Talence Group | Executive & Leadership Search

Vice President

• Lead treasury, liquidity, and balance sheet management activities
• Oversee the investment portfolio, funding strategies, and broker-dealer relationships
• Execute balance sheet strategies including loan sales, brokered deposits, and liquidity actions
• Monitor economic and interest rate trends and assess impacts on financial performance
• Develop strategies to optimize liquidity, earnings, and overall balance sheet performance
• Lead ALM forecasting, IRR analysis, stress testing, and scenario modeling
• Oversee deposit decay assumptions, loan prepayment analysis, and liquidity forecasting
• Serve as a key contributor to the Asset Liability Committee (ALCO)
• Provide strategic recommendations related to balance sheet risk and performance
• Lead the annual budgeting process and quarterly forecasting activities
• Oversee enterprise financial modeling, variance analysis, and executive reporting
• Support profitability and pricing analysis across products and business lines
• Partner with department leaders to support data-driven decision-making
• Lead, coach, and develop the Finance and Treasury teams
• Partner cross-functionally with lending, accounting, operations, and executive leadership
• Present financial analysis and strategic recommendations to executive leadership, ALCO, and Board stakeholders
• Support regulatory examinations, audits, and compliance activities
• Help modernize treasury, ALM, forecasting, and reporting infrastructure
• Evaluate and improve financial systems, modeling tools, and vendor relationships
• Support the organization’s broader digital transformation and growth initiative

Vice President, Treasury

Marketing

• Own and lead the enterprise marketing vision and multi-year growth strategy, integrating brand, digital, data, and member experience to drive sustained growth and long-term value.
• Lead and evolve the organization’s brand strategy, ensuring consistent and compelling expression across all channels and touchpoints.
• Drive full-funnel growth across a diverse mix of digital and traditional channels, optimizing acquisition, engagement, and conversion.
• Own and build lifecycle marketing strategies that deliver personalized, relevant experiences across every stage of the member journey by leveraging data, automation, and AI.
• Lead the advancement of data, analytics, and marketing technology capabilities, embedding AI and data-driven experimentation into how marketing decisions are made.
• Own marketing performance and investment strategy, establishing clear measurement frameworks and connecting outcomes to enterprise goals.
• Build and lead a high-performing marketing organization, developing talent and strengthening capabilities across digital, analytics, and strategy.

Vice President, Treasury

Senior Vice President – Marketing