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AVP, Retail Strategy
DayforceAssistant Vice President, Retail Strategy driving enterprise retail initiatives for a fast-growing insurance company. Collaborating across teams to align executive leadership and deliver strategic priorities.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in strategic planning and execution within the life insurance and financial services sectors, with a strong focus on cross-functional collaboration, project management, and stakeholder communication.
Highest-signal resume keywords
Strategic PlanningProject ManagementCross-Functional LeadershipBusiness IntelligenceMarket Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
AnalyticsDistribution StrategyExecution TrackingRisk ManagementPerformance AnalysisGovernance ReportingMarket ResearchMetrics TrackingOperational ComplianceDocumentation Management
Soft Skills
Problem-SolvingCritical ThinkingCommunicationInfluencing Without AuthorityOrganizational Skills
Industry Keywords
Life InsuranceAnnuitiesFinancial ServicesRetail StrategyStakeholder ManagementExecutive-Level SupportCollaborationGovernanceOperational ConsiderationsDistribution Expansion
About the role
Key responsibilities & impact- Support the development and execution of the enterprise retail strategy, ensuring alignment with overall business objectives and growth priorities;
- Using 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
- Serve as a central point of coordination across Retail leadership, including SVP IMO Sales, SVP Bank & Broker Dealer Channel Sales, Marketing, Intelligence & Enablement, and Strategic Accounts
- Drive consistency in how initiatives are tracked, communicated, and executed across teams
- Establish and maintain operating rhythms, including leadership meetings, reporting cadences, and follow-ups
- Ensure clear communication of priorities, timelines, and expectations across all stakeholders
- Maintain visibility into all major Retail initiatives, ensuring alignment and minimizing duplication of efforts
- Lead and 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 collaborative partnerships between Retail, Product, Operations, and IT to support execution of strategic initiatives and Act as a liaison to ensure seamless coordination
- Facilitate collaboration across teams to ensure alignment on goals, messaging, and execution plans
- 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
- Develop 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
Requirements
What you’ll need- 8+ years of solid experience in enablement, analytics, business intelligence, distribution and strategy within life insurance, annuities, or financial services
- Strong experience supporting executive-level leadership and managing cross-functional initiatives
- 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
- Excellent problem-solving and critical thinking abilities
- 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
Benefits
Comp & perks- comprehensive medical, dental, and vision coverage
- HSA and 401(k) company match
- paid time off
- employer-paid life and disability insurance