Head of Financial Planning Strategy & Execution
Confidential
Head of Financial Planning Strategy & Execution
About the Company
Top-tier mutual life insurance company
Industry
Financial Services
Type
Privately Held, Private Equity-backed
Founded
1860
Employees
5001-10,000
Categories
- Financial Services
- Consulting & Professional Services
- Carriers
- Insurance Agents
- Life and Health
- Life Insurance
- Dental
- Hardware
- Insurance
Specialties
- life insurance
- disability insurance
- group benefits
- annuities
- investments
- well-being
- dental insurance
- vision insurance
- accident insurance
- critical illness insurance
- hospital indemnity insurance
- and consumer centric
- consumer centric
- wealth management
- financial protection
- financial planning
- and retirement solutions
Business Classifications
- B2B
- B2C
About the Role
The Company is seeking a Head of Financial Planning Strategy and Execution to join its Client Solutions leadership team. The successful candidate will be responsible for setting and executing the enterprise financial planning strategy, with a focus on building a protection-first, holistic planning model that integrates various financial services. This role involves designing and evolving a comprehensive financial planning framework, monitoring industry trends, and ensuring the offering remains relevant and differentiated. The Head will also lead the development of digital planning capabilities, translate complex financial concepts into practical solutions, and advance sophisticated planning for high-net-worth and ultra-high-net-worth clients. Applicants must have a minimum of 15 years' experience in financial services, wealth management, or a related field, with a strong background in leading planning or advice strategy. The role requires a deep understanding of how different financial products work together in a holistic financial plan, as well as experience in supporting complex client needs and building scalable models. The Head will be expected to influence senior stakeholders, lead cross-functional initiatives, and ensure that the financial planning strategies align with regulatory requirements and firm policies. A commitment to the company's purpose of helping clients achieve long-term financial security is essential, as is the ability to build and lead a high-performing team.
Hiring Manager Title
Head of Client Solutions
Functions
- Strategy
- Operations
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Head of Financial Planning Strategy & Execution in Nashville, TN vacancy
$250k - $290k
...unique combination of transformative strategy, transactions and corporate... ...Within EY-Parthenon's Strategy and Execution sub service line, the Deal Management - Financial Services practice works on the... ...separation and integration plans, identify ideas and sources of value...SuggestedWork experience placementSummer holidayWork at officeFlexible hoursEY
Nashville, TN4 days ago- ...Executive Director, Regulatory Strategy About the Company Clinical-stage biopharmaceutical company developing innovative, transformational medicines. Industry Biotechnology Type Privately Held About the Role The Company is seeking an Executive Director...Suggested
- We Are:Our Finance AI and Data Strategy practitioners work to create and execute an organization’s business strategy for Finance AI and Data transformation... ...vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time...SuggestedFull timeWork experience placementLive inWork at officeLocal areaNight shift
Accenture
Nashville, TN1 day ago - ...Chief Financial Officer – Specialty Pharmacy – Equity Opportunity - High Growth Strategy Our client is a highly successful middle market specialty pharmacy business positioned... ...Officer to be a key partner with the executive team and to work strategically with the CEO...SuggestedFull time
Truenorth Executive Search, Inc.
