commercial priorities and enterprise initiatives.
• Translate executive priorities into actionable operating plans with clear accountability, timelines, and measurable outcomes.
• Lead the preparation and follow-through for executive meetings, strategic reviews, board materials, and leadership operating rhythms.
• Support enterprise decision-making through structured analysis, business insights, and cross-functional synthesis.
• Represent the strategic vision to build alignment across business units and functional leadership.

Executive Office Operations

• Help manage office priorities, workflows, and special projects.
• Maintain a high degree of responsiveness, discretion, professionalism, and sound judgment.
• Support ad hoc strategic initiatives and organizational challenges as they arise.
• Operate effectively in a fast-paced, high-expectation environment with evolving priorities.
• Build scalable reporting systems and process infrastructure to support business growth and increasing operational complexity.

Qualifications

• 6+ years of experience across strategy, operations, consulting, investment banking, financial services, fintech, or payments.
• Strong foundational background in management consulting, investment banking, or corporate strategy.
• Experience directly supporting or interfacing with senior executive leaders (e.g., CEO, President, CRO, or equivalent enterprise leaders).
• Prior experience in one or more of the following sectors: Consumer banking, Payments, Fintech, Lending, Financial infrastructure, Investment Banking, or Integrated B2B Solutions.
• Demonstrated success leading cross-functional strategic initiatives and operational transformation efforts.
• Experience operating effectively in high-growth or highly-matrixed organizations.

• Exceptional executive communication and stakeholder management skills.
• Highly analytical with strong financial and operational acumen.
• Ability to synthesize complex information into actionable, clear recommendations.
• Strong project management and organizational leadership capabilities.
• Executive presence with the ability to influence and collaborate across all levels of the organization.
• High degree of ownership, urgency, discretion, and accountability.
• Comfortable operating with ambiguity and shifting priorities.
• Deep attention to detail paired with long-term strategic thinking.
• Location: New York, NY (In-Office 5 days per week)