Vice President

• Develop and maintain meaningful relationships with financial professionals throughout their lifecycle, having a regular service model or visits, meetings, and calls.
• Identify and proactively engage in growth opportunities for assigned financial professionals, including goal setting and actionable plans.
• Conduct thoughtful discovery and continuous rediscovery of each business and its owner.
• Assess and communicate the health of financial professionals’ businesses across key areas using business intelligence tools.
• Help financial professionals set realistic, attainable business goals and create strategies for successful execution.
• Drive same-store sales, revenue growth, net new assets, and maintain low attrition through engagement and consultative initiatives.
• Support financial professionals through change management initiatives, including technology adoption, product updates, business processes, and regulatory changes.
• Promote and drive adoption of resources, tools, and services aligned to each professional’s needs and readiness.
• Deliver information—both positive and challenging—with empathy and actionable solutions.
• Connect financial professionals to subject matter experts for holistic financial planning and wealth management support.
• Assist with issue identification and resolution, acting as an advocate and communicating feedback to the appropriate areas.
• Collaborate across relationship teams to foster community and connections among like-minded businesses.

VP, Advisor Engagement

• Lead USAA's Next Best Experience strategy, defining how millions of members engage through personalized, context-aware experiences across channels, products, and journeys.
• Establish the vision, strategy, governance, and operating model for Next Best Experience across the member lifecycle.
• Align member needs, business priorities, data-driven insights, and experience design principles to deliver the right experience in the right channel at the right time, strengthening member relationships and driving long-term member value.
• Partner with leaders across Digital, Technology, Analytics, Marketing, Design, and the Lines of Business to define enterprise experience priorities, decision frameworks, measurement strategies, and investment direction.
• Oversee the evolution of product, service, advice, and contextual engagement experiences anchored in life events, key member milestones, and meaningful moments that deepen emotional connection and brand affinity.
• Serve as the enterprise steward for member-centric decision making, translating member insights, business objectives, and emerging capabilities into a cohesive strategy that advances engagement, loyalty, satisfaction, and long-term member value creation.
• Create, develop, and sustain Business, Technology, and LoB relationships, acting as digital/technology product point of contact for partners/customers.
• Set the vision, strategy, direction, key performance indicators and outcomes of a Digital or Technology product portfolio.
• Serve as escalation point on day-to-day activities of the Digital or Technology product management organization.
• Provide executive oversight and lead organization to effectively manage ambiguity, and influences others to drive clarity, solutions, and execution plan among team and stakeholders.
• Influence senior leaders, Digital or Technology product managers, developers, vendors, designers and other stakeholders to ensure successful product strategies and product/ feature launches within a LoB.
• Promote continued focus on evolving member needs and demand-based enhancements through member-based research (focus groups, usefulness testing, a/b testing, and other research methodologies) as appropriate.
• Be accountable for delivering on agreed upon goals and outcomes for products, services and transactions across digital channels and platforms.
• Manage investments, innovation mix, prioritization, and tradeoff decisions among member experience, performance, and operational support requirements at the program or portfolio level.
• Attract, select, and develop top-tier Technology/Digital product management talent to continually maintain and transform USAAs digital/technology product offerings.
• Ensure technology capabilities align to architectural and system standards, promoting a consistent USAA approach to the development and deployment of global platforms and standards.
• Drive the economic success of the LoB through the growth of the digital/technology product portfolio(s).
• Oversee strategic alignment across company/staff agency product portfolio(s), initiatives, and investments.
• Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Assistant Vice President – Next Best Experience, Member Experience Strategy

