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Head of Strategic Initiatives & Transformation

A929e1bc Abab 4b3c 8606 9c48f1a10926 19000101 000001 · Newport Beach, CA, US, Newport Beach, CA · Active · $211,000–$235,000 / year · ADP Workforce Now Recruiting

Job facts

FieldValue
CompanyA929e1bc Abab 4b3c 8606 9c48f1a10926 19000101 000001
TitleHead of Strategic Initiatives & Transformation
Normalized title-
Department / team-
LocationNewport Beach, CA, United States
Work model-
Employment type-
Salary$211,000–$235,000 / year
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2026-06-05 / 2026-06-06
Changed / last seen2026-06-06 / 2026-06-06

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Linked records

CompanyA929e1bc Abab 4b3c 8606 9c48f1a10926 19000101 000001
Source83e6fded-ac5a-46a1-aa79-fce6df37aa80
ATS providerADP Workforce Now Recruiting

Description

The Role: SVP/ Head of Strategic Initiatives & Transformation The Location: Los Angeles, Orange County, San Diego Reports To: EVP/Chief Operating Officer Make a Difference Where It Matters Most At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity. Our solutions-based service, paired with best-in-class talent, sets us apart in the market, but it’s trust that defines who we are. It's our gold standard, the currency we trade in, and the foundation of every decision we make. We’re looking for leaders who want more than a title. We’re looking for team players who want to make an impact. If you're driven to lead with purpose, ready to shape the future and have meaningful impact at a relationship-centered bank, CalPrivate Bank may be the place for you. Your Opportunity: Head of Strategic Initiatives & Transformation At CalPrivate Bank, we are committed to delivering distinctly different financial services through trusted relationships, thoughtful solutions, and an unwavering commitment to service excellence. As the Bank continues its strategic growth trajectory, the Senior Vice President, Head of Strategic Initiatives & Transformation serves as a critical enterprise leader responsible for helping shape the future of the organization through innovation, operational alignment, and execution excellence. This role serves as a key senior leader within CalPrivate Bank and is responsible for driving enterprise product strategy, innovation, project execution, process improvement, and organizational transformation initiatives across the Bank. The position brings together several critical business functions including: Product Management, Project Management Office (PMO), Business Transformation, and Change Management, to ensure the Bank’s strategic priorities are translated into well-executed initiatives that improve client experience, operational efficiency, revenue growth, and overall business performance. The SVP, Head of Strategic Initiatives, Transformation & Product will serve as both a strategic architect and execution leader, partnering closely with executive leadership and business line leaders to identify opportunities, prioritize enterprise initiatives, modernize processes, and enhance the Bank’s products, systems, and client delivery capabilities. This executive will lead cross-functional teams responsible for developing and enhancing banking products, managing enterprise project portfolios, improving core operational processes, and supporting the successful adoption of business and technology changes across the organization. The ideal candidate is a highly collaborative, forward-thinking executive who can balance innovation with operational discipline, align teams around enterprise priorities, and effectively influence stakeholders across all levels of the Bank. This leader must possess the strategic vision to anticipate future opportunities while maintaining the execution rigor necessary to deliver measurable business results in a highly regulated banking environment. Mission Impact The SVP, Head of Strategic Initiatives & Transformation plays a mission-critical role in helping CalPrivate Bank scale thoughtfully while preserving the high-touch, relationship-driven experience that defines the organization. This leader will help ensure the Bank remains agile, innovative, and operationally strong as it continues expanding its market presence, client offerings, and internal capabilities. By integrating product strategy, transformation efforts, and enterprise project execution under one leadership function, this role creates organizational alignment and accelerates the Bank’s ability to execute strategic priorities effectively. The position will help foster a culture of continuous improvement, collaboration, accountability, and innovation while ensuring initiatives are aligned with the Bank’s long-term vision, regulatory requirements, and commitment to exceptional client service. This executive will also serve as a key advisor to senior leadership, helping evaluate opportunities, mitigate operational risks, improve scalability, and support enterprise decision-making related to products, systems, operational enhancements, and organizational effectiveness. What You’ll Do Strategic Leadership & Enterprise Transformation Lead the development and execution of enterprise-wide strategic initiatives aligned with the Bank’s growth objectives and long-term vision. Partner closely with executive leadership to identify organizational priorities, business opportunities, operational challenges, and innovation strategies. Drive enterprise transformation initiatives focused on improving operational effectiveness, scalability, client experience, and profitability. Establish governance frameworks and prioritization processes to ensure alignment and accountability across strategic initiatives. Serve as a trusted advisor to executive leadership on