Nashville, TN4 days ago - ...Head of Financial Planning and Analysis About the Company Prominent private equity firm Industry Venture Capital & Private Equity... ...&A Director include developing and implementing financial strategies, providing in-depth analysis to support decision-making, and...Suggested
- ...Chief Financial & Strategy Officer (CFO) About the Company Mission-driven organization providing individualized care services to people... ...alignment. The CFSO will be a key partner to the executive team and board of directors, with a focus on shaping the future...Flexible hours
$243.3k - $312k
...TeamJoin Cisco’s Pricing and Strategy team—an essential part of our... ...responsibilities will include:Develop and execute pricing strategies for Cisco’... ...with data analytics, financial modeling, and pricing... ...benefits, subject to Cisco’s plan eligibility rules, which include...Full timeTemporary workLocal areaRemote workFlexible hoursCISCO Systems
Nashville, TN3 days ago$140k - $223k
Job TitleSenior Manager - KOL Strategy and EngagementJob DescriptionSenior Manager - KOL... ...of clinical, technical, operational, and executive KOLs, reference sites, and power-user communities... ...customer engagement and activation plans to amplify customer voices, foster...Full timeWork at officeImmediate startWork visaRelocation package3 days per weekPhilips
Nashville, TN3 days ago- ...organizations across industries. Our strategy is to be the reinvention... ...business outcomes. This executive will serve as a trusted advisor... ...operations leaders, helping clients plan, design, build, and ramp next... ...for Manufacturing. Own financial performance, delivery...Full timeLive inWork at officeLocal area
Accenture
Nashville, TN1 day ago - ...organizations across industries. Our strategy is to be the reinvention... ...Vision: Craft strategies and plans that support clients in... ...company operations, and key financial metrics.Innovative Solutions:... ...expertise to generate valuable executive insights and contribute to client...Full timeLive inWork at officeLocal areaWorldwide
Accenture
Nashville, TN5 days ago $198.7k - $391.6k
...the role of commerce as a channel within their broader growth strategy, build the value narrative and business case for where to invest... ...as a trusted advisor to senior client stakeholders, leading executive readouts and decision-ready recommendations on commerce’s role...Local areaShift workDeloitte
Nashville, TN3 days ago$91.4k - $187k
...Product Manager to drive product strategy and roadmap for Observability... ...01(k) Savings and Investment Plan with company match8. Paid... ...Employee Stock Purchase Plan14. Financial planning and group legal15.... ..., analytical, and executive presentation skills.Full timePosting...Temporary workFlexible hoursOracle Corporation
Nashville, TN4 days ago- ...leadership role within our growing R&D strategy team to focus on R&D... ...Scientific and Medical Officers, Heads of R&D Functions, SVP and VP-... ..., industry forums, and executive conversationsDevelop and contribute... ...disability coverage, a 401(k) plan, bonus opportunities, paid holidays...Full timeWork experience placementLive inWork at officeLocal area
Accenture
Nashville, TN3 days ago - ..., and medtech clients define commercial strategy and reinvent how commercial work gets done... ...can improve commercial decision-making, execution, or ways of workingFacilitating client... ...roadmap, or implementation planning workProactive mindset around innovative...Full timeLive inWork at officeLocal areaShift work
Accenture
Nashville, TN5 days ago - ...around customer zeroYou Are:A strategy advisor with professional... ...strategies that your clients can execute at scale. You keep up with... ...ownership for AI, and go-to-market planning.Shape the strategic choices... ...of view.Size markets, model financial scenarios, and build the...Full timeLive inWork at officeLocal areaShift work
Accenture
Nashville, TN2 days ago - ...around customer zeroYou Are:A strategy advisor with professional... ...strategies that your clients can execute at scale. You keep up with... ...ownership for AI, and go-to-market planning.Shape the strategic choices... ...of view.Size markets, model financial scenarios, and build the...Full timeLive inWork at officeLocal areaShift work
Accenture
Nashville, TN1 day ago $115.6k - $160k
...Services team is looking for a Senior Program Manager, Retrofit Strategy & Execution to own the end-to-end operational execution of large-scale... ...retrofit programs ranging from $10M-$50M, turning approved plans into completed installations across hundreds of delivery...ApprenticeshipFlexible hoursNight shiftAmazon
Nashville, TN4 days ago$84.91k - $146.14k
...Manager- Parking Revenue & Strategy is responsible for the supervision... ...to organizational financial needs.Problem Solving: Skill... ...managing others, including planning work, providing direction, motivating... ...Association of Airport Executives (AAAE).Job SummaryRequisition...Full timeContract workLocal areaMetropolitan Nashville Airport Authority
