AVP, Retail Strategy

About the role

We're looking for an Assistant Vice President, Retail Strategy responsible for supporting the development, coordination, and execution of enterprise retail initiatives across our life insurance and annuities business. The AVP, Strategic Accounts serves as a key strategic partner to the President of Retail and plays a central role in cultivating business development opportunities for the retail business.

Responsibilities

• Support the development and execution of the enterprise retail strategy, ensuring alignment with overall business objectives and growth priorities;

• Use market analysis to identify and prioritize key market growth opportunities;

• Translate strategic priorities into actionable plans, milestones, and deliverables across Retail leadership, overall operating committee and the Office of the CEO;

• Monitor and track key initiatives to ensure progress, accountability, and timely execution;

• Identify risks, dependencies, and execution gaps, escalating appropriately and recommending solutions;

• Support the President of Retail in preparing for executive-level discussions, strategy sessions, and business reviews;

• Lead and develop key market research to influence and support key strategic decisions;

• Coordinate and align multiple stakeholders effectively;

• Manage cross-functional strategic retail and key enterprise initiatives from planning through execution;

• Develop and maintain project plans, timelines, and accountability frameworks across multiple workstreams;

• Ensure stakeholders remain aligned and informed throughout the lifecycle of key initiatives;

• Drive disciplined execution by holding teams accountable to deliverables and deadlines;

• Support the prioritization of initiatives based on business impact, resource capacity, and strategic importance;

• Develop and facilitate collaborative partnerships between Retail, Product, Operations, and IT to support execution of strategic initiatives;

• Support go-to-market initiatives, distribution expansion strategies, and enterprise-wide projects;

• Develop key external relationships with external partners to develop insights, identify potential markets for future growth, and track relevant trends;

• Support the tracking and reporting of key Retail metrics, including growth initiatives, strategic priorities, and execution progress;

• Create executive-level summaries and reporting materials for leadership and board-level discussions;

• Analyze business performance to identify opportunities for improvement and optimization;

• Ensure consistent and accurate communication of results, progress, and challenges;

• Maintain awareness of regulatory, compliance, and operational considerations within a life insurance and annuities environment;

• Partner with Compliance, Legal, and Operations to ensure all enablement materials and communications align with internal policies and regulatory requirements;

• Establish and support governance reporting processes related to Retail initiatives and strategic execution;

• Ensure disciplined documentation and tracking of decisions, timelines, and deliverables.

Qualifications

• 8+ years of solid experience in enablement, analytics, business intelligence, distribution and strategy within life insurance, annuities, or financial services;

• Proven ability to drive execution across complex, multi-stakeholder environments;

• Experience in sales, distribution, or retail financial service environments preferred;

• Exceptional organizational and project management skills with strong attention to detail;

• Strong written, verbal, and presentation communication skills;

• Ability to influence without direct authority and navigate ambiguity effectively;

• Ability to manage multiple priorities in a fast-paced, dynamic environment;

• Ability to create executive-level presentations and materials;

• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint);

• Strong analytical and reporting skills with the ability to synthesize data into clear insights;

• Experience with project management and collaboration tools (e.g., Smartsheet, Asana, Monday.com, or similar);

• Familiarity with CRM and sales reporting tools a plus.

What We Offer

• A competitive variable compensation package with a base range of $160,000 - $190,000 annually;
• A competitive benefits package including comprehensive medical, dental, and vision coverage; an HSA and 401(k) company match; paid time off; and employer-paid life and disability insurance;
• Austin, TX hybrid or remote with willingness to travel;
• A collaborative, inclusive environment that values authenticity, accountability, and partnership;
• The opportunity to join the company at an exciting stage of growth, where colleagues are empowered to build what’s next;
• We make hiring decisions based on merit and do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, disability, or any other protected status.