Vice President

• Lead financial planning, forecasting, and cost management efforts for the assigned market, ensuring sustainable growth and profitability.
• Establish strategic and operational programs to support NAM & Zone objectives.
• Build strong, sustainable relationships with high-level executives and ensure industry-leading customer experiences.
• Engage in data analytics to develop forward-looking performance measures and drive business outcomes.
• Lead a team of Regional Service Managers (RSMs), providing coaching and training.
• Ensure adherence to policies, procedures, and regulatory requirements.
• Act as the escalation point for customers, sales, and internal stakeholders.

Vice President, Market – Great Lakes/Ohio Valley

• Prospect for new clients within and assigned territory to achieve sales goals.
• Develop a network of advisors, consultants, and other third party intermediaries focused on the retirement industry.
• Develop plan sponsor relationships through direct meetings with key contacts.
• Participate in proactive marketing campaigns.
• Manage a territory of target prospects.

Regional Vice President – Retirement Mid Markets

• Own the enterprise planning and forecasting operating model, including long-range planning, annual planning, and rolling forecasts
• Translate business strategy into driver-based models that connect operational activity to financial outcomes
• Ensure alignment across strategic priorities, operational plans, and financial targets
• Deliver accurate, forward-looking forecasts that enable confident decision-making
• Establish and lead the enterprise performance management framework, including KPIs, success metrics, and accountability models
• Deliver clear, actionable insights on performance drivers, risks, and opportunities
• Enable leadership to course correct through data-driven decision-making and transparency
• Ensure consistency and clarity in how performance is measured across the organization
• Own the enterprise reporting strategy, ensuring reporting is streamlined, scalable, and decision-focused
• Partner with Data and Technology teams to enable modern reporting and analytics capabilities
• Drive transformation toward automated, self-service, and insight-driven reporting environments
• Establish standardized approaches for sizing, prioritizing, and evaluating business initiatives
• Ensure transparent tracking of initiative performance against targets
• Provide executive visibility into progress, outcomes, risks, and return on investment

Vice President, Business Management, Performance

• Lead a ~440-person geography covering Michigan’s Lower Peninsula
• Drive advisor recruitment by attracting experienced talent
• Develop and execute organic growth coaching programs for legacy and EAR advisors
• Mobilize resources to support recruiting strategies and enhance advisor engagement
• Hold independent contractor coaches accountable for execution
• Provide leadership, performance oversight, and ongoing development for team members

Field Vice President, Independent Channel

• Lead and develop a high-performing Solution Development organization across consulting, engineering, and solution design disciplines
• Drive profitable order intake growth by improving win rates, solution differentiation, and margin quality
• Define and govern solution architecture standards, design frameworks, and quoting methodologies
• Improve proposal speed, quality, and accuracy through scalable processes, tools, and continuous improvement
• Partner cross-functionally with Sales, Engineering, Product, and Operations to deliver compelling, executable solutions
• Champion the integration of software (e.g., WMS, WCS, simulation) into end-to-end solution design
• Ensure operational readiness and seamless transition from solution design to project execution
• Build organizational capability through talent development, succession planning, and strategic workforce design

Vice President, NA Solution Development

• Serves as the accountable leader for a $3B+ energy project finance portfolio, ensuring strong risk-adjusted performance, yield optimization, and portfolio health.
• Operates as the "quarterback" for the Energy business, integrating strategy, credit, origination, and execution across the full deal lifecycle.
• Acts as Product Owner for Project Finance (Energy), defining program standards, governance, and execution priorities.
• Evaluates transactions prior to formal underwriting to ensure appropriate structuring, pricing, and alignment with credit and portfolio objectives.
• Provides leadership and oversight across syndicated and non-syndicated transactions, including deal structuring and capital strategy.
• Partners closely with Credit to proactively identify and mitigate risks, ensuring alignment with internal risk frameworks and external expectations.
• Owns visibility into the full pipeline, including top-of-funnel sourcing, partner-driven opportunities, and deal conversion.
• Ensures forecast accuracy across originations, funding timing, and revenue realization.
• Monitors daily lending limits, portfolio concentrations, and emerging risks.
• Serves as a senior relationship leader with key external partners (e.g., BridgePeak), maintaining high credibility and trust.
• Builds strong, respected relationships with internal stakeholders including Credit, Treasury, Legal, and executive leadership.
• Collaborates with Treasury on on- vs. off-balance sheet strategies to optimize capital deployment and returns.
• Maintains deep expertise across energy sectors, including solar, biogas, oil & gas, and emerging energy technologies.
• Provides guidance on market dynamics, public ratings considerations, and evolving industry trends impacting deal structure and portfolio performance.
• Leads or partners in complex legal negotiations to ensure favorable risk positioning and commercial outcomes.
• Ensures adherence to program standards, regulatory expectations, and internal control frameworks.
• Identifies and escalates credit issues, portfolio risks, and structural gaps proactively.

