ABOUT THE ROLE

While working across the Executive Team of the company you’ll be part of a high-profile group combining strategic insight with operational execution. The hands-on role will support a leading initiative that is passionate about preparing for an acquisition and the subsequent integration. As well as owning the project management of the initiative, you will also be responsible for drafting elements of the business plan required for the acquisition. In addition, you will focus on bridging the external interactions with the vital regulatory agencies and the internal teams. The “Project Management” for this role goes well beyond project plans and coordination.

You’ll report to the Head of Strategic Initiatives on our growing Finance team and partner closely with Legal, Risk, Compliance and Operations to assist in the development of the business plan, supporting artifacts and holding people accountable to meeting project commitments. With BlueVine, no task is too small! You’ll team up with internal partners to help plan for the development of process documentation, procedures and controls that would be required once BlueVine becomes a regulated entity. 

This is not a fully remote role. At BlueVine, we pride ourselves on our collaborative culture, which we believe is best maintained through in-person interactions and a vibrant office environment.  All of our offices will reopen in accordance with local guidelines, and will follow a hybrid model.

WHAT YOU'LL DO

• Apply your understanding of banking processes across key areas like operations, finance, internal controls, and risk to help drive the plans content and incorporate feedback from external supporting consultants
• Assist in the written development of the business plan such as processes, procedures, governance plans, etc.
• In partnership with the Head of Strategy, lead the development of the detailed project plan for the initiative application process, incorporating and presenting the needs of each of the internal partners (both from the existing BlueVine team and the acquisition target)
• Translate the plan into practical steps for implementation and lead the execution of the plan, connect with the regulators on the progress being made to implement the approved plan in accordance with the approved timelines once the plan has been developed and approved

WHAT WE LOOK FOR

• 8+ years of Banking experience; must understand the inner workings of a Bank from a Risk Management, Operations, Control Environment, Regulatory and Compliance aspect
• 4+ years of leadership experience
• Exposure to working with Bank Regulators; understanding their approach, scope, areas of specific coverage, and exposure to the various regulation that cover BSA/AML, Compliance, Capital planning, Liquidity management, and Risk Management
• Experience partnering with key internal partners across a Bank while holding appreciation of the key rules and regulations impacting Banks
• Familiarity with the corporate governance structure within a Bank or regulated entity
• Provide mentorship and leadership across the functional teams on the needs, requirements, and timing of acquiring a Bank Charter via an acquisition
• Ability to form deep relationships with cross functional teams during the initial stages of an acquisition, as well as external partners at an executive level
• Ability to collaborate with the key internal partners as well as external consultants to build out the business plan that will be used to submit to the regulators to communicate the intentions and ambitions of the combined organization over the next 3 year time horizon

Benefits & Perks:

• Over $1,000 annually for a wellness benefit of your choice
• Monthly WFH stipend 
• PTO, Company Holiday, and Flexible Holidays
• Excellent health coverage and life insurance benefits
• Generous, paid parental leave covering up to 16 weeks
• 401K with an immediate 3% company match
• Access to financial coaches and education sessions
• Company-sponsored Mental Health Benefits, including 1:1 therapy
• Community-based volunteering opportunities
• Free commuter benefits - Caltrain passes for San Francisco employees and a monthly parking allowance 
• Weekly catered lunches and fully stocked kitchen pantries
• Quarterly DoorDash credit
• Dog-friendly HQ

Read what candidates and employees have to say about us. Check out our Glassdoor Page.