organizational change, modernization efforts, and business optimization opportunities. Product Strategy & Innovation Lead the Bank’s product management function, including product development, enhancement, lifecycle management, and strategic roadmap planning. Evaluate market trends, client needs, competitive positioning, and emerging technologies to identify opportunities for innovation and differentiation. Partner with business line leaders to enhance existing banking products and develop new offerings that support client growth and deepen relationships. Ensure product initiatives align with the Bank’s relationship-focused service model, risk framework, operational capabilities, and profitability objectives. Drive a culture of innovation while balancing regulatory requirements, operational discipline, and execution feasibility. Project Management Office (PMO) Leadership Oversee the enterprise Project Management Office and strategic project portfolio management processes. Ensure projects are appropriately prioritized, resourced, governed, tracked, and executed on time and within budget. Develop standardized project management methodologies, reporting structures, and performance metrics. Lead cross-functional collaboration across departments to ensure successful implementation of enterprise initiatives. Provide executive-level visibility into project status, risks, dependencies, and resource planning. Business Process Improvement & Operational Excellence Lead enterprise process improvement initiatives focused on efficiency, scalability, quality, and risk mitigation. Identify opportunities to streamline workflows, reduce operational friction, and enhance the employee and client experience. Collaborate with operational and business leaders to redesign processes that support future growth and organizational effectiveness. Promote continuous improvement methodologies and operational best practices across the organization. Change Management & Organizational Adoption Lead organizational change management efforts related to business transformation, technology implementations, operational enhancements, and strategic initiatives. Develop communication, training, and adoption strategies that support successful implementation and long-term sustainability of change initiatives. Foster strong stakeholder engagement and alignment throughout project and transformation lifecycles. Support leadership teams in navigating organizational change while maintaining employee engagement and operational continuity. Leadership & Team Development Build, mentor, and lead high-performing cross-functional teams across Product Management, PMO, Transformation, and Change Management functions. Foster a collaborative, accountable, and solutions-oriented culture focused on execution excellence and continuous improvement. Develop leadership capabilities within the team and support talent development initiatives across the organization. Encourage innovation, strategic thinking, and proactive problem-solving across all functional areas. AML/CFT/Compliance Responsibilities This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program. Who You Are Experience & Expertise Bachelor’s degree in Business Administration, Finance, Organizational Leadership, Technology, or related field required; advanced degree preferred. Minimum 10+ years of progressive leadership experience in banking, financial services, consulting, or related industries. Significant experience leading enterprise strategic initiatives, transformation efforts, product management, or PMO functions. Strong understanding of banking operations, financial products, regulatory environments, and organizational change management. Proven ability to lead large-scale, cross-functional initiatives from strategy development through execution and adoption. Demonstrated success building organizational alignment and influencing senior stakeholders across complex organizations. Experience driving operational improvement, modernization initiatives, and enterprise process optimization. Exceptional executive communication, leadership, presentation, and relationship management skills. Strategic mindset with strong analytical, operational, and execution capabilities. Ability to thrive in a fast-paced, evolving, high-growth environment while balancing multiple priorities. Mindset & Values You lead with accountability, integrity, and consistency. You thrive in a collaborative environment where transparency and follow-through matter. You model professionalism, calm under pressure, and a solutions-oriented mindset. You embrace data-driven decision-making while maintaining a client-first perspective. You embody CalPrivate’s culture, heart for client, excellence in service, and deep commitment to the Bank and its people. Physical Demands May require some travel in order to support clients, cultivate business development opportunities and meeting with prospects. Ability to sit or stand for extended periods of time. Ability to physically use a keyboard/mouse Ability to walk to and from workstations Ability to frequently lift and/or move up to 10lbs and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus Why CalPrivate Bank? This isn’t just another bank job. At CalPrivate Bank, you will be part of something bigger. Our day-to-day operations and projects don’t just impact a balance sheet, they influence real people, real businesses, and the communities we proudly serve. We are guided by our commitment to relationships, solutions, and trust. And we’re building a team of people who reflect those values in everything they do. If you’re looking for a place where your work will matter, your ideas will be valued, and your growth will be supported, welcome to CalPrivate Bank! Ready to lead with purpose?

