Business Strategy Lead
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Business Strategy Lead using analytics and lead-management technologies to drive mortgage customer retention, recapture, and portfolio growth for M&T Bank.
Responsibilities:
- Provide high-level analytical support in designing, developing, and communicating long-term business strategies
- Partner with stakeholders to identify opportunities that drive customer retention, portfolio growth, and new business acquisition
- Support development and implementation of capture and recapture strategies
- Design, execute, and optimize customer outreach campaigns and engagement initiatives across multiple channels
- Leverage Velocify, Volly, dialer technologies, and related lead management tools
- Analyze customer, portfolio, lead, outreach, and campaign performance data
- Develop actionable recommendations to improve customer engagement, conversion effectiveness, retention, and business performance
- Adhere to risk and regulatory standards, policies, controls, and the Company's Risk Appetite
- Identify risk-related issues requiring escalation to management
- Promote an environment supporting belonging and reflecting the M&T Bank brand
- Maintain internal control standards and implement audit and regulatory issues
- Provide work leadership and may indirectly manage team members on specific projects
Requirements:
- Strong analytical ability and creative problem-solving skills
- Strong interpersonal, written, and verbal communication skills
- Self-motivated, results driven, and well organized
- Ability to handle multiple tasks and work under time constraints
- Proficient with personal computers and spreadsheet, database, graphing, and presentation software
- Bachelor’s degree and minimum of 5 years relevant work experience, or in lieu of a degree, a combined minimum of 9 years higher education and/or work experience
- Strong attention to detail
- Ability to work independently and function as a member of a team
- Experience developing and executing capture and recapture strategies within mortgage
- Experience managing outreach initiatives, lead generation and management processes, customer retention efforts, and portfolio growth strategies
- Experience onboarding and managing Velocify, Volly, and dialer technologies
- Ability to translate data and business insights into actionable recommendations
Similar Jobs
Business Strategy Lead
Business Strategy Lead supporting M&T Bank mortgage capture and recapture strategies. Analyzing customer data and optimizing outreach to drive retention, acquisition, and portfolio growth.
Director, Strategy & Insights – Pharma
Pharma strategy director translating scientific, behavioral, and market data into executive insights. Advising Fortune 500 biopharma clients through Vi’s enterprise AI health platform.
Senior Marketing Manager, Digital Outreach Strategy – Growth
Senior Marketing Manager building outbound digital outreach and buyer-persona programs. Driving qualified healthcare conversations for M3’s global technology and research services.
Therapeutic Strategy Lead – Cardiology
Therapeutic Strategy Lead developing cardiology delivery strategies for IQVIA, a global clinical research and healthcare intelligence provider. Supporting bids, project execution, client meetings, and CRO growth.
Therapeutic Strategy Lead – Oncology
Therapeutic Strategy Lead shaping oncology delivery strategies for IQVIA’s clinical research and healthcare intelligence business. Bridging sales, medical and operations teams through bids and project execution.
Therapeutic Strategy Lead – Oncology, Mandarin Speaker
Therapeutic Strategy Lead shaping oncology delivery strategies for IQVIA’s clinical research and healthcare intelligence business. Bridging sales, medical, and operations for compelling clinical research proposals.
Therapeutic Strategy Lead – IMM
Therapeutic Strategy Lead developing innovative clinical delivery strategies for IQVIA’s life sciences and healthcare services. Bridging sales, medical, and operations teams through RFPs and bid defenses.
Therapeutic Strategy Lead – Mandarin Speaker
Therapeutic Strategy Lead at IQVIA developing clinical delivery strategies for biopharma projects. Bridging sales, medical, and operations during RFP and bid defense cycles.
Senior Product Strategy – Growth Manager
Senior Product Strategy & Growth Manager shaping product and growth priorities at HighLevel, an AI-powered business operating system. Driving data-backed strategy, cross-functional execution, and measurable business outcomes.
Senior Director, Strategy – Execution
Senior strategy leader shaping Ensono’s corporate strategy, initiative portfolio and executive operating rhythm. Supporting corporate development, transformation and board-level decision-making for a managed technology services provider.
Global Strategic Advisor – Capital Markets, Fundraising
Commission-based strategic advisor raising capital for Global Inspector AI, a Swiss AI and digital trust venture. Building investor pipelines and closing investment partnerships worldwide.
Senior Strategic Advisor, Government Contracts
Strategic Senior Advisor guiding WIL, a workforce and execution intelligence organization, on government-contracting opportunities, compliance, partnerships, and growth decisions.
Strategic Operations Consultant
Consultor Estratégico de Operações na QIMA, empresa global de inspeção, auditoria e certificação. Analisando KPIs, produtividade e operações de campo em Botucatu.
Product Strategy Manager
Product Strategy Manager evaluating healthcare market opportunities, investments, and roadmaps at Bamboo Health. Building financial models and executive recommendations for Real-Time Care Intelligence solutions.
Head of Strategy – Global Expansion
Head of Strategy & Global Expansion owning P&L and commercial growth for Straightcurve’s sustainable landscape-products business. Leading USA expansion, UK growth and Australian scaling.
Senior Strategy Analyst
Analista de Estratégia Sr analisando portfólios de produtos financeiros na Keyrus, grupo internacional de dados e IA. Transformando indicadores em insights estratégicos para crescimento e rentabilização.
Enterprise Strategy Manager
Enterprise Strategy Manager shaping H&R Block’s corporate strategy across tax, financial services, and small business markets. Delivering analyses and recommendations for senior leaders and the Board.
Corporate Development & Strategy Lead
Corporate Development & Strategy Lead driving M&A, transaction execution, and strategic growth initiatives. Partnering with the CEO of a growing travel and tour company.
Business Strategy Analyst
Business Strategy Analyst supporting CoLab’s AI engineering platform for mechanical engineering teams. Researching markets, customers, and competitors while driving cross-functional strategic projects.
Campaign Strategy Analyst
Campaign Strategy Analyst supporting customer engagement campaigns for Accenture Federal Services, a technology company serving the US federal government. Developing briefs, testing strategies, KPIs, and campaign reports.