• Provide Comprehensive Wealth Strategies: Deliver a high level of individualized, comprehensive investment and wealth strategies tailored to each client’s goals and objectives.
• Manage Client Relationships: Anticipate client needs, resolve inquiries, and ensure client portfolios remain aligned with their financial objectives.
• Collaborate with Investment Teams: Work closely with portfolio managers and other investment professionals to meet clients’ financial goals and leverage the full suite of Lido Advisors’ services.
• Collaborate with Client-Service Teams: Work closely with junior team members to onboard new clients and manage existing client relationships.
• Direct Investment Deployments: Lead the deployment of investments for new client allocations and manage portfolio rebalances.
• Client Reviews & Reporting: Prepare and conduct regular portfolio review meetings to assess performance and adjust strategies as needed.
• Drive Business Growth: Proactively seek opportunities to increase client wallet share by identifying additional wealth management needs.
• CRM & Engagement Tracking: Maintain and track all prospect and client engagement in the firm’s CRM, ensuring timely follow-up and action on all opportunities.
• Presentations & Business Development: Partner with Senior Wealth Advisors to deliver compelling presentations to prospects and assist in converting them into clients.
• Referral Network Development: Build and cultivate a network of referral sources to expand business development opportunities.
• Product & Policy Knowledge: Maintain an in-depth knowledge of Lido Advisors’ products and services and ensure adherence to allocation policies and best practices.

Vice President, Senior Wealth Manager

• Analyze, structure, underwrite, and coordinate the closing of major complex loans
• Manage loans to ensure credit risks are responsibly monitored
• Assist in attaining established Bank, region, and branch goals through underwriting and closing
• Ensure compliance with all Bank policies and procedures
• Interface with clients to assess their credit needs
• Gather and analyze necessary information for approval requests
• Coordinate processing of approved loans

Vice President, Portfolio Management – Healthcare

• Design, develop, and execute data analytics strategies to support audit activities using tools such as SQL, Python, Tableau, and the Microsoft Power Platform.
• Support end-to-end audit engagements by identifying risks and assessing control effectiveness through advanced analytics techniques.
• Collaborate with management and business partners to identify relevant data sources and key data elements; validate data completeness and accuracy for audit testing.
• Query, analyze, and interpret data from multiple source systems to identify trends, anomalies, and potential control weaknesses.
• Develop, maintain, and enhance Tableau and Power BI dashboards to provide accurate, timely, and actionable insights to audit stakeholders.
• Document analytics work thoroughly and timely in accordance with Internal Audit methodology and standards.
• Communicate analytics results effectively to audit teams and business partners; prepare and present summaries and insights to senior management.
• Champion a data-driven culture within Internal Audit by identifying opportunities to increase audit coverage, depth, and efficiency through analytics.
• Comply with the firm’s hybrid work model and associated in-office expectations.

AVP, Audit Execution Analytics

• Develop, implement, and refine an effective P&C Fraud Program in accordance with USAA policies and standards, including: Clear and specific procedures outlining the responsibilities within P&C to support the Fraud Program
• Periodic reporting to the internal second line of defense and governing bodies;
• Effective training and education;
• Development and maintenance of effective systems for routine fraud auditing and identification of risks.
• Collaboration with other departments to ensure compliance issues are reported to appropriate channels for investigation and remediation.
• Sets strategy for identifying, measuring, and mitigating fraud risk for the Claims SIU organization.
• Provides executive thought leadership to identify potential gaps in the control environment that present fraud risk and vulnerability and partner with Association-wide stakeholders/leadership in developing and implementing corrective action plans for remediation of risks; articulates business requirements for controls that strengthen technology and process gaps within P&C that would prevent fraud or iteratively automate detection.
• Responsible for maintaining sufficient and accurate reporting and metrics providing actionable insights on detection and investigation of insurance fraud matters.
• Acts as a strategic liaison between USAA and the National Insurance Crime Bureau, Law Enforcement, State Insurance Fraud Bureaus, Industry Associations, and other organizations to promote and support insurance fraud prevention; ensures SIU makes the appropriate referrals to and where appropriate, maintains relationships with regulatory and law enforcement officials.
• Responsible for the oversight and implementation of fraud awareness training programs.
• Operationalizes the P&C Fraud Program that enables USAA to meet its legal and regulatory obligations.
• Accountable for growth of digital fraud detection capability through technology advancement and streamline investigation capabilities.
• Defines and measures appropriately scaled goals for the capability to deter, detect and investigate fraudulent activity for P&C.
• Designs and implements standardized, repeatable, and scalable tools and processes for the SIU ensuring identification of opportunities for efficiency and automation.
• Stays abreast of industry developments, emerging schemes, and technological and regulatory developments, to implement proactive efforts.
• Responsible for the affirmative litigation philosophy and individual decisions on case filing in state or federal venues.
• Ensures the timely completion of annual state level anti-fraud plans and other required regulatory reports.
• Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

