VP, Strategy & Business Excellence

Strategic Planning And Execution Partner

Rockland Trust is a full-service commercial bank and financial services company committed to helping our neighbors reach their financial goals. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England with a strong emphasis on personal relationships, local decision-making, and community impact.

With a broad range of banking, wealth management, and investment solutions, Rockland Trust combines the resources of a growing financial institution with the personalized service of a community bank. Our long-standing philosophy—Where Each Relationship Matters®—guides how we work with our customers, colleagues, and communities every day.

At Rockland Trust, our employees are at the heart of our success. We foster a collaborative, inclusive, and values-driven culture that encourages professional growth, innovation, and work-life balance. We are deeply committed to community involvement, financial education, and creating a workplace where individuals can build meaningful, long-term careers.

Position Overview

This is a highly visible, enterprise-wide role reporting directly to the Chief of Staff. The individual will serve as a critical partner in coordinating strategic planning, supporting the execution of key initiatives, and enabling senior leadership effectiveness.

Acting as a connective force across business lines, this role ensures alignment, clarity, and forward momentum on the organization's most important priorities. The position requires a strong blend of strategic thinking, financial acumen, analytical rigor, and executive communication skills.

The ideal candidate is equally comfortable analyzing data, developing executive-level materials, and embedding within initiatives to drive progress and measure results.

Key Responsibilities

Strategic Planning & Execution

• Play a central role in the development and execution of the bank's multi-year strategic plans.
• Partner with business leaders to shape, refine, and align strategic priorities across the organization.
• Evaluate and challenge strategic initiatives to ensure they are actionable, measurable, and aligned with enterprise objectives.
• Track progress against key priorities and help drive accountability for results.

Enterprise Initiatives & Project Leadership

• Lead and support high-impact, cross-functional initiatives critical to enterprise success.
• Embed within key initiatives to accelerate execution and ensure progress against defined goals.
• Coordinate efforts across business lines to drive alignment in strategy development and implementation.

Executive Communications & Storytelling

• Develop executive-level presentations, memos, and Board-ready materials.
• Translate complex data and concepts into clear, compelling narratives that inform decision-making.
• Partner closely with senior leaders to refine messaging and ensure strategic clarity.

Financial & Analytical Insights

• Analyze financial performance, business metrics, and operational data to support strategic decision-making.
• Interpret results and identify key drivers of performance, risks, and opportunities.
• Establish frameworks and identify data requirements to effectively evaluate business initiatives.

Stakeholder Engagement

• Build strong, trusted relationships across the organization, including senior leadership.
• Facilitate discussions and working sessions to align priorities and drive outcomes.
• Serve as a collaborative partner across functions, promoting transparency and alignment.

Qualifications

• 5+ years of relevant experience in strategic planning, management consulting, banking, or corporate strategy
• Bachelor's degree in business, finance, economics, or a related field strongly preferred
• Experience supporting or leading strategic planning efforts, preferably within financial services or commercial banking
• Proven ability to work across multiple business lines on complex, enterprise-level initiatives
• Experience supporting senior executives, including preparation of materials for high-level strategic discussions.
• Demonstrated experience building and tracking KPIs, dashboards, and performance metrics.
• Demonstrated ability to effectively communicate with and influence senior executives, leading discussions with clarity, confidence, and strategic insight.
• Strong proficiency in Microsoft Office Suite, with advanced skills in Excel (data analysis and reporting), PowerPoint (executive presentations), and Microsoft Teams (collaboration and communication).
• Proven ability to lead or support enterprise transformation or change initiatives

Core Skills & Capabilities

• Strategic Thinking: Ability to connect enterprise priorities to actionable plans.
• Analytical Rigor: Strong financial and data analysis skills with the ability to generate actionable insights.
• Business Acumen: Understanding of banking products, services, and financial drivers.
• Executive Communication: Exceptional presentation and storytelling skills.
• Influence & Relationship Building: Ability to build trust and effectively engage stakeholders at all levels.
• Execution Focus: Track record of driving initiatives forward and delivering measurable outcomes.
• Ownership Mindset: Proactive, self-starter with strong follow-through.

Key Attributes

• Results-oriented with a strong sense of accountability
• Highly collaborative with a team-first mindset
• Detail-oriented with strong organizational discipline
• Intellectually curious with a commitment to continuous learning

Benefits & Culture

Our goal is to offer our colleagues the most generous benefits package possible. We provide a comprehensive suite of benefits designed to support your health, financial security, and overall well-being. Benefits include: competitive compensation with performance-based incentive awards, health and dental insurance, a 401(k) and DC retirement plan, LTD and life insurance, paid vacation, day care reimbursement, tuition assistance for undergraduate and graduate programs, an award-winning wellness program, and much more!

At Rockland Trust, you'll find a respectful and inclusive environment where everyone has the opportunity to succeed. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Pay Transparency

Compensation for this role will be based on a variety of factors, including skills, experience, education, and internal equity. The salary range posted reflects the company's good-faith estimate of the range for this position at the time of posting. Actual compensation may vary. In addition to base salary, certain positions may be eligible for additional compensation, including commissions, incentive awards or stipends.

Accessibility & Accommodations

We are committed to providing reasonable accommodations to enable individuals with disabilities to perform the essential functions of their roles.