AVP, Technology Strategy and Operations

Chevron Federal Credit Union is one of the top-run credit unions in the country – and one of the largest, with $5 billion in assets. Yet our corporate culture is not stuffy: the Team Spirit Committee runs fun activities and charitable events throughout the year, and work-life balance, mutual respect, diversity, and providing a voice for every employee are all important to us. As you might imagine, we provide competitive pay and great benefits, including:

• Bonus/incentives for all regular employees

• 401(k) with 8% company contribution

• Medical, dental, and vision insurance for employees and dependents paid at 80%

• PTO and paid sabbaticals

• Tuition reimbursement

GENERAL SUMMARY

The AVP, Technology Strategy & Operations, serves as the operational leader for the Technology and Delivery organization and acts as a trusted operator, strategist, integrator, and execution partner to the Chief Information Officer. This role manages the business operations of Technology & Delivery by translating strategic priorities into coordinated execution, driving decision follow-through, strengthening leadership cadence, operating governance processes, and providing executive-ready synthesis so that reporting and decision materials are timely, accurate, and actionable.

The role increases CIO capacity by reducing operational friction, improving follow-through on decisions and commitments, and creating the management systems needed to support a growing and increasingly complex technology organization. The position combines business operations, governance leadership, executive communications, strategic planning support, KPI reporting, portfolio coordination, and organizational effectiveness.

This is not an executive assistant role. It is a senior business operations and execution role intended to improve leadership effectiveness, strengthen accountability, and help Technology & Delivery operate with clearer priorities, stronger governance, and better executive visibility.

Position Duties & FunctionsExecutive Office Operations & Leadership Cadence:

• Manages and continuously improves the operating rhythm of the CIO Office, including leadership meetings, strategic reviews, planning sessions, quarterly checkpoints, and governance forums

• Supports effective use of the CIO's time by coordinating scheduling, preparation, and follow-up across meetings, planning sessions, and organizational commitments, while keeping the CIO accessible and responsive to staff and stakeholders.

• Prepares agendas, executive briefing materials, speaking points, pre-reads, and decision-support documents

• Maintains action logs, decision registers, commitment trackers, and follow-up mechanisms that improve accountability and reduce operational drift

• Coordinates with CIO direct reports and key stakeholders to ensure decisions and commitments move to closure

• Plans and supports cross department leadership meetings, monthly and quarterly business reviews, annual planning sessions, and other executive operating forums

• Ensures Technology departmental compliance with CU and industry mandates, policies and procedures, regulations, etc.

KPI Reporting, Metrics & Executive Dashboards:

• Owns the preparation, coordination, and quality control of Technology & Delivery KPI reporting

• Consolidates monthly departmental KPI submissions into executive-ready presentations and dashboards

• Analyzes performance data, identifies trends, summarizes risks, and surfaces operational or strategic implications for leadership review

• Develops and maintains scorecards and reporting frameworks that improve visibility into delivery, service quality, risk, capacity, and execution progress

• Ensures reporting is consistent, accurate, polished, and aligned to the intended executive audience

• Prepares materials for Senior Management Team reviews, Strategic Council discussions, Board updates, Supervisory Committee presentations, and other executive forums

Portfolio Alignment & Strategic Execution:

• Translates CIO & CU priorities into clear execution themes and direction, ensures initiatives, projects, and operational priorities ladder to CIO-level outcomes and enterprise objectives

• Surfaces misalignment, dependencies, and resourcing conflicts early and coordinates course-correction across teams

• Ensures strategic priorities remain aligned with delivery execution and that commitments translate into measurable outcomes

Governance, Portfolio Oversight & Decision Support:

• Operates the Technology Governance framework and associated governance forums, including agendas, pre-reads, materials, decision documentation, minutes, and action tracking

• Coordinates Executive Steering Committees and strategic review meetings for technology-related initiatives and cross-functional priorities

