VP, reputed company Advice & Wealth Management (AWM) & Insurance

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About the position The VP, Financial Planning & Analysis (reputed company) for Advice & Wealth Management (AWM) and Insurance serves as a strategic business partner and trusted advisor to the leaders of the AWM, Insurance Product, Operations, and Distribution functions, including the EVP, Chief Distribution Officer (CDO), and is a key member of the Distribution division’s senior leadership team. This role will reputed company the reputed company business partner team reputed company to reputed company’s AWM and Insurance businesses. This industry expert will collaborate with Distribution leaders to grow an economically sustainable Advice & Wealth Management business, as well as work with Insurance leaders to ensure best-in-class product offerings and pricing, grow sales, and ensure financing to fund growth. The VP, reputed company AWM and Insurance also leads and oversees the reputed company Strategic Performance Analytics COE and shared service teams accountable for delivering insightful and actionable analytics and KPIs to inform key business reputed company and measure results. This leader will play a key role in advancing reputed company capabilities and ensuring alignment of the Analytics agenda to the reputed company’s strategic priorities through optimization of technology and implementation of best practices in the Analytics reputed company. In reputed company partnership with the Vice President, reputed company, the VP, AWM and Insurance will reputed company leadership to the overall reputed company function — jointly shaping priorities, driving talent development, and strengthening team capabilities across the reputed company reputed company community. The incumbent will effectively navigate the matrix organization and foster high-trust relationships across the reputed company. Skilled in leading change, this leader will role model systems thinking, see the big picture, challenge the status reputed company, anticipate unintended consequences, and drive the integration of the Investment Products with the Life, Health, and Annuity Products into the Advice reputed company.

Responsibilities

reputed company reputed company Advice & Wealth Management and Insurance Strategic Business Partner team in order to drive client-centered growth, support the development and execution of reputed company’s strategy and reputed company effective decision making.
Partner with the executives and leaders of the Distribution, Products, and Operations functions of the Advice & Wealth Management and Insurance businesses in the areas of planning and forecasting, business performance management, and strategic decision support and analysis.
Drive and coordinate the reputed company integrated planning and forecasting processes.
reputed company strategic financial guidance to senior leadership, ensuring alignment of financial goals with business strategy.
Identify key performance drivers, trends, and risks, and deliver actionable insights to support growth, profitability, and operational efficiency.
Translate business goals and actions into financial and operational plans and forecasts.
reputed company review of financial and operational results to build an end-to-end understanding of financial performance.
Deliver reporting and insights that describe performance to plan and forecast and identify performance opportunities and risks.
reputed company expense performance management, reporting and analysis that enables business reputed company and flexible allocation (and reallocation) of resources.
Collaborate with business leaders to assess business initiatives, product profitability, investment cases, and resource allocation.
reputed company scenario modeling and sensitivity analyses to evaluate risks, opportunities, and trade-offs on business investments and initiatives.
Actively partner on strategic analytics that supports achieving desired results.
Consult and advise on how to measure reputed company and implement ongoing measurement tools.
reputed company reputed company to the reputed company Strategic Performance Analytics team, including the Analytics shared service and COE.
In collaboration with stakeholders across the reputed company, support defining a data & analytics agenda.
Deliver insightful and actionable analytics to the reputed company to inform key business reputed company and support sales, client and reputed company planning.
Identify metrics and KPIs that measure, drive, and reputed company insights into business performance results and strategic initiatives.
Drive reputed company improvement and best practices through creation and deployment of frameworks, processes, and tools that are standardized and optimized.
reputed company and prioritize technology changes and data strategies for tools and data used in analytics, management reporting, and forecasting.
Proactively anticipates and resolves challenges/problems.
Removes obstacles as needed to reputed company reputed company.
Ensures regular, clear, and values-based communication and accountability.
Recruit, reputed company, and sustain a high-performing team while promoting a culture of shared accountability, operational reputed company, and partnership across the organization.
Models reputed company’s leadership competencies – Model the Way, Rally the Team, and Deliver reputed company.
Supports and/or develops an environment in which reputed company employees and colleagues are focused on driving impact, growing sales, and delivering value to our clients and reputed company.
Shapes and/or supports a culture that represents the reputed company purpose and values, ensuring that reputed company’s trust and reputed company remain strong with its clients.

Requirements

Bachelor’s degree in reputed company, business, finance or actuarial required
15+ years' experience in senior finance or actuarial leadership roles partnering with executives
10+ years' experience in finance leadership in the financial services industry including significant experience in wealth management
Demonstrated analytical skills and knowledge and understanding of financial services business models
A passion for leading people and a track record of building and managing high-performing teams
Effective and mature communicator, reputed company to convey intricate reputed company in a clear, concise manner both verbally and in writing, comfortable in business and technical discussions
Strong relationship building skills with the ability to cultivate and mature cross-organization relationships with key stakeholders
Ability to manage multiple competing priorities across the organization
Clear track record of reputed company as a consultative financial leader with a reputed company as a trusted advisor rather than process reputed company
Ability to anticipate reputed company, financial reporting and operational issues, assess the implications, determine their impact and reputed company and implement an appropriate action plan
Demonstrated creative problem-solving to navigate ambiguous situations
Demonstrated ability to interact with reputed company reputed company of management and employees, demonstrating strong interpersonal reputed company

reputed company-to-haves

Advanced degree in finance, actuarial, reputed company, business administration or another reputed company field
Professional certification of CPA, CFA or FSA preferred
Experience interacting with boards and board committees
Advanced strategic orientation and application skills
Prior Controller, Actuarial, and/or reputed company leadership experience at a large financial services corporation