Lead strategic innovation projects. Define the question, structure the analysis, conduct the research, drive to a recommendation, and follow through on execution, driving transformation across the organization.
Build and own financial and operational models that underpin strategic decisions. Develop long-range plans, business-case ROIs, pricing scenarios, headcount plans, and unit economics for new products.
Support M&A activity end to end. Conduct sourcing diligence, build valuation models, draft investment memos, and drive integration programs.
Be the analytical thought partner to the CSVO, CEO, and CFO. Translate ambiguous business questions into structured frames and crisp answers, conduct rigorous analyses, and transform complex data into executive-ready narratives (decks, memos, dashboards) that move stakeholders to a decision.
Stand up and maintain lightweight operating cadences. Facilitate planning sessions, OKR development, KPI reviews, etc.

5 to 7 years of experience, including at least 2 years at a top-tier management consulting firm (MBB+ strongly preferred), with the balance in corporate strategy, strategic finance, private equity, or investment banking.
Demonstrated ability to lead a strategic or transformation project from question to recommendation to delivery, with limited oversight.
Excellent quantitative skills; fluent in financial modeling in Excel, comfortable with three-statement models, unit economics, sensitivity analysis, and valuation approaches.
Strong program management chops, with a track record of successfully running cross-functional initiatives with real stakeholders, real timelines, and real consequences for slippage.
Strong written and verbal communication; can produce a tight memo or a board-ready deck and defend it under questioning.
Bias for action and intellectual horsepower.
Comfortable with ambiguity, breaks open new problems quickly, owns outcomes (not just slides).
Bachelor's degree from a top-tier school; MBA strongly preferred but not required.
Domain experience in insurance, financial services, fintech, or insurtech ideal but not required.
Willing and able to travel between NYC and Fort Washington offices 1-2 times per month.

Competitive base salary, target bonus, and a long-term cash incentive program designed to approximate equity outcomes at top-tier companies.
Health insurance
401(k)
Paid holidays
Generous PTO.

Manager – Strategy Innovation

Key skills