Full job record

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    "requisitionDescription": "<div><p><img src=\"https://static.workforcenow.adp.com/cccustom/Client/Recruitment/20th%20logo_2841f78c-a9d7-4f75-9ccd-1e116ad8f4d1.png\" style=\"width: 300px;\" class=\"fr-fic fr-dib\"></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family:\"Aptos\",sans-serif;' data-pasted=\"true\"><span style=\"font-size:13px;color:#0E2841;\">The Role: SVP/ Head of Strategic Initiatives &amp; Transformation&nbsp;</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"font-size:13px;color:#0E2841;\">The Location: Los Angeles, Orange County, San Diego</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"font-size:13px;color:#0E2841;\">Reports To: EVP/Chief Operating Officer</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family:\"Aptos\",sans-serif;'><br></p><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"611\" style=\"width:458.0pt;margin-left:4.5pt;border-collapse:collapse;border:none;\" data-pasted=\"true\"><tbody><tr><td valign=\"top\" style=\"width: 100%; border-width: 1pt 1pt 2.25pt; border-style: none none solid; border-color: rgb(219, 219, 219) rgb(219, 219, 219) rgb(0, 60, 100); border-image: initial; background: white; padding: 4.5pt; vertical-align: top;\"><p style='margin-top:6.0pt;margin-right:0in;margin-bottom:  6.0pt;margin-left:0in;line-height:52%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='font-size:17px;line-height:52%;font-family:\"Helvetica World\";color:#BC9B32;'>Make a Difference Where It Matters Most&nbsp;</span></p></td></tr></tbody></table><p style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:124%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;line-height:124%;font-family:\"Helvetica World\";color:#003C64;'>At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity. Our solutions-based service, paired with best-in-class talent, sets us apart in the market, but it&rsquo;s trust that defines who we are. It&#39;s our gold standard, the currency we trade in, and the foundation of every decision we make.
<br>&nbsp;</span></p><p style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:124%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;line-height:124%;font-family:\"Helvetica World\";color:#003C64;'>We&rsquo;re looking for leaders who want more than a title. We&rsquo;re looking for team players who want to make an impact. If you&#39;re driven to lead with purpose, ready to shape the future and have meaningful impact at a relationship-centered bank, CalPrivate Bank may be the place for you.&nbsp;</span></p><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"604\" style=\"width:452.95pt;margin-left:4.5pt;border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%; border-width: 1pt 1pt 2.25pt; border-style: none none solid; border-color: rgb(219, 219, 219) rgb(219, 219, 219) rgb(0, 60, 100); border-image: initial; background: white; padding: 9pt; height: 26.55pt; vertical-align: top;\"><p style='margin-top:6.0pt;margin-right:0in;margin-bottom:  0in;margin-left:0in;line-height:140%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='font-size:17px;line-height:140%;font-family:\"Helvetica World\";color:#BC9B32;'>Your Opportunity: Head of Strategic Initiatives &amp; Transformation&nbsp;</span></p></td></tr></tbody></table><p style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:140%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World\";color:#003C64;'>At CalPrivate Bank, we are committed to delivering distinctly different financial services through trusted relationships, thoughtful solutions, and an unwavering commitment to service excellence. As the Bank continues its strategic growth trajectory, the Senior Vice President, Head of Strategic Initiatives &amp; Transformation serves as a critical enterprise leader responsible for helping shape the future of the organization through innovation, operational alignment, and execution excellence.</span></p><p style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:140%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World\";color:#003C64;'>This role serves as a key senior leader within CalPrivate Bank and is responsible for driving enterprise product strategy, innovation, project execution, process improvement, and organizational transformation initiatives across the Bank. The position brings together several critical business functions including: Product Management, Project Management Office (PMO), Business Transformation, and Change Management, to ensure the Bank&rsquo;s strategic priorities are translated into well-executed initiatives that improve client experience, operational efficiency, revenue growth, and overall business performance.</span></p><p style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:140%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World\";color:#003C64;'>The SVP, Head of Strategic Initiatives, Transformation &amp; Product will serve as both a strategic architect and execution leader, partnering closely with executive leadership and business line leaders to identify opportunities, prioritize enterprise initiatives, modernize processes, and enhance the Bank&rsquo;s products, systems, and client delivery capabilities. This executive will lead cross-functional teams responsible for developing and enhancing banking products, managing enterprise project portfolios, improving core operational processes, and supporting the successful adoption of business and technology changes across the organization.