The Strategy Development Manager plays a critical role in supporting the Chief Strategy Officer in shaping and executing CTBC Bank USA's strategic agenda. This position leads analytical work that informs long-term strategy, evaluates and drives key strategic initiatives, manages cross-functional projects, and supports the bank's M&A activities from early assessment through post-deal execution. The role requires strong business acumen, structured thinking, and the ability to work collaboratively across business units to transform strategic ideas into actionable plans. ESSENTIAL FUNCTIONS: Strategic Planning & Analysis (30%)Conduct market, competitive, financial, and regulatory research to support the bank's strategic planning cycle. Develop frameworks, business cases, and financial models that guide decision-making for new growth opportunities. Prepare strategy materials, presentations, and updates for executive leadership and board-level discussions. Project Planning & Execution (30%)Lead or support enterprise-level strategic projects, including defining scope, milestones, deliverables, and execution plans. Partner with business units (Commercial Banking, Retail, Risk, Operations, etc.) to track initiative progress, identify issues, and escalate key risks. Structure and facilitate workshops, meetings, and working sessions to drive alignment and outcomes. M&A Evaluation & Execution (30%)Support the end-to-end M&A process: opportunity screening, financial and strategic analysis, valuation modeling, and preliminary synergy assessment. Coordinate due-diligence workstreams across credit, finance, operations, technology, and compliance functions. Assist in developing integration plans, tracking Day-1 readiness, and supporting post-merger execution efforts. Executive Support & Cross-Functional Collaboration (10%)Work closely with the Chief Strategy Officer to synthesize insights, prepare reports, and manage communications for senior executives. Build strong relationships with internal stakeholders to ensure strategic initiatives are executed efficiently and consistently. OTHER RESPONSIBILITIES: Perform related duties, as required, for the training and development purposes. Performing all assigned duties under the bank's compliance programs and related laws & regulations. Successfully completing all mandatory training on related Bank's and BSA compliances as well as other laws and regulations as assigned in a timely manner. Qualifications, Experience and Skills Required:Bachelor's degree required; MBA or advanced degree preferred .-8 years of experience in management consulting, corporate strategy, investment banking, or financial-services strategy roles. Experience with banking, financial analysis, or M&A processes is strongly preferred. Strong analytical and financial modeling capabilities (Excel, valuation frameworks, business cases). Excellent strategic thinking, problem-solving, and communication skills, both written and verbal. Proven ability to manage projects, coordinate cross-functional teams, and drive execution under tight timelines. High attention to detail, ownership mindset, and ability to work independently with minimal supervision. Strong PowerPoint and presentation development skills. Ability to handle sensitive information with discretion. Comfort working in a fast-paced, evolving environment with senior executive exposure. PHYSICAL DEMANDS: Minimum mobility to work in an office setting; sit for prolonged period of times; operate office equipment including use of a computer keyboard; and reach with hands and arms. Employees are occasionally required to walk and stand and lift and move records and documents weighing 30 pounds or less. COMMUNICATION DEMANDS:Attention to detail, strong organizational, communication, interpersonal, self-motivated, and analytical skills, ability to interact with all levels of management and staff. WORK ENVIRONMENT:Standard office environment. Noise level in work environment is usually average. Hear in the normal audio range with or without correction. Specific vision abilities required by this job include close vision and the ability to adjust focus. COMPENSATION:The base pay range for this position is USD $100,000.00/ Yr. - USD $120,000.00/ Yr plus full benefits. Exact offer will be determined based on job-related knowledge, skills, experience, and location.
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