• Partners with PMO leadership to improve portfolio visibility, reporting quality, prioritization, escalation discipline, and governance maturity

• Identifies cross-functional dependencies, execution risks, resource conflicts, and unresolved decisions that require leadership attention

• Frames issues with clear context, options, tradeoffs, and recommended next steps to enable timely executive decision-making

• Monitors follow-through on governance decisions and leadership commitments to ensure decisions translate into execution

Strategic Planning & Business Operations:

• Supports annual operating plan development, quarterly planning, strategic reviews, and leadership goal-setting activities for Technology & Delivery

• Tracks progress against department objectives, strategic initiatives, operating commitments, and executive priorities

• Translates CIO priorities into actionable themes, milestones, owners, and success measures

• Conducts research, analysis, benchmarking, and synthesis to support executive recommendations and organizational decisions

• Identifies opportunities to improve planning discipline, management processes, communication effectiveness, and execution accountability

• Maintains visibility into major organizational initiatives and helps ensure they remain aligned to Technology & Delivery objectives

Executive Communications & Decision Support:

• Drafts executive communications, leadership updates, presentations, talking points, briefing notes, and organizational summaries

• Develops concise executive-ready narratives from complex operational, technical, and project information

• Synthesizes updates into concise briefs that flag risks, dependencies, and decision points, and prepares the CIO for CEO, Board, and peer interactions

• Represents CIO intent in selected forums when delegated, ensuring priorities and expectations are communicated accurately

• Coordinates communication across Technology & Delivery leadership teams to ensure priorities, decisions, and expectations are consistently understood

• Ensures messaging is strategically sequenced, clear, professional, aligned to audience expectations, and consistent with organizational priorities

Leadership Team Effectiveness & Accountability:

• Drives accountability for leadership commitments, action items, operational reviews, and assigned follow-up activities

• Filters, triages, and resolves cross-functional issues before they require CIO attention, managing escalations with clear framing and options and driving closure on lingering inter-team actions and dependency gridlock

• Strengthens the leadership team's operating rhythm by tracking commitments, coordinating follow-through, and surfacing bottlenecks or competing priorities for the CIO's attention — operating through influence and coordination rather than direct authority over CIO direct reports.

• Facilitates organizational inspections and reviews that improve execution quality, decision discipline, and management follow-through

• Identifies bottlenecks, coordination gaps, and recurring friction points that affect Technology & Delivery effectiveness

• Promotes consistent management disciplines, reporting standards, governance expectations, and leadership communication practices

• Supports CIO direct reports by improving clarity around priorities, timelines, decision points, and expected outcomes

Strategic Initiatives & Special Projects:

• Leads or coordinates internal technology initiatives assigned by the CIO, especially efforts requiring cross-functional alignment, executive synthesis, or operating model discipline

• Supports initiatives such as but not limited to AI governance, data management, knowledge management, digital banking, PMO maturity, technology governance, and organizational effectiveness as assigned

• Serves as the CIO delegate for selected workstreams or forums when appropriate

• Partners with business and technology stakeholders to advance enterprise priorities, translates vision to clear & executable direction, resolve ambiguity, and maintain execution momentum

• Other duties as assigned

POSITION REQUIREMENTSEXPERIENCE and EDUCATION

• 8 to 12 years of related experience in technology operations, business operations, strategy, PMO leadership, management consulting, governance, transformation, portfolio management, or executive office operations required

• Bachelor’s degree in business administration, technology management, information systems, organizational leadership, finance, or related field preferred

• MBA or other relevant graduate degree preferred

• Experience supporting senior executives, executive leadership teams, governance forums, people and technology change management, and enterprise-level decision-making strongly preferred

• Experience preparing executive presentations, KPI decks, board-level materials, dashboards, scorecards, or strategic planning materials strongly preferred

• Experience in financial services, credit union, banking, technology, consulting, or regulated environments preferred

• Equivalent combination of education and experience may substitute for stated qualifications