VP, Energy Program

• Act as the strategic integration leader bridging entrepreneurial business growth in North America with the company’s scalable core platforms and capabilities
• Enable rapid expansion across markets and new business lines by balancing speed, scalability, operational rigor, and governance
• Partner closely with new business lines and North America Leadership
• Convert successful local, entrepreneurial, and business-line-specific solutions into repeatable and reusable company capabilities
• Define and deploy minimum viable operational solutions that support growth while maintaining long-term scalability
• Manage cross functional prioritizations and decision-making aligned with global strategy
• Serve as the COO’s delegated representative for scalable integration and operational alignment
• Represent both business growth objectives and scalable company capabilities in day-to-day decision-making
• Enable practical interim solutions that support growth while avoiding long-term fragmentation
• Identify and escalate structural risks, capability gaps, and prioritization conflicts.

Vice President, New Business Integration

• Direct the provider network and contracting activities
• Lead all aspects of provider network strategy including, access analysis, network operations
• Support decision makers with analysis related to reimbursement and unit cost management
• Oversee the coordination and negotiation for the contracting department
• Establish the department’s strategic vision, objectives, and policies and procedures
• Develop, implement and maintain production and quality standards for the Contracting department
• Oversee network development staff and external consultants in the development of provider networks across expansion markets
• Perform periodic analyses of the provider network from a cost, coverage, and growth perspective
• Provide leadership in evaluating opportunities to expand or change the network to meet Company goals
• Manage budgeting and forecasting initiatives for product lines to networks costs and provider contracts
• Oversee analysis of claim trend data and/or market information to derive conclusions to support contract negotiations
• Conduct periodic review of provider contracting rates to ensure strategic focus is on target with overall Company strategy
• Support market expansion and M&A activities by leading provider contract analysis related to due diligence
• Assist health plan CEO and/or COO vendors in key provider relations and strategy
• Ability to travel

Vice President, Network Development – Contracting

• Design and govern the enterprise training curriculum for all RCM roles
• Build and maintain training pathways for AI tool adoption
• Oversee QA programs for all human work product across service delivery
• Own the analytics infrastructure and reporting function that tracks delivery performance
• Build and lead a high-performing team of directors and individual contributors

Senior Vice President, Quality and Intelligence

• Lead the internal credit committee, facilitating balanced, timely, and well-informed discussions.
• Primarily responsible for structuring the credit review of $1B of originations over the next five years.
• Own and maintain credit policy to ensure alignment with organizational strategy, risk appetite, and Board-level approvals.
• Develop and refine Credit Memo templates, Underwriting standards and guidance, Evaluation and approval processes.
• Ensure consistency, clarity, and discipline across credit practices.
• Identify opportunities to improve efficiency and transparency in credit workflows.
• Serve as a decider within the RAPID framework for credit decisions.
• Engage directly in complex, nuanced, or non-standard deals to support structuring and risk assessment.
• Provide guidance to help teams navigate challenges and efficiently move viable deals forward.
• Build and maintain relationships with borrowers, partners, and key stakeholders.

Vice President of Credit

• Proficiency in RPS products, service models and ancillary benefits
• Proficiency in Core/Signature product features and benefits
• Assist with RFP preparation when requested
• Work within primary internal audience focus: Core and Mid/Large Market RVPs and sales desks, SRMs, DVPs, National Accounts, SMEs, etc.
• Operate within external audience focus: Advisors and Consultants, Plan Sponsors and Committees, Plan Participants, TPAs, DCIOs, etc.
• Actively participate in the sales preparation process
• Provide technical, ERISA consultative sales skills
• Make recommendations for improvements to prospect plan designs and operations
• Ability to interpret plan documents, SPDs, etc.
• Be conversant with competitor products and services
• Provide consultative, proactive sales support primarily to financial advisors and consultants

