Director, Strategic Initiatives

Under limited direction, the Director, Strategic Initiatives is a motivated and adaptable individual who will ensure the principal of the organization, and all team members can execute on defined business objectives and priorities. Responsible for identifying, developing, and implementing key initiatives that support the organizations objectives and drive business performance and growth. Manages the implementation of projects, conducts research, analyzes information, and develops recommendations to inform leadership decisions for a wide range of opportunities. Collaborates with Sales Team and Media Team on marketing strategies and advisor experience relations. Responsible for dissemination of complex information utilizing exceptional written and verbal communications. Act as a strategic thought partner to ensure team members understand the business model, mission, vision and how their individual contributions contribute to the overall performance and success of the organization. Partners with key stakeholders both internally and externally on strategic projects and to ensure reports and presentations are completed timely, including maintenance of KPI dashboards and reports.

• Maximize effectiveness of the leadership team by driving focus to high priority and time sensitive matters, ensuring timely preparation for all key meetings/events, and facilitating decisions.
• Ensure consistent and timely preparation for external speaking events (panels, conferences), presentations and meetings – this includes talk points and preparing context/expectations for meeting.
• Lead or initiate key projects as needed and directed by leadership team – tactical project management skills can be leveraged to remove roadblocks, accelerate a process, or vet confidential projects.
• Run staff meetings, operating reviews, and leadership team offsites & workshops to ensure timely materials preparation, resolution of issues or key decisions, and visibility into high priority programs. Manage annual calendar and preparation for key leadership meetings. Ensure clearly communicated outcomes and timely follow up on resulting action items.
• Provide updates to Leadership on initiatives and manage key performance indicators / reports as needed, including business dashboards.
• Work cross functionally with legal, HR, finance, accounting, and technology on strategies and key programs to ensure timely updates to Leadership team.
• Partners with Sales team and Media team on marketing strategies and Advisor experience and relations.
• Works with team to manage and support Advisor visits and events.
• Provide tactical project management as needed.
• Oversee high priority strategic business initiatives from ideation to implementation as needed.
• Recommend new tools, processes or programs to maximize effectiveness and success of Leadership team.
• Delegate tasks as appropriately to team and provide guidance and coaching.
• Other duties as assigned.

• Ability to work in a fast paced, high-pressure environment.
• Ability to maintain objective viewpoint when facilitating decisions.
• Mastery of Microsoft Suite (Excel, PowerPoint, Office).
• Experience managing highly sensitive and confidential information.
• Experience leading large projects.
• Ability to operate without all the answers.
• Strong analytical and problem-solving skills.
• Superior communication skills, including written, one-to-one, and group communication.
• Ability to work effectively with a variety of internal teams toward a single goal.
• Knowledge of and experience in insurance and/or financial services industry a plus.
• Knowledge of CRM systems and experience with CRM/IT Integration systems.
• Ability to solve complex problems with independent judgment.

• 8 years in a strategic business, IT/operations, marketing/sales, or finance-related role.
• Bachelor’s Degree in business, finance or marketing preferred. An advanced degree (Master’s or above) preferred.
• Expectation to be in the office a minimum of three days per week.