Treasury & Strategy Integration Manager

Treasury & Strategy Integration Manager

It's fun to work at a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business.

The Bank encourages candidates from highly regulated and governance-driven industries, including healthcare, insurance, government, or public-sector organizations, publicly traded companies, and professional services environments involving audit, compliance, or enterprise risk management. Banking experience is not required and will be taught to candidates with strong governance, documentation, and organizational skillsets.

Job Summary:

The Treasury & Strategy Integration Manager ensures that all asset liabilities committee ("ALCO") packets, Board reports, regulatory submissions, policies, and supporting memoranda are accurate, complete, professionally formatted, logically organized, and delivered on time. The role focuses on process integrity, document control, and workload coordination across Asset Liability Management ("ALM"), Liquidity Risk, and Investment Strategy functions.

Reporting directly to the EVP, Chief Strategy & Treasury Officer ("CSTO"), the Treasury & Strategy Integration Manager is responsible for coordinating, compiling, and maintaining the full suite of governance, regulatory and executive materials produced by the Strategy and Treasury organization. This role serves as the central point of control for documentation quality, organization, prioritization, and delivery, without creating, altering, or owning analytical content.

Essential Job Functions include, but are not limited to:

• Serve as the central coordination point for Strategy and Treasury activities spanning Asset Liability Management, Liquidity Risk, and Investment Strategy.
• Translate CSTO priorities and balance sheet strategy into coordination execution plans across Strategy and Treasury functions.
• Coordinate inputs, timelines, and interdependencies across ALM, Liquidity Risk, and Investment Strategy to support ALCO, Board reporting, and regulatory engagement.
• Ensure analytical outputs from ALM, liquidity assessments, and investment strategy are aligned in assumptions, timing, and narrative when presented to senior leadership and governance forums.
• Support the CSTO in preparing enterprise-level strategy, balance sheet, and risk discussions for ALCO and the Board of Directors.
• Act as a connective interface between the Bank and the investment subsidiary to ensure consistency in strategy execution, governance cadences, and reporting alignment.
• Support management of enterprise treasury initiatives, including liquidity enhancements, balance sheet repositioning, and strategic investment actions.
• Coordinate with Treasury Governance & Reporting resources to ensure disciplined, timely, and consistent delivery of materials.
• Strengthen operational resilience by reducing key-person dependency and increasing transparency across Strategy and Treasury activities.
• Develop, implement, and enforce a standardized document organization and file-naming structure to ensure immediate retrievability and audit readiness.
• Utilize work flow and project-management tools (e.g., Monday.com or similar platforms) to calendar commitments, track progress, and manage competing priorities.
• Perform quality-control reviews for grammar, formatting, clarity, and internal consistency across documents prior to executive or regulatory distribution.
• Adhere to all Bank policies, confidentiality standards, and regulatory expectations.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. In accordance with the Americans with Disabilities Act, Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Skills and Abilities Required to Perform Essential Job Functions:

• Business Acumen Demonstrates the ability to quickly understand governance?driven business situations, including regulatory expectations, reporting deadlines, documentation dependencies, and organizational risk, and to support effective outcomes through disciplined coordination and execution.
• Financial Aptitude Possesses the ability to understand and explain treasury? and risk?related concepts, including balance?sheet management, liquidity, interest rate risk, and investment activities, sufficiently to support accurate documentation, formatting, and communication without performing or altering analysis.
• Decision Making Applies objective judgment to prioritize competing deliverables, manage deadlines, and escalate issues appropriately, aligning execution decisions with enterprise priorities and regulatory requirements.
• Problem?Solving Adept at identifying process gaps, documentation inconsistencies, and workflow inefficiencies and developing practical, standardized solutions that improve clarity, consistency, and reliability of governance deliverables.
• Instills Trust Builds confidence and trust with executives, senior leaders, regulators, and staff through accuracy, discretion, follow?through, and a consistent commitment to high documentation and governance standards.
• Interpersonal Skills Communicates effectively and professionally with individuals and groups across multiple functions, facilitating cooperation, clarity of expectations, and timely delivery without direct authority over content owners.
• Customer Focus Maintains a strong internal customer orientation by understanding the needs of stakeholders such as the CSTO, ALCO members, the Board of Directors, regulators, and audit partners, and ensuring materials are clear, complete, and decision?ready.
• Collaboration Works collaboratively across Asset Liability Management, Liquidity Risk, Investment Strategy, Finance, Risk, and Governance teams to coordinate inputs, resolve dependencies, and support shared objectives while respecting functional ownership.
• Ensures Accountability Holds self and others accountable to agreed?upon timelines, documentation standards, and governance processes; tracks commitments and follows through to completion.
• Organizational and Documentation Leadership Demonstrates strong leadership in document control, organization, and workflow discipline, with the ability to establish, enforce, and maintain standardized filing structures, naming conventions, templates, and tracking tools that support audit and exam readiness.

Education, Experience and Qualifications:

• Bachelor's degree in Business Administration, Finance, Accounting, Economics, Banking, Communications, Information Systems, Public Administration or a related field required.
• Minimum of (5) years of experience in banking, treasury, finance, risk management, operations, executive administration, project management, or a related field required. Preferably in a regulated financial services environment.
• Experience supporting executive leadership, committees, board reporting, or governance activities preferred.
• Coursework or practical exposure to finance, accounting, risk management, or regulatory environments is strongly preferred but not required.
• Working knowledge of Asset Liability Management ("ALM"), liquidity, management, investment strategy, treasury operations, or financial institution governance preferred.
• Experience preparing, coordinating, and maintaining executive reports, board materials, meeting documentation, and regulatory submissions.
• Project Management certification or related professional designation is a plus.

Physical Requirements of Essential Job Functions:

The associate is frequently required to sit and/or stand, communicate, reach, and manipulate objects, tools or controls that are typical of an office/bank environment. Lifting items weighting up to 10 pounds on a consistent basis. Manual dexterity and coordination are required over 80% of the work period while operating equipment such as computers, phones, calculators, etc. Weekend and evening work will be required.

Working Conditions:

• Typical office environment.
• Extended viewing of computer screens.
• Travel (overnight stays) may be required should business needs dictate.
• Regular working hours: Monday Friday from 8 am 5 pm. Based on the nature of the duties being performed, there will be hours that fall outside of the defined regular ones. Weekends included.

The above statements are intended to describe the general nature and level of work performed by associates assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of the associate classified as such. Duties and responsibilities may be added or changed as deemed appropriate by management at any time therefore, they could differ from those outlined above.

United Fidelity Bank is proud to be an Equal Opportunity/Affirmative Action employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.