MUFG Union Bank Specialty Services Manager (In-House Consulting Team), Vice President in Los Angeles, California

The Specialty Services Team is a new organization within the Bank which provides consultation advice and implementation support for various enterprise program efforts around the Bank. Such “change the bank” programs may be driven by regulatory imperatives or M&A activities, and the Specialty Services team augments the capabilities typically sought from Big 4 consulting firms. The engagement model follows that of an internal consulting team, with rotating engagements and medium to long term project assignments. Team members gain exposure to a variety of teams within the organization, and will work alongside different management teams in delivery of project outcomes. The team delivers a cross-functional change management role that requires interaction with management and key stakeholders across Finance, Treasury, and Risk. The Specialty Services – VP works individually and as a team lead on engagements throughout the enterprise.

Major Responsibilities:

  • Apply a structured methodology to assigned project engagements, which may include Finance, Risk, or enterprise-wide program initiatives

  • Develop and execute project plans, status reports, and management and committee updates

  • Reviews applicable regulatory and/or legal pronouncements and determines an implementation program and approach. Performs gap analysis on existing policies, process and technology capabilities and makes recommendations for improvements.

  • Review engagement deliverables of assigned analyst and staff resources to ensure accuracy and quality

  • Designs new policies and processes to ensure compliance with applicable regulatory requirements.

  • Develops Project Initiation Requests, Project Execution Requests, Business Requirements Documents, Resource Plans and other Enterprise Project Life Cycle documents as required.

  • Ensures high level of customer’s satisfaction: acts as the primary customer contact on capture, status and performance, anticipates and fulfills customer needs to ensure continued business growth, leads Program’s steering committee

  • Conducts the analysis of business problems including making recommendations to management to help identify methods, procedures, and technologies that enhance recommended solutions and project execution.

  • Provides feedback on, and generates recommendations for, process improvement, lessons learned, program enhancements, and strategic alignment with business plans or other programs.

  • Provide thought leadership and analytical rigor to identify operational and integration issues pre- and post- acquisition, developing solutions, and driving decision making and escalation across multiple stakeholders

  • Manage the reporting and resolution of issues, risks and dependencies, proactively identifying potential planning gaps, suggesting mitigations to risks, actions to close issues or complete open items

  • Further the strategy and goals of the Specialty Services Team


  • A BA/BS degree from a 4-year college. Masters or advanced degree a plus

  • Requires 5-10 years of experience in financial services, either within a commercial banking enterprise or Big 4 management consulting organization

  • Big 4 or top tier management consulting experience strongly preferred

  • Experience leading and managing projects from start to finish, including specific experience in tight timeline, and/or crisis environment

  • Demonstrated knowledge of banking regulations and generally accepted accounting principles

Additional Qualifications:

  • Must possess strong leadership skills and be very proactive in approach

  • Excellent PowerPoint and written communications skill

  • Prior experience with any of the following applications a plus, but not required – Hyperion, PeopleSoft, OFSAA, Moody’s Risk Analys

  • Prior experience with any of the following regulatory initiatives a plus – Comprehensive Capital Analysis and Review (CCAR), Dodd Frank Act Stress Testing (DFAST), Resolution and Recovery Planning, Basel III Capital, Enhanced Prudential Standard

  • Ability to work independently or as part of a tea

  • Ability to manage multiple projects concurrently and successfully

  • Ability to quickly establish rapport, credibility, trust, and respect throughout the organization at all levels, and be viewed as a team player.

  • Ability to lead through influence and garner support from and for cross-functional teams.

  • Excellent verbal and written skills, including the ability to communicate complex issues and ideas and communicate effectively within all levels of the organization within and outside of Finance

  • Ability to organize and conduct effective meetings appropriate for the topic, and facilitate resolution of differing views

*We are proud to be an Equal Opportunity/Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.

Job: *Finance

Title: Specialty Services Manager (In-House Consulting Team), Vice President

Location: CALIFORNIA-Los Angeles

Requisition ID: 10010697-WD