About the role

  • Working with the leadership team to establish business direction and develop strategies
  • Develop and manage domain-wide mechanisms that build strategic alignment and multi year planning
  • Develop/manage forward-looking comprehensive plan - anticipate needs/priorities, seek/incorporate input from leaders, identify/resolve issues, manage interdependencies, maintain/prioritize backlog, provide transparency – and manage/supervise follow-up items from key executive meetings
  • Design, coordinate and support executive management routines/meetings (quarterly planning, MYP planning, operating reviews, strategic alignment meetings, all associate meetings)
  • Support the oversight and program management of ad hoc initiatives where necessary (e.g., investment portfolio management/transparency, cross-BU initiatives, executive scorecards/important metrics & KPIs)
  • Continuously scan marketplace and competitive landscape to identify and launch the next generation of business initiatives to meet client needs
  • Lead select strategic initiatives as needed

Requirements

  • Bachelor’s degree required
  • 12+ years of general management and strategy experience in financial services
  • Demonstrated competencies to negotiate and influence at all levels within an organization
  • Strong both written and verbal communications and ability to translate business context, challenges and strategy into executive level presentation
  • Successful track record partnering across multiple business units to create alignment and drive execution prioritization
  • Innovative, forward-thinker who quickly understands the context, comfortable challenging the status quo
  • Strong interpersonal and organization skills including the ability to lead by influence and build relationships at all organization levels
  • Strong executive presence, with significant executive briefing skills

Benefits

  • comprehensive health care coverage and emotional well-being support
  • market-leading retirement
  • generous paid time off and parental leave
  • charitable giving employee match program
  • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Job title

VP of Participant Engagement Strategy

Job type

Experience level

Lead

Salary

$130,000 - $264,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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