Role Overview:

The Planning & Consulting Associate (“Associate”) will provide internal planning and strategic project support to the eight (8) businesses comprising Company’s Strategic Insurance Businesses (“SIB”). As a member of SIB Planning & Consulting, a new centralized team that will report to the head of SIB, the Associate will:

• Help develop and lead SIB’s centralized strategic and financial planning process to enable portfolio management of SIB’s businesses; and
• Support strategic projects and strategic project governance.

SIB consists of eight businesses: Advanced Markets Network (New York City and Kansas City, KS), Group Membership Associations Division (White Plains, NY), Institutional Annuities (Jersey City, NJ), Long-Term Care Insurance (Austin, TX), Company Direct (Tampa, FL), Company Ventures (New York City), Seguros Monterrey Company (Mexico City, MX), and Worksite (White Plains, NY). The Business Partner could support any of these businesses and might need to travel frequently to business sites.

Responsibilities:

• SIB Strategic and Financial Planning
• Support the development and management of the overall, centralized SIB strategic and financial planning process
• Support the consolidation of individual SIB business strategic and financial plans into an overall plan that will enable portfolio management of SIB’s businesses
• Collect and organize information and data to perform quantitative and qualitative analysis
• Prepare presentations and templates to communicate strategic and financial plans, including goals, strategy frameworks, Strategic Projects, target markets, key strategic assumptions, market assessment, competitor assessment, etc.
• Strategic Projects and Strategic Project Governance
• Strategic Project Governance
• Support the development and management of the process for evaluating, approving, prioritizing, resourcing and monitoring SIB strategic projects
• Track status of strategic projects
• Prepare presentations and templates to communicate project plans, business cases, status updates, recommendations, etc.
• Support strategic projects during the planning and implementation phases
• Collaborate with Planning & Consulting Business Partners and business/functional teams to help frame, analyze and develop solutions / recommendations to business opportunities and problems
• Help develop project plans, work streams and timelines
• Research industry trends, competitor dynamics and current events and provide relevant business insights
• Prepare presentations to communicate project plans, business cases, status updates, recommendations, etc.
• Communicate regularly project status to stakeholders
• Work closely with the finance and technology departments, as appropriate, while performing planning and project responsibilities.

Qualifications:

• Experience (minimum of 5 years) in the financial services industry, preferably the insurance industry
• Prior work experience (preferably 1 to 3 years) as an internal or external management consultant or a member of a corporate strategy group
• College degree; MBA (or comparable advanced degree) preferred
• Critical thinker, very strong analytical and quantitative skills
• Demonstrated ability to translate analysis into business insights and problem solving
• Excellent communication (written and oral) and interpersonal skills, enabling the creation and presentation of a broad range of materials (e.g., business cases, analyses, project plans, status updates)
• Strong project management skills, including ability to manage multiple projects simultaneously
• Strong research skills with experience in market and company analysis
• Self-starter with a keen sense of ownership, commitment to the work and results orientation
• Collaborative work style and experience working effectively with individuals at all levels of seniority
• Capable of successfully working both on teams and as an individual contributor
• Experience with SharePoint preferred but not required
• Experience with international business preferred but not required
• Proficiency in Spanish preferred but not required

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