Director, Chief of Staff – Individual Markets
New
J
JobgetherIndividual insurance
Workplace type: Remote; based in the United States.Full-TimeDirector
SalaryAnnual base salary: $225,000–$300,000 USD for positions based in New York, Pennsylvania, or Iowa. Eligibility for a discretionary bonus, depending on individual and team performance.
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Job Details
- Experience
- 10+ years of professional experience
- Required Skills
- Cross-functional Team LeadershipStrategyMicrosoft ExcelPowerPoint
Requirements
- 10+ years of experience in strategy, management consulting, business operations, program management, or a Chief of Staff role.
- Meaningful exposure to insurance, asset management, or financial services.
- Bachelor's degree required; an MBA or other advanced degree is preferred.
- Demonstrated success leading complex cross-functional initiatives from strategic planning through execution in a matrixed organization.
- Ability to prepare and deliver presentations and written materials for C-suite leaders, boards, and other senior audiences.
- Strong analytical, quantitative, and structured problem-solving capabilities.
- Business acumen covering financial performance, business economics, KPIs, market dynamics, and strategic growth opportunities.
- Familiarity with annuity, life insurance, retirement products, and individual insurance distribution channels is strongly preferred.
- Experience identifying and implementing AI-enabled process improvements, with attention to governance, compliance, and risk.
- Proficiency with executive-level PowerPoint and Excel, and modern collaboration and business productivity tools.
- Program management capabilities including prioritization, milestone tracking, risk identification, and accountability for outcomes.
Responsibilities
- Translate leadership priorities into structured plans, milestones, and measurable outcomes.
- Own leadership meetings, business reviews, staff meetings, offsites, and town halls, and track decisions and commitments.
- Coordinate cross-functional teams, track progress and dependencies, resolve obstacles, and escalate risks.
- Prepare executive communications and presentation materials for board updates, investor-related updates, business reviews, and leadership presentations.
- Synthesize financial, operational, and strategic information into decision-ready narratives.
- Partner with Finance and Strategy on annual planning, budgeting, and long-range planning.
- Establish and maintain KPIs, dashboards, reporting frameworks, and execution reviews.
- Lead or co-lead strategic initiatives from scoping through implementation, including capability launches, operating model changes, integrations, and transformation workstreams.
- Represent senior leadership in internal forums and working groups.
- Identify opportunities for AI-enabled process improvements while balancing governance, controls, and risk management.
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