Regional Vice President

• Operate as both an internal strategist and relationship leader
• Balance internal process rigor with external partnership management
• Bring structure while remaining flexible to borrower needs
• Build and oversee the internal systems and processes that support post-closing execution.
• Ensure consistency, accuracy, and efficiency with long-term client interface.
• Monitor portfolio performance, with ongoing identification of opportunities and risks
• Support borrowers through opportunities and challenges with a solutions-oriented, relationship-driven approach
• Maintain approachable, steady, and relationship-oriented leadership style

Vice President – Client Management

• Lead and develop a high-performing lending team across multiple markets.
• Drive accountability for team-wide origination and closing goals.
• Provide high-touch leadership, coaching, and performance management to senior team members.
• Ensure strong coordination between originations and closing functions.
• Support problem-solving to move deals forward, with a solutions-oriented mindset.

Vice President, Originations

• Lead and develop a high-performing contract team, fostering a culture of growth, collaboration, and accountability
• Drive contracting and network strategies across our Commercial business and other product lines to strengthen market competitiveness
• Negotiate complex fee-for-service and value-based contracts with health systems, hospitals, and large provider groups to improve affordability and quality
• Build and maintain trusted provider partnerships, expanding value-based opportunities and advancing local market strategy
• Champion cross-market and cross-functional initiatives that support broader business goals
• Collaborate with matrix partners (i.e., Claims, Medical Management, Credentialing) to ensure smooth operations and aligned execution
• Identify opportunities to advance value-based contracting and expand new risk-based arrangements, supported by strong financial impact analyses, performance modeling, and scenario planning
• Oversee provider relationship management, competitive landscape awareness, and accurate, timely contract loading and network implementation

Provider Contracting Senior Manager – Network Management

• The Vice President, Global Corporate Brand & Storyground leads two core creative functions within A+E Global Media’s Marketing division: the Global Corporate Brand team — which oversees B2B trade marketing, business narratives, executive communications, internal communications, and brand creative — and Storyground, A+E Global Media’s branded content studio
• This role serves as the senior creative and narrative leader across both functions, owning creative vision, quality standards, enterprise storytelling, and executive-level client relationships while enabling strong senior creative leaders to manage daily execution
• The VP is accountable for the creative and strategic effectiveness of both teams, including pitch excellence, post-sale delivery quality, narrative consistency, and the development of a strong creative culture
• This role also serves as a central creative and narrative leader for A+E Global Media, shaping how the company presents itself to internal stakeholders, external partners, and the broader marketplace
• Define and uphold the voice, tone, and creative expression of the brand across external-facing work and internal communications, ensuring consistency, clarity, and cultural relevance at every touchpoint
• Lead and develop the Storyground branded content studio, setting the creative vision, quality bar, and pitch standards for the team
• Serve as the senior point of contact for Media Solutions advertisers, and brand partners on Storyground engagements
• Ensure sold campaign executions meet the creative standard established in the pitch phase

VP, Corporate Brand, Storyground

• Serve as executive sponsor on key programs and accounts
• Build trusted relationships with senior government stakeholders
• Lead high-stakes communications, escalations, and recovery efforts
• Drive organic growth, recompete success, and pre-RFP positioning
• Translate delivery insights into future opportunity shaping
• Lead and develop a high-performing organization of delivery leaders
• Establish clear accountability and role clarity across leadership layers
• Build a strong leadership bench and succession pipeline
• Drive a culture of ownership, transparency, and continuous improvement
• Own portfolio performance across cost, schedule, scope, and quality
• Ensure consistent, real-time visibility into program health
• Lead intervention and recovery efforts for at-risk programs
• Establish consistent delivery practices across programs without over-bureaucratizing teams
• Reduce operational burden on delivery leaders and increase organizational leverage
• Design and operate a unified delivery system
• Replace manual reporting and coordination with system-driven workflows and automation
• Integrate program, financial, staffing, and risk data into a shared context layer
• Establish system-driven governance, where:
• Program health, risks, and financials are visible in real time
• Escalations are exception-based and timely
• Eliminate redundant reporting, tooling, and coordination layers
• Define and enforce minimum operating Standards (MOS) through systems rather than manual process
• Ensure the system supports both:
• Consistent standards where needed
• Flexibility and team-level autonomy
• Partner with platform, data, and AI teams to:
• Enable automated reporting and insights
• Introduce predictive risk signals
• Support agent-assisted workflows
• Establish continuous, system-driven governance with exception-based escalation
• Ensure audit readiness and compliance with government contracting requirements
• Build proactive risk identification and mitigation practices across the portfolio
• Lead executive-level governance and risk reviews
• Own revenue predictability, margin performance, and portfolio health
• Ensure accurate forecasting and strong EAC discipline across programs
• Partner with Finance to improve financial transparency and decision-making
• Drive accountability for financial outcomes at the program and portfolio level

