Vice President, Strategic Initiatives

Vice President, Strategic Initiatives

About the Company
Market-leading provider of financial & asset management services
Industry
Financial Services
Type
Privately Held, Private Equity-backed
Founded
1875
Employees
10,001+
Categories
Finance
Insurance
Financial Services
Asset Management
Real Estate
B2B
Consulting & Professional Services
Enterprise
Financial Planning
Financial Exchanges
Retirement
Health Care
Savings & Investing
Funds

Specialties
Financial Services
Investment Management
Life Insurance
Retirement Benefits
Group Benefits
Annuities
Mutual Funds
Technology
Financial Wellness
Inclusive Culture
and Purpose Driven Organization

Business Classifications
B2B
Enterprise

About the Role
The Company is seeking a Vice President for Strategic Initiatives to join their dynamic team. This role is pivotal in supporting the development, prioritization, and implementation of strategies and initiatives aimed at driving profitable growth within the Group Insurance and/or Individual Life Insurance businesses. The successful candidate will be responsible for creating and refining the overall strategy and strategic priorities, leading the strategic initiative development process, and partnering with senior leadership teams to ensure the strategic initiative backlog is well understood and supported. The role requires a strategic thinker with a minimum of 7-10 years of experience in business strategy, finance, or other leadership roles, including a background in financial services. The ideal candidate will have a Bachelor's degree (Master's preferred) and a proven ability to build positive working relationships and lead projects with heavy cross-business collaboration.Key responsibilities for the Vice President, Strategic Initiatives include driving the development of strategy documents, bringing a project-based strategic capability to identify and analyze opportunities, and building collaborative and trusted relationships across the strategy, business development, and finance teams. The role demands an individual with strong analytical, strategic thinking, and problem-solving skills, who is not afraid to challenge the status quo and is committed to a culture of collaboration, transparency, and trust. Industry knowledge in retirement strategies, group insurance, individual life insurance, and retail advice/wealth management is essential. The candidate should also have the ability to influence and motivate change, with experience in new business model identification and M&A partnership being a significant advantage.
Hiring Manager Title
Head of Strategy
Travel Percent
Less than 10%
Functions
Strategy

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