</span></p><p style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:140%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World\";color:#003C64;'>The ideal candidate is a highly collaborative, forward-thinking executive who can balance innovation with operational discipline, align teams around enterprise priorities, and effectively influence stakeholders across all levels of the Bank. This leader must possess the strategic vision to anticipate future opportunities while maintaining the execution rigor necessary to deliver measurable business results in a highly regulated banking environment.</span></p><p style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:140%;font-size:16px;font-family:\"Aptos\",sans-serif;'><strong><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World\";color:#003C64;'>Mission Impact</span></strong></p><p style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:140%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World\";color:#003C64;'>The SVP, Head of Strategic Initiatives &amp; Transformation plays a mission-critical role in helping CalPrivate Bank scale thoughtfully while preserving the high-touch, relationship-driven experience that defines the organization. This leader will help ensure the Bank remains agile, innovative, and operationally strong as it continues expanding its market presence, client offerings, and internal capabilities.</span></p><p style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:140%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World\";color:#003C64;'>By integrating product strategy, transformation efforts, and enterprise project execution under one leadership function, this role creates organizational alignment and accelerates the Bank&rsquo;s ability to execute strategic priorities effectively. The position will help foster a culture of continuous improvement, collaboration, accountability, and innovation while ensuring initiatives are aligned with the Bank&rsquo;s long-term vision, regulatory requirements, and commitment to exceptional client service.</span></p><p style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:140%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World\";color:#003C64;'>This executive will also serve as a key advisor to senior leadership, helping evaluate opportunities, mitigate operational risks, improve scalability, and support enterprise decision-making related to products, systems, operational enhancements, and organizational effectiveness.</span></p><p style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:140%;font-size:16px;font-family:\"Aptos\",sans-serif;'><br></p><p style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:140%;font-size:16px;font-family:\"Aptos\",sans-serif;'><strong><span style='font-size:20px;line-height:140%;font-family:\"Helvetica World Bold\";color:#BC9B32;'>What You&rsquo;ll Do&nbsp;</span></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:justify;'><strong><span style=\"color:#0E2841;\">Strategic Leadership &amp; Enterprise Transformation</span></strong></p><div style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;\"><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:115%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Lead the development and execution of enterprise-wide strategic initiatives aligned with the Bank&rsquo;s growth objectives and long-term vision.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:115%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Partner closely with executive leadership to identify organizational priorities, business opportunities, operational challenges, and innovation strategies.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:115%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Drive enterprise transformation initiatives focused on improving operational effectiveness, scalability, client experience, and profitability.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:115%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Establish governance frameworks and prioritization processes to ensure alignment and accountability across strategic initiatives.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:115%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Serve as a trusted advisor to executive leadership on organizational change, modernization efforts, and business optimization opportunities.</span></li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:.25in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><br></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:140%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:justify;'><strong><span style='font-family:\"Helvetica World\";color:#0E2841;'>Product Strategy &amp; Innovation</span></strong></p><ul style=\"margin-bottom:0in;margin-top:0in;\" type=\"disc\"><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;color:#003C64;'><span style='font-size:13px;line-height:115%;font-family:\"Helvetica World\";'>Lead the Bank&rsquo;s product management function, including product development, enhancement, lifecycle management, and strategic roadmap planning.