KeyBank Sr. Manager of Strategy, Financial Wellness in Washington, District Of Columbia

Sr. Manager of Strategy, Financial WellnessinWashington, DCatKey Bank- Corporate

Date Posted: 10/16/2018

Job Snapshot

  • Employee Type: Full-Time

  • Location: Washington, DC

  • Job Type: Banking Retail

  • Experience: Not Specified

  • Date Posted: 10/16/2018

Job Description

*Job Description

The Senior Manager of Strategy on the Financial Wellness Team will have several critical areas of responsibility:

  • Strategy Development . Contribute to the development of our near-term and long-term Financial Wellness strategy, based on analysis of the market, competitor developments, technological change and customer trends. Work closely with the Financial Wellness management team and senior leaders across the retail bank to ensure that there is a clear, competitively distinct, and compelling value proposition and economic formula to guide our Financial Wellness efforts.

  • Business Planning & Performance Management . Contribute to business planning and help to translate plans into detailed initiatives. Ensure that we have a well-defined set of performance metrics and consistent, automated reporting to track our progress against our commitments. Ensure that actions and resource requirements are properly aligned to allow for our goals to be met. Monitor and report on company and market performance to determine if strategies need to be adjusted or new strategies should be introduced.

  • Strategy Alignment. Contribute to defining the Financial Wellness strategy by presenting strategic analysis and recommendations to senior managers effectively and persuasively to gain buy-in our strategic intent, direction and priorities. Once the strategy is agreed upon, develop thoughtful, thorough, clear, and impactful approaches to communicating the Financial Wellness strategy to executive management and across the organization. Ensure that the Financial Wellness strategy is clearly defined and well-understood across the company so that the workforce is inspired to execute and deliver the expected results.

  • Extend Our Capabilities. Work closely with the Financial Wellness Product Management team to identify opportunities to enhance and extend our core capabilities through partnerships, alliances, and/or acquisitions. Identify creative and viable ways to leverage third-party solutions to create better client and business outcomes.

* Please note that this position does not have direct reports.

Other Job responsibilities :

  • Define and drive strategic direction, prioritization, and implementation of a profitable, multi-year vision and roadmap of Wellness for Key s clients.

  • Collaboratively strategize how Financial Wellness will be fully integrated into Key s channels, products, customer CX/UX/UI, branding, systems, and processes. Ensure stakeholders are aligned to the multi-year roadmap and articulate Wellness value proposition, strategies, and outcomes through effective communications.

  • Develop a comprehensive strategy and approach for Rewards and Financial Wellness.

  • Conduct market research into Wellness Rewards concepts and their ability to drive consideration and loyalty.

  • Leverage industry research, competitive information and client usage metrics to help identify and prioritize new product feature requirements, while considering the business needs, cost benefit analysis, risk reward analysis, and alternative solutions for Financial Wellness products.

  • Help define KeyBank financial targets related to Wellness; conducting thorough, objective, and rigorous analysis to assess the program s effectiveness in achieving its goals.

  • Recommend features and functionality for product design. Work closely with Bank and Wellness Product Leaders to enhance and extend our core capabilities through partnerships, alliances, and 3rd-party solutions.

  • Manage small projects as assigned


  • Undergraduate degree with a business major or equivalent

  • 5 - 7 or more years working in management consulting, digital, product, or strategy roles, with specific financial services experience a plus

  • Strong analytical, problem-solving, critical-thinking, and verbal/written communication skills

  • Understanding of digital banking industry landscape and technology

  • Strong comfort level with digital channels (PCs, Mobile Devices, Tablets)

  • Excellent organizational and prioritization skills

  • Proven ability to work in a matrixed organizational structure

  • Demonstrated ability to work independently with limited supervision


  • Product Management and Project Management experience


KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $134.5 billion at March 31, 2017. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. KeyBank is Member FDIC.


Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities.


KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

JobID: 30367BR