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 22 hours ago
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