Strategy

• Support Health Plan Relations initiatives by planning, coordinating, and executing cross‑functional projects
• Develop and manage detailed workplans
• Track and manage project timelines, deliverables, and resource utilization
• Serve as a central point of coordination and communication across stakeholders
• Prepare, maintain, and distribute executive‑ready status reports, dashboards, and written updates
• Document project decisions, risks, issues, change requests, and resolutions
• Ensure all project documentation meets internal standards and payer/customer requirements

Project Manager, Strategic Initiatives

• Support capital optimization efforts across entities and regulatory regimes, including economic framework and internal model initiatives.
• Support Bermuda regulatory initiatives including establishing production processes for group supervision, evaluating and implementing changes to the regulatory regime, and leading internal capital model development.
• Implement transformations within capital management across all functional areas to improve system and modeling capabilities and deliver reporting timeline efficiencies.
• Support model validation and governance efforts to ensure robust control framework, transparency and documentation of critical models within capital management function.
• Support company growth initiatives by evaluating new business including reinsurance and acquisition to ensure capital is appropriately valued with respect to pricing standards and inforce reporting.
• Support efforts for new business across all capital management functions to ensure successful transition from pricing to inforce reporting.
• Collaborate with ALM team on asset deliverables.

AVP, Capital Management, Strategic Projects

• Serve as a lead day-to-day point of contact with media client stakeholders.
• Develop go-to-market strategies and integrated, full-funnel media plans informed by rich consumer and industry insights with a laser focus on outcomes.
• Lead briefings, brainstorms, presentations and reporting calls to represent and support the team.
• Prepare executive-level deliverables on performance, strategic POVs and competitive analysis.
• Analyze data, craft insights and make recommendations internally and externally in deck form.
• Use AI-enabled tools to accelerate research, insight generation, plan development and reporting.
• Maintain executional and performance excellence through ongoing collaboration with Activation, Investment and Data & Measurement teams.
• Establish relationships with platform partners to stay current on offerings and maximize media value.
• Track and manage the client scorecard to ensure the team is set up to hit performance goals.
• Lead and manage 1–3 direct reports; regularly meet to establish priorities and offer guidance and feedback.

Associate Director, Media Strategy

• Lead, coach, and develop a team of product managers across multiple products or product lines
• Foster a culture of customer-centricity, innovation, accountability, and continuous improvement
• Establish clear goals, roles, and career development paths
• Drive excellence in product discovery, delivery, and outcomes-based decision making
• Define and communicate a clear product vision aligned with enterprise goals
• Own and evolve product roadmaps to maximize customer value and business impact
• Identify opportunities to leverage technology, data, and process improvements
• Drive adoption of AI, LLM-enabled capabilities, automation, and emerging development approaches
• Oversee the full product lifecycle from ideation through launch and optimization
• Guide teams in modern product management and agile development practices
• Promote use of AI-assisted development tools and rapid prototyping
• Partner with engineering and data teams to ensure AI solutions are secure and compliant
• Encourage experimentation while maintaining governance frameworks
• Build strong relationships with senior leaders and cross-functional partners
• Communicate product strategy, progress, risks, and outcomes clearly
• Align stakeholders on priorities and success metrics
• Translate complex concepts into executive-level insights
• Monitor industry trends and competitive landscape
• Incorporate customer insights and market research into product strategy
• Ensure products are differentiated and deliver maximum value

Product Strategy Director – Provider Claims

• Lead channel strategy development across assigned product verticals
• Manage retailer P&L investment mix; track NPD performance, promotional effectiveness, and trade spend ROI
• Develop components of the go-to-market plan including launch plans, assortment & shelf strategy, and annual commercial priorities in partnership with Sales
• Analyze POS, Nielsen, and internal sales data to uncover trends, identify growth opportunities, and deliver actionable recommendations
• Create sales enablement materials including sell sheets, product decks, and retailer-ready presentations
• Monitor competitor pricing, promotions, and in-store activity to inform strategy and surface risks or opportunities

Manager, Market Strategy – Planning

• Understands all aspects of the business
• Partners with executive leadership, including direct support of the President CarelonRx Pharmacy to define strategy
• Monitors and synthesizes business performance
• Translates strategy into defined tactics and priorities
• Supports leadership operating cadence
• Documents strategic priorities and reports on customer insight research initiatives
• Builds relationships across the organization to help solve complex business problems
• Proposes opportunities to improve results
• Responsible for the development, implementation and monitoring of planning and project activities
• Develops executive-level materials, insights, and communications to support leadership decision making
• Travels to worksite and other locations as necessary.