AVP, Special Investigations Unit

• Co-own the annual operating plan and develop regular collaboration cadence with sales.
• Set, oversee, and manage the Trade Development team to achieve or exceed their annual financial targets.
• Manage margins, control costs, and capitalize on operational efficiencies in partnership with finance and operations.
• Oversee low cost high-value programs that help achieve the business plan for the overall market down to each individualized supplier.
• Manage supplier relationships in the marketplace.
• Collaborate, review and approve supplier contracts.
• Negotiate and agree upon annual supplier business plan, to include volume targets by brand.
• Prioritize and set goals for each division.
• Ensure the team works closely with sales and suppliers and signs off on tools that are needed to deliver goals.
• Partner and collaborate with Sales, Operations, Finance, Purchasing and Revenue Management to optimize business performance within the marketplace.
• Lead the Trade Development Team effectively by clearly communicating roles and responsibilities, expectations, and deliverables.
• Establish an environment of teamwork, mentoring and support accountability.

Vice President – Regional Trade Development

• Plans short- and long-range HR tech roadmaps
• Drives the evaluation, implementation, and integration of new technologies (including AI tools) to support the employee lifecycle
• Manages and develops a team of HRIS analysts, developers, and system administrators
• Owns the integration architecture between core HR systems and edge platforms (e.g., ATS, payroll, benefits, and learning management)
• Ensures data integrity, system security, compliance (like SOX controls), and privacy standards
• Leads relationships with third-party software vendors, handles contract renewals, and manages the HR tech budget
• Establishes KPIs to monitor system performance, ticket resolution, and user adoption
• Responsible for ensuring the assigned application group develops processes and tools that contribute to the company business objectives
• Ensures that all application processes developed internally or by external service providers are conducted in line with corporate social responsibility, environmental and technical policies and applicable standards and legislation
• Implements and manage application life cycle management status reporting, metrics and benchmarks
• Provides executive thought leadership on developing and enhancing methodologies and practices for the application life cycle management in line with best practice and practical experience of continuous improvement
• Collaborates with other leaders and/or stakeholders and develops an application development strategy that aligns with business strategy, adds value and is within budget constraints
• Serves as financial steward for the organization and manages relationships with major vendors and service providers to ensure they cost-effectively meet the needs of the organization
• Oversees the assessment of the technical and business fitness of the application portfolio and associated costs and risks
• In partnership with CTO, Infrastructure and IT Security, ensures that the organization's applications are effectively secured and that risks are mitigated and comply with legal and corporate privacy and confidentiality rules
• Designs a visionary road map for innovative solutions at Enterprise level and ensures integration with overall IT and enterprise strategic plans
• Develops Annual Objectives and Key Results (OKRs) for department, used to measure team performance
• Responsible for team's adherence to SDLC SDLC and applicable controls
• Responsible for understanding the risk posture for the activities that are conducted on their team (development and maintenance of business applications)
• Implements the department talent strategy (labor mix, location, team size, etc.)
• Understands, owns and manages the Business and IT risk & controls requirements including adherence to and timely remediation of controls-related issues
• Manages the sourcing and vendor strategy across your service line and aligns with wider USAA strategic technology providers
• Partners with our CTO teams to help define enterprise architecture and standards
• Partners with business stakeholders to understand their business objectives and develop a technology strategy to support those goals by translating customers' needs into USAA Technology services in the broader service architecture
• Provides visibility and transparency into progress, risks and issues in regular stakeholder updates
• Mentors junior staff members and provides a platform for continuous learning
• Provides oversight to the engagement with the business DPO and ensures deliverables adhere to Agile practices/methodologies
• Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

AVP, Application Development

• Responsible for the daily activities across multiple pharmacy function areas that supports new client implementations and delivery upon service level agreements and performance metrics.
• Responsible for end‑to‑end ownership of operational delivery, spanning both bringing work live (Implementation) and running and sustaining services (Service Delivery).
• Ensures operational strategies are aligned, transitions are seamless, and services are delivered reliably, compliantly, and at scale, while balancing growth, risk, cost, and customer outcomes.