Executive Vice President, Program Delivery

• Direct the provider network and contracting activities
• Lead provider network strategy including access analysis, network operations, and support decision makers with analysis related to reimbursement and unit cost management
• Oversee the coordination and negotiation for the contracting department
• Establish department’s strategic vision, objectives, and policies and procedures
• Develop, implement, and maintain production and quality standards for the Contracting department
• Oversee network development staff and external consultants in the development of provider networks across expansion markets
• Perform periodic analyses of the provider network from a cost, coverage, and growth perspective
• Provide leadership in evaluating opportunities to expand or change the network to meet Company goals
• Manage budgeting and forecasting initiatives for product lines to networks costs and provider contracts
• Oversee analysis of claim trend data and/or market information to derive conclusions to support contract negotiations
• Conduct periodic review of provider contracting rates to ensure strategic focus is on target with overall Company strategy
• Support market expansion and M&A activities by leading provider contract analysis related to due diligence
• Assist health plan CEO and/or COO vendors in key provider relations and strategy
• Ability to travel

• Collaborate with functional leaders across Operations, Sales, Pricing & Procurement, Technology and Finance.
• Create and implement the procurement strategy by utilizing business concepts and contract management to optimize spending, negotiate better prices with suppliers and carriers, and achieve cost savings.
• Develop and execute strategic plans to improve performance, increase market share, and maintain industry competitiveness.
• Build strong relationships with stakeholders, customers, and partners to enhance business opportunities.
• Develop and implement a data analytics and insights strategy and roadmap that supports client objectives, as well as those of individual verticals, and enables revenue growth and operational efficiency.
• Create and manage an analytics system that translates quality data into clear insights for clients (e.g., market/opportunity, relationships and impact, offerings and execution, and investments, etc.)
• Day-to-day operational leadership and management of core procurement teams and services (e.g., client feedback, executive intelligence, etc.).
• Engaging with senior stakeholders to shape use cases, determine analytic approaches, identify risks, and ensure alignment.

Vice President, Solutions and Strategy

• Own and lead the DoD market and contracts strategy, including prioritization of services, commands, defense agencies, and related defense organizations.
• Drive end-to-end business development and capture efforts, including opportunity identification, qualification, capture planning, proposal strategy, and contract execution.
• Alignment with broader Lobbying efforts for Congressional support and market development
• Build and maintain senior-level relationships with DoD officials, prospects, and defense industry partners.
• Develop and execute an integrated DoD market strategy aligned with enterprise growth objectives.
• Translate complex defense market dynamics into actionable growth priorities and investment decisions.
• Build scalable, repeatable go-to-market processes without introducing unnecessary bureaucracy.
• Own revenue growth and performance across assigned portfolios.
• Lead pricing, deal structuring, and margin management for complex contracts.
• Establish and manage teaming arrangements, alliances, joint ventures, and partner ecosystems to improve win rates and market access.
• Navigate complex corporate and political environments to align Legal, Compliance, Finance, Operations, Product, and Technology teams and joint venture partners around growth priorities.
• Influence decision-making across a matrixed organization without relying on formal authority.
• Ensure growth market requirements are reflected in capability development, resourcing, and investment planning.
• Lead from the front, personally driving execution, not just oversight.
• Foster a culture of accountability, speed, and mission-driven execution.

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Vice President, Market – Great Lakes/Ohio Valley

Regional Vice President – Retirement Mid Markets

Vice President, Business Management, Performance

Field Vice President, Independent Channel

Vice President, NA Solution Development

Vice President, NA Solution Development

VP, Energy Program

Vice President, New Business Integration

Vice President, Network Development – Contracting

Senior Vice President, Quality and Intelligence

Vice President of Credit

Regional Vice President

Vice President – Client Management

Vice President, Originations

Provider Contracting Senior Manager – Network Management

VP, Corporate Brand, Storyground

Executive Vice President, Program Delivery

Vice President, Network Development – Contracting

Vice President, Solutions and Strategy

EVP, Market Development