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;color:#003C64;'><span style='font-size:13px;line-height:115%;font-family:\"Helvetica World\";'>Evaluate market trends, client needs, competitive positioning, and emerging technologies to identify opportunities for innovation and differentiation.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;color:#003C64;'><span style='font-size:13px;line-height:115%;font-family:\"Helvetica World\";'>Partner with business line leaders to enhance existing banking products and develop new offerings that support client growth and deepen relationships.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;color:#003C64;'><span style='font-size:13px;line-height:115%;font-family:\"Helvetica World\";'>Ensure product initiatives align with the Bank&rsquo;s relationship-focused service model, risk framework, operational capabilities, and profitability objectives.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;color:#003C64;'><span style='font-size:13px;line-height:115%;font-family:\"Helvetica World\";'>Drive a culture of innovation while balancing regulatory requirements, operational discipline, and execution feasibility.</span></li></ul><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:.5in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><br></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><strong><span style='font-family:\"Times New Roman\";color:#0E2841;'>Project Management Office (PMO) Leadership</span></strong></p><div style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;\"><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:115%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Oversee the enterprise Project Management Office and strategic project portfolio management processes.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:115%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Ensure projects are appropriately prioritized, resourced, governed, tracked, and executed on time and within budget.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:115%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Develop standardized project management methodologies, reporting structures, and performance metrics.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:115%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Lead cross-functional collaboration across departments to ensure successful implementation of enterprise initiatives.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:115%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Provide executive-level visibility into project status, risks, dependencies, and resource planning.</span></li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:.25in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><br></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:justify;'><strong><span style='font-family:\"Times New Roman\";color:#0E2841;'>Business Process Improvement &amp; Operational Excellence</span></strong></p><ul style=\"margin-bottom:0in;margin-top:0in;\" type=\"disc\"><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;color:#003C64;'><span style='font-size:13px;line-height:115%;font-family:\"Helvetica World\";'>Lead enterprise process improvement initiatives focused on efficiency, scalability, quality, and risk mitigation.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;color:#003C64;'><span style='font-size:13px;line-height:115%;font-family:\"Helvetica World\";'>Identify opportunities to streamline workflows, reduce operational friction, and enhance the employee and client experience.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;color:#003C64;'><span style='font-size:13px;line-height:115%;font-family:\"Helvetica World\";'>Collaborate with operational and business leaders to redesign processes that support future growth and organizational effectiveness.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;color:#003C64;'><span style='font-size:13px;line-height:115%;font-family:\"Helvetica World\";'>Promote continuous improvement methodologies and operational best practices across the organization.</span></li></ul><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><br></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><strong><span style='font-family:\"Times New Roman\";color:#0E2841;'>Change Management &amp; Organizational Adoption</span></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><br></p><ul style=\"margin-bottom:0in;margin-top:0in;\" type=\"disc\"><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;color:#003C64;'><span style='font-size:13px;line-height:115%;font-family:\"Helvetica World\";'>Lead organizational change management efforts related to business transformation, technology implementations, operational enhancements, and strategic initiatives.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;color:#003C64;'><span style='font-size:13px;line-height:115%;font-family:\"Helvetica World\";'>Develop communication, training, and adoption strategies that support successful implementation and long-term sustainability of change initiatives.