Demo

VP, Operations Strategy & Planning

Sammons Financial Group Companies
Chicago, IL Full Time
POSTED ON 3/9/2025
AVAILABLE BEFORE 6/9/2025

What You Can Expect In This Role

Provide leadership and direction for key strategic initiatives and partner with senior leadership to manage company priorities across Sammons Financial Group Companies. Provide highly cross-functional leadership to drive the strategic decision-making that defines the operational strategy. Lead and facilitate high-priority projects and initiatives focusing on strategic outcomes and calculated risk-taking and ensure alignment with organizational goals. Oversee and optimize operational functions to ensure smooth and efficient business processes.

What You'll Do In This Role

  • Collaborate with cross-functional senior executive leaders to align on initiatives and foster cohesive execution. Act as a liaison across teams to ensure alignment and coordination across key stakeholders and teams.
  • Drive organizational initiatives and strategic projects to successful outcomes, ensuring alignment with business objectives. Guide and consult with teams during the strategic planning process.
  • Identify and address potential risks and challenges with innovative solutions.
  • Facilitate and support cross-departmental communication, ensuring swift yet strategic decision-making and clear priority alignment.
  • Prepare detailed briefing materials, reports, and presentations for executive meetings, key customers, and decision-making processes.
  • Provide recommendations for strategic agenda items for key meetings via the creation of business cases, evaluation of alternatives, and actions required to implement.
  • Serve as a decisive liaison between the executive team and other departments, facilitating effective communication and coordination.
  • Own, enhance, and operate the Shared Services analytics and metrics program. Coordinate cross-functional teams such as Product, Finance, Marketing, IT, and Legal across the company to successfully deliver defined service objectives.
  • Engage with key customers and partners to gather feedback and insights that drive continuous improvement in Shared Services.
  • Monitor performance metrics and provide actionable recommendations for operational improvements.
  • Utilize a foundational understanding of financial principles to support budget management and financial reporting accurately and thoroughly.
  • Collaborate with finance teams to track financial performance and assist in developing financial strategies.
  • Monitor and report on the organization's financial health.
  • Foster a culture of excellence, innovation, and accountability within the team and across the organization.
  • Drive and reinforce commitment to internal controls processes such as those under Model Audit Rule and Record Information Management.
  • Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
  • As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
  • Participate in other initiatives and / or projects as necessary.

What We're Looking For

  • Bachelor's Degree in Business Administration, Business Management, Insurance or related field Preferred
  • Minimum 10 years' experience in strategic program management Preferred
  • Ability to think strategically and to excel in a fast-paced environment
  • Adept at managing multiple priorities while driving process improvements and aligning with company objectives
  • Advanced analytical and problem-solving abilities
  • Exceptional communication and interpersonal skills
  • Excellent interpersonal, analytical and collaboration skills
  • Demonstrated effective negotiation, persuasion and influence leadership skills
  • Polished and poised with executive presence, high level of integrity, professionalism and discretion
  • Ability to independently multi-task in a complex, fast-paced ever-changing environment.
  • Other Requirements

  • Due to the financial nature and level of accountability of this position, a credit and criminal background check is required.
  • What you can expect when you join Sammons Financial Group

  • Sammons Financial Group offers a competitive benefit package that includes : Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
  • Our Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck.
  • Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.
  • Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and / or overall company performance.
  • Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.
  • Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire.

    Work Authorization / Sponsorship

    At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)

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