KEY ACCOUNTABILITIES

• Operate the CIO Office rhythm, including leadership meetings, governance forums, planning sessions, decision logs, and action tracking

• Own preparation and coordination of monthly Technology & Delivery KPI reporting and executive dashboards

• Run the Technology Governance operating model, including forums, agendas, pre-reads, decisions, minutes, and follow-up actions

• Support annual operating planning, quarterly reviews, portfolio visibility, and prioritization discussions

• Prepare executive-ready materials for Senior Management, Strategic Council, Board, Supervisory Committee, and other leadership audiences

• Proactively surface risks, dependencies, resource conflicts, and decision points requiring CIO or executive attention

• Improve leadership team accountability, communication, coordination, and follow-through across Technology & Delivery

KNOWLEDGE and SKILLS

• Executive synthesis: ability to distill ambiguity into clear narratives, options, and decision frameworks

• Enterprise operating capability: ability to design cadence, track commitments, and drive outcomes through influence

• Portfolio fluency: understanding of technology delivery, service operations, governance, and risk management

• Communication excellence: crisp writing, structured facilitation, and stakeholder management at senior levels

• Exceptional written and verbal communication skills, including the ability to create concise executive narratives and decision-ready materials

• Strong business acumen with the ability to connect technology operations, governance, strategic priorities, and organizational outcomes

• Advanced ability to synthesize complex, ambiguous, or incomplete information into clear options, recommendations, and next steps

• Strong facilitation, influence, stakeholder management, and cross-functional coordination skills

• Demonstrated ability to operate through influence and accountability without relying solely on formal authority

• Strong analytical, problem-solving, organizational, and prioritization skills

• Ability to manage multiple priorities, deadlines, executives, and cross-functional activities in a fast-paced environment

• High degree of discretion, judgment, professionalism, confidentiality, and executive presence

• Proficiency with Microsoft 365, Outlook, Word, Excel, PowerPoint, Teams, SharePoint, and collaboration platforms required

• Experience with Power BI, Smartsheet, Jira, ServiceNow, portfolio tools, or dashboarding platforms preferred

COMPETENCIES

• Ability to learn quickly and adapt to change; ability to quickly learn specialized applications and systems.

• Initiative and self-direction.

• Ability to effectively communicate and collaborate with people at all levels.

• Sound problem-solving and decision-making ability, including the ability to prioritize.

• Ability to understand and align with our core competencies through daily projects and tasks:

Growth Mindset

Diversity & Inclusion

Communication

Change Ready Leadership

Responsibility

Problem Solving

Tech & Data Savvy

CU Business Acumen

PHYSICAL DEMANDS

• Work involves extensive use of computers, up to eight hours per day. Appropriate vision, dexterity, and other physical abilities are required.

• May include occasional pushing, pulling, or carrying objects weighing up to 20 pounds.

• Must be able to speak and present on the telephone and/or through digital means of communication, including but not limited to Zoom/Teams/or other video technologies.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

SALARY AND BENEFITS:

Salary is based on qualifications and geographical location (Zone). Benefit information can be located on our Careers page here:

Zone 1: $141,728.00 - $194,876.00

Zone 2: $128,972.48 - $177,337.16

Zone 3: $119,051.52 - $163,695.84

Zone 4: $113,382.40 - $155,900.80

This position is eligible to participate in the Corporate Incentive Plan. Annual incentive opportunity ranges from 0–8% of incentive eligible earnings, based on a combination of institutional performance (0–2%) and individual performance (0–6%). Incentive payments are discretionary and subject to approval.

EQUAL EMPLOYMENT OPPORTUNITY STATEMENT:

Chevron Federal Credit Union (CFCU) is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status. CFCU participates in E-Verify.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact us at 800-232-8101 for assistance.

CFCU Is CPRA Compliant for California Employees and Applicants, to review the Notice at Collection, click here. To submit a request, please refer to the Careers page for the CPRA Request Form.

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