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;color:#003C64;'><span style='font-size:13px;line-height:115%;font-family:\"Helvetica World\";'>Foster strong stakeholder engagement and alignment throughout project and transformation lifecycles.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;color:#003C64;'><span style='font-size:13px;line-height:115%;font-family:\"Helvetica World\";'>Support leadership teams in navigating organizational change while maintaining employee engagement and operational continuity.</span></li></ul><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><br></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><strong><span style='font-family:\"Times New Roman\";color:#0E2841;'>Leadership &amp; Team Development</span></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><br></p><ul style=\"margin-bottom:0in;margin-top:0in;\" type=\"disc\"><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;color:#003C64;'><span style='font-size:13px;line-height:115%;font-family:\"Helvetica World\";'>Build, mentor, and lead high-performing cross-functional teams across Product Management, PMO, Transformation, and Change Management functions.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;color:#003C64;'><span style='font-size:13px;line-height:115%;font-family:\"Helvetica World\";'>Foster a collaborative, accountable, and solutions-oriented culture focused on execution excellence and continuous improvement.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;color:#003C64;'><span style='font-size:13px;line-height:115%;font-family:\"Helvetica World\";'>Develop leadership capabilities within the team and support talent development initiatives across the organization.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;color:#003C64;'><span style='font-size:13px;line-height:115%;font-family:\"Helvetica World\";'>Encourage innovation, strategic thinking, and proactive problem-solving across all functional areas.</span></li></ul><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><br></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><br></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:140%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:justify;'><strong><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World Bold\";color:#003C64;'>AML/CFT/Compliance Responsibilities</span></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:justify;'><span style='font-size:13px;line-height:115%;font-family:\"Helvetica World\";color:#003C64;'>This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank&rsquo;s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank&rsquo;s compliance program BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank&rsquo;s compliance program.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:140%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:justify;'><br></p><p style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:75%;font-size:16px;font-family:\"Aptos\",sans-serif;'><strong><span style='font-size:20px;line-height:75%;font-family:\"Helvetica World Bold\";color:#BC9B32;'>Who You Are&nbsp;</span></strong></p><p style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:75%;font-size:16px;font-family:\"Aptos\",sans-serif;'><strong><em><span style='font-family:\"Helvetica World Bold Italics\";color:#BC9B32;'>Experience &amp; Expertise&nbsp;</span></em></strong></p><ul style=\"margin-bottom:0in;margin-top:0in;\" type=\"disc\"><li style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:normal;font-size:16px;font-family:\"Aptos\",sans-serif;color:#003C64;'><span style='font-size:13px;font-family:\"Helvetica World\";'>Bachelor&rsquo;s degree in Business Administration, Finance, Organizational Leadership, Technology, or related field required; advanced degree preferred.</span></li><li style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:normal;font-size:16px;font-family:\"Aptos\",sans-serif;color:#003C64;'><span style='font-size:13px;font-family:\"Helvetica World\";'>Minimum 10+ years of progressive leadership experience in banking, financial services, consulting, or related industries.</span></li><li style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:normal;font-size:16px;font-family:\"Aptos\",sans-serif;color:#003C64;'><span style='font-size:13px;font-family:\"Helvetica World\";'>Significant experience leading enterprise strategic initiatives, transformation efforts, product management, or PMO functions.</span></li><li style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:normal;font-size:16px;font-family:\"Aptos\",sans-serif;color:#003C64;'><span style='font-size:13px;font-family:\"Helvetica World\";'>Strong understanding of banking operations, financial products, regulatory environments, and organizational change management.</span></li><li style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:normal;font-size:16px;font-family:\"Aptos\",sans-serif;color:#003C64;'><span style='font-size:13px;font-family:\"Helvetica World\";'>Proven ability to lead large-scale, cross-functional initiatives from strategy development through execution and adoption.</span></li><li style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:normal;font-size:16px;font-family:\"Aptos\",sans-serif;color:#003C64;'><span style='font-size:13px;font-family:\"Helvetica World\";'>Demonstrated success building organizational alignment and influencing senior stakeholders across complex organizations.