Strategy

• Lead the creation and strategic planning of Employee Benefits initiatives, fostering the development of innovative ideas through collaboration and shaping multi-year growth strategies.
• Drive the preparation and delivery of executive-level strategy materials for the Executive Leadership Team, Board of Directors, and key leadership forums.
• Partner with business unit and strategy leaders to identify, prioritize, and implement high-impact projects that advance the Employee Benefits growth goals.
• Facilitate and support Employee Benefits leadership sessions, collaborating with business unit leaders to shape agendas, prepare materials, and ensure strategic alignment.
• Oversee strategic planning processes, ensuring all initiatives are aligned with long-term business goals, market dynamics, and customer expectations.
• Monitor industry trends, competitive landscape, and customer insights to inform strategy and drive innovation.
• Develop business cases, presentations, and recommendations for senior leadership to support decision-making and resource allocation.
• Track progress against key milestones, ensuring accountability and measurable results.
• Foster a culture of innovation, collaboration, agility, and continuous improvement within the Employee Benefits Strategy team.

Director of Strategic Initiatives, Employee Benefits

Business Strategy Plan Director

VP, Consumer Bank – Strategic Initiatives

Senior Manager, Corporate Strategy & Development