Program Senior Group Manager, Branch Performance Strategy and Execution

**Branch Performance Management & Strategy** **Role Summary** The Head of Branch Performance Management & Strategy is a senior leadership role accountable for defining and executing the enterprise strategy for sales productivity, performance management, goal setting, reporting, and client experience insights across the U.S. Branch Network, supporting ~650 branches and ~5,000 frontline colleagues. This leader oversees a team responsible for end-to-end ownership of performance frameworks, including the design and governance of metrics, scorecards, and data-driven goal allocation methodologies across all job families. Operating at the center of a highly matrixed organization, this role partners closely with senior leaders across Sales, Finance, Product, Marketing, Wealth Intelligence, and Client Experience to align strategic priorities, performance expectations, and execution. This role has significant influence on business outcomes by translating complex analytics into actionable strategies, shaping reporting tools and frameworks, and driving performance transparency while improving client experience. With broad visibility, the role regularly presents to executive leadership, informing decisions on branch network strategy, investment prioritization, and performance optimization. **Responsibilities** - **Lead enterprise productivity strategy**: Own the strategy and execution of branch productivity frameworks, ensuring consistent measurement of performance and financial contribution across ~650 branches while aligning to enterprise priorities and commitments. - **Lead high-impact program execution**: Manage and develop a team while overseeing complex, enterprise-wide initiatives, ensuring disciplined execution of performance management, goal setting, and reporting processes at scale. - **Own goal-setting strategy and execution**: Lead the end-to-end design and delivery of goal setting across all branch job families by developing scalable, data-driven allocation methodologies that cascade targets across ~5,000 frontline colleagues and drive clarity and accountability. - **Drive cross-functional goal alignment**: Partner with senior leaders across Sales, Finance, Product, Marketing, and Business Intelligence to align on goal-setting methodologies, assumptions, and outcomes, ensuring strong governance and enterprise-wide adoption. - **Translate insights into performance actions**: Leverage advanced analytics to identify productivity opportunities and partner with Sales leadership to implement targeted strategies that improve banker performance and optimize branch capacity. - **Establish benchmarking and accountability standards**: Design measurement frameworks that benchmark branch and banker performance against internal and external standards, enabling transparency, performance management rigor, and targeted improvement actions. - **Own performance metrics architecture**: Lead the design, governance, and continuous evolution of performance metrics and scorecards across all branch job families, ensuring alignment with business strategy and consistent performance evaluation practices. - **Shape reporting tools and frameworks strategy**: Define and influence the strategy and implementation of reporting tools, dashboards, and performance frameworks, enabling leaders to effectively monitor, manage, and act on performance insights. - **Deliver client experience insights and strategy**: Lead analysis of client experience data to identify themes, root causes, and opportunities, partnering with Client Experience teams and business owners to solve pain points and improve client and business outcomes. - **Provide strategic performance thought leadership**: Serve as a key advisor on performance management philosophy, evolving frameworks to drive balanced outcomes across growth, productivity, and client experience. - **Deliver executive-level strategic insights**: Develop and present clear, compelling, and data-driven narratives on productivity…