Nashville, TN5 days ago$188.1k - $256.2k
...corporate recovery, restructuring, exit strategies, non-performing or distressed... ...priorities are established, implementation plans are developed and executed, and projects meet client... ...creditor negotiation and settlement, financial modeling, financial statements and projections...Full timeContract workLocal areaFlexible hoursArmanino
Nashville, TN1 day ago- ...role combines catalog expertise, marketing strategy, project management, and business... ...Growth & Commercial Strategy – Develop and execute catalog growth strategies designed to maximize... ...catalog opportunities and create plans to unlock incremental value through marketing...Summer workImmediate startFlexible hours
600 UMG Recordings Inc
Nashville, TN2 days ago $134k - $348.5k
...Services - Managed Service Management and Strategy - Director, you will lead the strategic... ...- Leading the strategic direction and execution of managed services to enhance client operations... ...leadership in managed services for financial sectors- Leading business transformation...Full timeH1bPwC
Nashville, TN3 days ago- ...Position Summary The Service Strategy Senior Manager is a client-facing... ...service strategy at the executive level and leading cross-functional... ..., and phased migration planning of AI use cases, balancing business... ..., forecasting, and ongoing financial managementChampioning AI-...Seasonal workLocal areaVisa sponsorship
Deloitte
Nashville, TN4 days ago $183.4k - $322.1k
...Summary Position Summary The Service Strategy Manager, Consumer is a client-facing... ..., AI and technology fluency, consulting execution, and Consumer commercial knowledge to help... ..., dependency management, and execution planning to drive delivery with speed and...Seasonal workLocal areaVisa sponsorshipDeloitte
Nashville, TN4 days ago- ...the intersection of enterprise strategy, commercial growth, operating... ...choices translate into execution across marketing, sales, operations... ...quality, timeliness, financial performance, and risk management... ...priorities, and benefit-realization plans.Shape reinvention programs...Full timeLive inWork at officeLocal area
Accenture
Nashville, TN4 days ago - ...look at this job description and send us your resumé. Website Strategy ManagerLocation: Nashville, TN or Memphis, TNDepartment:... ...Strategy updates for key clientsYou will lead the development, planning, and execution of website strategies that drive performance and align with...
Speak Creative
Nashville, TN5 days ago $300k
...million in annual revenue and a strategic plan to grow to $100 million over the next... ..., the company is seeking a strategic financial executive to help guide the next chapter of the company... ...coordination. Develop financial strategies that support sustainable growth and...For contractorsWork at office$112.1k - $225.5k
...engagements, supporting clients with financial planning, forecasting, valuation, and transaction... ...to develop insights and recommend strategies aligned to client objectives.Supports... ...analyses, presentations, and materials for executive, board, and management audiences....Full timeWork experience placementInternshipLocal areaRSM International
Nashville, TN3 days ago- ...Interim Director of AI Strategy About the Company A global transportation... ...AI Strategy Director / Head of AI to lead the definition... ...and working closely with the Executive Leadership Team to identify... ...environments such as financial services or trading firms is...Interim role
- ...oversees core accounting and financial reporting functions, supports budgeting and financial planning, coordinates audit and tax compliance... ...budgeting, cost containment strategies, new system/policy/procedure... ...driven, school-centered, and executed with the needs of each...Summer workWork at officeRemote workFlexible hoursWeekend work
Ensworth School
Nashville, TN5 days ago $163.4k - $322.1k
...technologies, and formulate consumer-driven strategies to engineer a digitally enabled,... ...marketing strategy expertise, consulting execution, and Health Care commercial acumen to help... ...research, customer data, market data, financial information, and performance metrics·...Local areaFlexible hoursDeloitte
Nashville, TN2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Head of Financial Planning Strategy & Execution. Be the first to apply!
Related searches
- sales finance manager Nashville, TN
- senior manager financial planning & analysis Nashville, TN
- complex director of finance Nashville, TN
- interim finance manager Nashville, TN
- director of finance and human resources Nashville, TN
- global finance director Nashville, TN
- director of finance and administration Nashville, TN
- sr finance manager Nashville, TN
- senior finance director Nashville, TN
- entry level finance manager Nashville, TN