AVP, Implementation and Service Delivery

• Analyze credit information and financial performance to support lending decisions across a portfolio of middle-market clients
• Structure and negotiate loan terms, aligning client needs with bank risk appetite, credit policies, and regulatory standards
• Assess repayment capacity through detailed financial modeling and recommend appropriate structures, pricing, and collateral
• Prepare and present credit recommendations, synthesizing financial, industry, and risk insights into clear, actionable approvals
• Proactively monitor portfolio performance, identifying early warning signals and implementing corrective actions as needed
• Optimize portfolio returns by assessing capital allocation and client profitability relative to ROE targets

VP, Commercial Banking Portfolio Manager

• Partner with Client Relationship Managers to act as a leader for CRMs helping to drive strategic growth and plan retention while improving the client experience.
• Leverage coaching/mentorship, relationship management, and training to drive improvement/maximize professional growth for CRMs on the team.
• Develop and execute a client strategy for your assigned book of business.
• Mentor individual service team members to guide performance improvement as measured by quality and service level metrics as well as field feedback and advisor satisfaction.
• Focus on process/procedural improvement to ensure effectiveness and efficiency in driving results and improving client satisfaction.
• Develop, enhance, and identify improvements to standard work.
• Assist in problem resolution/escalation management for CRM team by collaboratively working with the appropriate business areas.
• Support Continuous Improvement (CI) initiatives by leading huddles and sharing best practices.

RVP, Regional Client Relations

• Provide leadership and direction to a medium-sized team of employees
• Ensure adherence to business controls and mitigate risk
• Manage teams and pipeline for optimal client experience
• Review loans to ensure credit conditions are met and assist clients through the process
• Evaluate performance and direct daily tasks of loan processing specialists
• Guide team to meet production goals while ensuring service, quality and integrity
• Take ownership of MCAs, CAPS and Action Plans
• Assist processors with complex transactions and escalated client complaints
• Collaborate with site management on operational issues and initiatives
• Lead meetings on operational actions

Assistant Vice President – Loan Processing Manager – Mortgage

• Provide comprehensive guidance to Credit Risk and Credit Committee on early identification and resolution of troubled loans, including foreclosure and OREO strategies aligned with market conditions.
• Lead and actively participate in Troubled Loan Review processes.
• Function as primary servicing officer for complex troubled loans including commercial, multifamily, and construction assets.
• Expert in foreclosure processes, restructuring loans via forbearance agreements, managing note sale networks.
• Build and maintain strong, solution-oriented borrower relationships.
• Perform complex financial, collateral, and legal analysis; expert knowledge in cash flow and valuation analysis of MF properties nationwide, construction budgets and borrower/guarantor financial capacity.
• Deliver clear written and verbal recommendations to leadership.
• Maintain strong internal communication across multiple teams.
• Partner with internal and external legal counsel on foreclosure and litigation strategies in jurisdictions across the United States.
• Consistently and accurately monitor borrower performance; adjust strategies and communicate accordingly
• Track loan performance and conduct impairment in addition to gain/loss analysis using Excel and internal systems.
• Support origination teams with complex loan issue resolution.
• Expertise in loan servicing, tracking collateral and process of partial releases.

VP, Special Assets Officer

• Act as a market strategist for the financial and operational performance of your territories
• Manage multi-million-dollar P&L for the market
• Drive collaboration between partner payers and the Honest network team
• Collaborates with executive leadership to meet company goals
• Serve as a mentor to your management teams
• Ensure clinical teams are adequately focused on the needs of patients
• Collaborate with Finance, Analytics and Operations to drive performance improvement initiatives
• Develop and nurture relationships with local health plan leadership teams
• Deliver on growth strategy quarter over quarter
• Represent the Honest brand in the community