</span></li><li style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:normal;font-size:16px;font-family:\"Aptos\",sans-serif;color:#003C64;'><span style='font-size:13px;font-family:\"Helvetica World\";'>Experience driving operational improvement, modernization initiatives, and enterprise process optimization.</span></li><li style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:normal;font-size:16px;font-family:\"Aptos\",sans-serif;color:#003C64;'><span style='font-size:13px;font-family:\"Helvetica World\";'>Exceptional executive communication, leadership, presentation, and relationship management skills.</span></li><li style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:normal;font-size:16px;font-family:\"Aptos\",sans-serif;color:#003C64;'><span style='font-size:13px;font-family:\"Helvetica World\";'>Strategic mindset with strong analytical, operational, and execution capabilities.</span></li><li style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:normal;font-size:16px;font-family:\"Aptos\",sans-serif;color:#003C64;'><span style='font-size:13px;font-family:\"Helvetica World\";'>Ability to thrive in a fast-paced, evolving, high-growth environment while balancing multiple priorities.</span></li></ul><p style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:75%;font-size:16px;font-family:\"Aptos\",sans-serif;'><strong><em><span style='font-family:\"Helvetica World Bold Italics\";color:#BC9B32;'>Mindset &amp; Values&nbsp;</span></em></strong></p><div style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;\"><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>You lead with accountability, integrity, and consistency.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>You thrive in a collaborative environment where transparency and follow-through matter.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>You model professionalism, calm under pressure, and a solutions-oriented mindset.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>You embrace data-driven decision-making while maintaining a client-first perspective.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>You embody CalPrivate&rsquo;s culture, heart for client, excellence in service, and deep commitment to the Bank and its people.</span></li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:140%;font-size:16px;font-family:\"Aptos\",sans-serif;'><strong><em><span style='font-family:\"Helvetica World Bold Italics\";color:#BC9B32;'>Physical Demands&nbsp;</span></em></strong></p><div style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;\"><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>May require some travel in order to support clients, cultivate business development opportunities and meeting with prospects.&nbsp;</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Ability to sit or stand for extended periods of time.&nbsp;</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Ability to physically use a keyboard/mouse&nbsp;</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Ability to walk to and from workstations&nbsp;</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Ability to frequently lift and/or move up to 10lbs and occasionally lift and/or move up to 50 pounds.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Specific vision abilities required by this job include close vision and ability to adjust focus&nbsp;</span></li></ul></div><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"591\" style=\"width:443.4pt;margin-left:6.0pt;border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%; border-width: 1pt 1pt 2.25pt; border-style: none none solid; border-color: rgb(219, 219, 219) rgb(219, 219, 219) rgb(0, 60, 100); border-image: initial; padding: 6pt; vertical-align: top;\"><p style='margin-top:6.0pt;margin-right:0in;margin-bottom:  6.0pt;margin-left:0in;line-height:140%;font-size:16px;font-family:\"Aptos\",sans-serif;'><strong><span style='font-size:20px;line-height:140%;font-family:\"Helvetica World Bold\";color:#BC9B32;'>Why CalPrivate Bank?&nbsp;</span></strong></p></td></tr></tbody></table><p style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:124%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:justify;'><span style='font-size:13px;line-height:124%;font-family:\"Helvetica World\";color:#003C64;'>This isn&rsquo;t just another bank job. At CalPrivate Bank, you will be part of something bigger. Our day-to-day operations and projects don&rsquo;t just impact a balance sheet, they influence real people, real businesses, and the communities we proudly serve. We are guided by our commitment to relationships, solutions, and trust. And we&rsquo;re building a team of people who reflect those values in everything they do.&nbsp;</span></p><p style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:124%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:justify;'><span style='font-size:13px;line-height:124%;font-family:\"Helvetica World\";color:#003C64;'>If you&rsquo;re looking for a place where your work will matter, your ideas will be valued, and your growth will be supported, welcome to CalPrivate Bank! Ready to lead with purpose?&nbsp;</span></p></div>\n",
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