Manager, Portfolio Strategy (Financial Opportunity)

Overview

Navy Federal's Office of Financial Opportunity (OFO) mission is to enable financial opportunity for all members, with a particular focus on members and communities who face the greatest barriers, including those with low-to-moderate incomes and other underserved groups. As part of the Military Affairs & Strategic Partnerships department, OFO drives amplification of Navy Federal's commitment to military, veterans and their families.

Responsibilities

• Assist in driving alignment and collaboration with business units (BUs) and the Member Strategy Office
• Bring expertise to inform design and execution of department initiatives
• Build cross-organizational buy-in to embed a military community and underserved lens in data-backed decision-making of financial opportunity priorities and Enterprise Strategy execution
• Establish credibility throughout Navy Federal as an effective collaborator on the development of financial solutions for diverse and underserved populations
• Support the OFO team in delivering responsibility/accountability for Navy Federal's Financial Opportunity strategy and initiatives
• Be a thought leader on creative and flexible solutions for loan 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 the military community and underserved populations
• 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
• Provide strategic recommendations to the OFO team and others regarding opportunities to expand and meet the needs of military communities to expand membership and member services
• Assist in the preparation of reports to Navy Federal's executive team on the status and impact of Navy Federal's financial opportunity initiatives
• Direct report to AVP, Portfolio Strategy, Financial Opportunity. May in future lead a team.
• Perform other duties as assigned

Qualifications

• Bachelor's degree in business, finance, economics, or related field, or the equivalent combination of education, training, and experience
• Experience in implementing strategic initiatives to support organizational objectives
• Experience in demonstrating initiative taking, decision-making, and creativity in solving business problems
• Strong interest in financial inclusion, affordable housing, and digital financial services
• Proven analytical and problem-solving skills
• Experience in understanding management priorities and vision regarding how data can be used to inform and drive key business decisions
• Experience developing and implementing financial services products or solutions, preferably in consumer financial services
• Extensive experience in managing multiple priorities independently and/or in a team environment
• Significant experience collaborating on 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 verbal, written, interpersonal, and presentation skills

Desired Qualifications

• Knowledge of credit union or retail banking operations

Hours: Monday - Friday, 8:00AM - 4:30PM

Locations: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526 | 141 Security Drive, Winchester, VA 22602

About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.

Our approach to careers is simple yet powerful: Make our mission your passion.

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• Forbes® 2025 America's Best Large Employers

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• Fortune Best Workplaces for Millennials™ 2024

• Fortune Best Workplaces for Women ™ 2024

• Fortune 100 Best Companies to Work For® 2025

• Military Times 2024 Best for Vets Employers

• Newsweek Most Loved Workplaces

• 2024 PEOPLE® Companies That Care

• Ripplematch Recruiting Choice Award

• Yello and WayUp Top 100 Internship Programs

From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.

Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected Veteran.

Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position

Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

Client-provided location(s): Pensacola, FL

Job ID: Navy_Federal_Credit_Union-26917-OTHLOC-300000025810540

Employment Type: OTHER

Posted: 2025-09-07T18:45:37