VP, General Manager

• Oversees and manages all Land Acquisition Department employees ensuring each is executing their specific land functions for identifying, analyzing, underwriting, negotiating, acquiring, and entitling new lot for land development.
• Creates an annual strategic acquisitions plan defining geographic, product and pricing goals to guide acquisition efforts and support the Company’s overall strategic plan by region using our Unit Delivery Plan (UDP).
• Ensures general market research focuses on employment, demographics, leasing volume and competition.
• Provides targeted market studies and information that may be requested by the AMH executive team.
• Leads the preparation of (with the assistance of the VP of Land Development) Proforma submittals, feasibility packages including product recommendations, financial analysis, risk mitigation measures, letters of intent, agreements, and other related legal documents needed in purchasing land.
• Oversees the acquisition escrow and entitlement process, tracks deal status, including transaction milestones.
• Briefs management on targeted acquisitions and timing.
• Obtains approval for capital expenditure.
• Oversees the creation, management, and updating of investment proformas, budgets, schedules, financing scenarios, and evaluation of the market characteristics.
• Participates in and leads negotiations on purchase agreements, oversees the transaction timeline toward a timely closing.
• Generates acquisition opportunities by developing targeted submarkets within each marketplace.
• Develops trusted relationships with a network of industry contacts including brokers, developers, and property owners in the relevant areas of operation.
• Monitors economic and industry trends.

VP – Land Acquisition

• Lead and manage a team of multispecialty account managers
• Develop and implement strategic account plans to grow revenue
• Collaborate with internal teams to identify and prioritize opportunities for growth
• Monitor and analyze customer data to identify trends
• Work closely with customers to understand their needs
• Ensure compliance with company policies and industry regulations
• Stay current with industry trends and changes in healthcare landscape
• Participate in business development activities

Regional Vice President – Multi Specialty

• Assist in issues which may arise during the course of daily operations.
• Assist in providing proper payment instructions for payments.
• Assist in the processing/monitoring of the Liquidity Desk application.
• Assist in the daily processing of OFAC review and make recommendations for possible Good Guy additions.
• Monitor and oversee all CLS related processes and reporting on a daily basis.
• Perform GPP data verification ensuring required customer information is properly transcribed.
• Review/process messages stopping for manual review on HotScan.
• Recommend possible “GOOD GUY” additions to HotScan.
• Maintain high level of application expertise in managing the HotScan filtering system.
• Handle high priority inquiries/investigations that require immediate resolution.
• Prepare daily & monthly GPF processing statistical reports.

Sanctions Screening, AVP

• Define and maintain the Brown & Brown Dealer Services data strategy, ensuring alignment with corporate objectives and digital transformation initiatives.
• Lead the Data & Analytics initiative, establishing best practices, standards, and reusable frameworks.
• Partner with senior executives to identify high-value data opportunities and prioritize strategic investments.
• Oversee governance of data pipelines, ensuring quality, lineage, and compliance across the Brown & Brown Dealer Services ecosystem.
• Collaborate with engineering and architecture teams to design scalable data models and modern data platforms.
• Establish Brown & Brown Dealer Services data definitions, KPIs, and metadata standards.
• Drive the design and deployment of dashboards, reporting suites, and self-service analytics capabilities across Brown & Brown Dealer Services.
• Ensure BI solutions are intuitive, accurate, and aligned with business needs.
• Promote consistent analytics methodologies across teams.

Vice President – Data Strategy

• Validate models ensuring adherence to Model Risk Management policies and regulations
• Lead validation projects for various model categories
• Perform in-depth analysis on large data sets to support key analytics and model risks
• Collaborate with business teams to highlight model risks
• Support regulatory examinations and internal audits of modeling processes

AVP, Model Validation

• Lead the strategy and execution of customer solutions that drive measurable business outcomes and operational improvements.
• Partner with customers and internal stakeholders to align Lessen's capabilities with customer goals and long-term success.
• Develop and implement frameworks to measure, communicate, and maximize customer value and ROI.
• Serve as a trusted advisor to executive stakeholders, helping customers optimize property operations at scale.
• Build, develop, and lead a high-performing team focused on customer solutions, value realization, and business impact.
• Collaborate across Sales, Customer Success, Operations, Product, and Finance to deliver exceptional customer experiences and outcomes.
• Translate customer feedback, industry trends, and business insights into recommendations that influence product and operational strategy.
• Support strategic growth initiatives by demonstrating the business value of Lessen's solutions.
• Establish scalable processes, tools, and metrics that drive efficiency, customer satisfaction, retention, and expansion.
• Champion continuous improvement and innovation to enhance customer outcomes and strengthen long-term partnerships.

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