Lead the development and effective communication of WIIM business plan including strategic focus areas, challenges, interdependencies, and integration opportunities across CEG.
Support the multi-year planning process including developing materials for key management updates and program-managing the overall process for WIIM.
Lead and support planned / ad hoc management routines and initiatives for WIIM (e.g., leadership planning meetings, QBRs, executive meetings).
Lead and support strategic initiatives and projects for FWC leadership and integration opportunities with broader CEG.
Evaluate longer term strategy and operating model enhancements through leveraging data and analysis for WIIM & FWC.
Lead AI use case development & prioritization for CEG including leading governance, idea screen and business case development in partnership with CETS team.
Develop and maintain strong connections with key business partners (e.g., WI strategy & planning, WI Finance, Product Areas) to influence roadmaps and prioritization of initiatives to meet goals.
Provide expert guidance to team and create a safe environment for collaboration and the exploration of creative ideas that challenge the status quo.

Bachelor’s degree required; MBA degree or equivalent degree or experience is preferred.
5+ years of relevant experience, preferably in business management / consulting / strategy / planning.
Experience working in the Workplace Investing business desired.
Demonstrated interest or experience in the financial services industry, with the strong knowledge of the retirement and/or healthcare benefits industry, customers, and products and services.
Outstanding analytical, communication, conceptual thinking, project management and problem-solving capabilities.
Capable of influencing and providing strategic guidance to senior management, through both personal interactions as well as the creation and delivery of research-based conclusions.
Strong working knowledge of advanced analytics, comfortable with data and quantitative analysis, and have an interest in AI.
Outstanding organizational skills and a proactive, creative, and collaborative approach to solving strategic business issues.
Adept at leading multiple projects / initiatives at once.
Comfortable in an unstructured, ambiguous environment and comfortably handle risk and uncertainty.

Director – Planning & Strategic Initiatives

Key skills