Business Strategy & Planning Director

• Drive business growth and optimize customer experience
• Shape company data-driven strategy for commercialization
• Oversee connected car technologies
• Collaborate with cross-functional teams
• Lead partnerships for connected vehicle services

Director, EBO Strategy, Data & Connectivity

• Design and implement fundraising strategies for emerging university priorities and strategic initiatives, many of which are in early or undefined stages.
• Partner with academic and administrative leaders to help clarify vision, priorities, structure, and funding needs as a foundation for philanthropic engagement.
• Develop cases for support and funding opportunities even when initiative scope, leadership models, or operating plans are still being formed.
• Build flexible and sustainable fundraising structures for initiatives in incubation and growth phases.
• Facilitate the transition of select initiatives from TPSI to permanent fundraising homes, ensuring continuity and momentum.
• Manage a portfolio of high-capacity prospects aligned with strategic initiative priorities.
• Cultivate, solicit, and steward principal and major gift donors, particularly for complex, cross-disciplinary opportunities.
• Partner with development officers across schools and units to co-develop donor strategies and advance shared prospects.
• Serve as a secondary relationship manager on a broad set of prospects, contributing strategic insight, content expertise, and proposal development.
• Work in close partnership with prospect research and prospect development teams to identify, qualify, and prioritize new suspects and prospects aligned with emerging initiatives.
• Help build and strengthen the donor pipeline for TPSI priorities, particularly in areas that may not yet have an established base of support.
• Develop and implement approaches to track fundraising activity, measure progress, and manage pipelines for new and evolving initiatives, ensuring visibility and accountability across stakeholders.
• Act as a strategic advisor to unit leaders and development officers launching initiatives that involve multiple areas of the university.
• Provide guidance on fundraising approaches for initiatives that may not yet have clear ownership, structure, or long-term home.
• Help convene stakeholders across schools, centers, and administrative units to align direction, roles, and philanthropic strategy.
• Support the development of effective approaches for fundraising in interdisciplinary and evolving initiatives.
• Partner with DAR Communications to translate complex and sometimes early-stage ideas into clear and compelling cases for support.
• Work with faculty, researchers, and university leadership to define and articulate vision, impact, and funding opportunities.
• Contribute to the development of donor materials, proposals, and engagement strategies for transformational gifts.

Senior Director of Development, Transformative Philanthropy – Strategic Initiatives

• Develop enterprise audience frameworks aligned to customer lifecycle stages, behaviors, needs, and business priorities.
• Define audience taxonomy, segmentation methodology, and targeting rules.
• Identify high-value customer segments, growth opportunities, and suppression strategies.
• Build scalable segmentation approaches balancing precision, reach, and operational efficiency.
• Translate audience strategies into executable activation plans across email, paid media, web personalization, mobile, and direct channels.
• Partner with channel owners to ensure audience consistency across platforms.
• Define audience eligibility, prioritization, exclusions, and contact strategies.
• Partner with CDP, CRM, and Operations teams to operationalize audience definitions within platforms such as Adobe Real-Time CDP and Adobe Experience Platform.
• Establish business requirements for audience creation, enrichment, and activation.
• Ensure audiences align with identity resolution, consent, and governance standards.
• Monitor audience performance, penetration, conversion, retention, and engagement metrics.
• Analyze audience effectiveness and recommend refinements based on business outcomes.
• Partner with analytics teams on testing strategies, incrementality, holdouts, and experimentation.
• Serve as the central point of contact for audience requests across business units.
• Translate business objectives into audience recommendations and prioritization frameworks.
• Educate stakeholders on audience best practices, governance, and targeting strategy.

Audience Strategy Manager

• Support the Chief Executive in defining and tracking the progress of the company’s operational roadmap and high-priority corporate objectives
• Lead critical business projects and cross-functional initiatives that do not yet have a permanent home within the existing organizational structure
• Monitor core operational and financial metrics to provide the Chief Executive with actionable insights regarding business performance and efficiency gaps
• Act as the primary point of contact between the Chief Executive and department heads to ensure operational alignment and eliminate organizational silos
• Identify and resolve bottlenecks in cross-departmental workflows before they require the Chief Executive’s direct intervention
• Facilitate operational leadership meetings, ensuring agendas focus on high-leverage topics and that action items are executed with rigor
• Prepare comprehensive executive briefings, presentations, and decision frameworks for Board and Executive Committee sessions
• Draft internal operational communications and operational updates to ensure the Chief Executive’s strategic priorities are clearly understood across the workforce

Strategic Advisor

• Develop, maintain, monitor, and teach online courses in the Business Administration, Organizational Leadership, Digital Transformation, and Human Resources programs
• Mentor adjunct faculty, staff, and other program stakeholders
• Participate in service to the discipline and the institution
• Model professional and collegial behavior with faculty peers, staff, and university leadership

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