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 1 day ago
Similar jobs that could be interesting for youBased on the Head of Financial Planning Strategy & Execution in Jacksonville, FL vacancy
- ...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
$170k - $300k
...negotiation may be necessary. Responsible for executing functional strategy in area managed. Determines approach... ...for end results, budgeting, planning, policy formulation and contribution... ...experienceExperience working within financial services and analyticsExperience...SuggestedFull timeWork at officeCitigroup
Jacksonville, FL1 day 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...SuggestedFlexible hours
$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...SuggestedLocal areaShift workDeloitte
Jacksonville, FL1 day 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
Jacksonville, FL3 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
- ...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
Jacksonville, FL3 days ago - ...AllegrettiHiring Manager: Kristen EstesThe Manager, Financial Planning & Analysis is responsible for leading the... ...resource allocation decisions, and cost management strategies.Assist in preparation of executive-level presentations and financial analyses for senior...Full timeLocal area
Genesee & Wyoming
Jacksonville, FL3 days ago - ...achieve business objectives. From strategy to technology to operations,... ...objectives, requirements, and delivery plans; managing solution architecture planning through execution, delivery, and post-... ...drive strategic value through financial planning, forecasting, and analytics...Local areaVisa sponsorship
Deloitte
Jacksonville, FL5 days ago - ...managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all... ...provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through...Temporary workWork experience placementLocal area
Chase
Jacksonville, FL1 day ago $163.4k - $322.1k
...Engineering Transformation-Strategy Growth and Transformation Technology... ...can help clients improve financial performance, accelerate new... ..., Operations and Strategy executives, working on complex... ...will be part of engagement planning which includes defining deliverables...Local areaFlexible hoursDeloitte
Jacksonville, FL2 days ago$120k - $140k
...Technology. The Manager, Digital Media Strategy sits at the intersection of paid media... ...owning the strategy, recommendations, planning, execution, and performance of digital media... ...with minimal direction.B2B experience in financial services, data, or technology industries...Full timeShift workBlack Knight Financial Services
Jacksonville, FL4 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
Jacksonville, FL5 days ago- ...litigation, and regulatory compliance across a broad business landscape. Working with executive leadership, you will guide critical business decisions and ensure legal strategies align with organizational objectives, with success measured by risk management and...
$55k
...Chief Financial Officer Year Up United is on a mission to end... ...help employers rethink talent strategies while continuing to scale its... ...Officer to join the Executive Team at a critical inflection... ...key decisions Financial Planning & Performance Lead annual...Full timeInternshipWork at officeYear Up
Jacksonville, FL3 days ago$102.5k - $171k
...implementation for technology strategy at Deloitte and drives the... ...management, including reporting, planning, and knowledge management.... ...+ years of project / program financial management (e.g., Planning, Forecasting... ...skills and strong executive presence.Strong MS PowerPoint...Temporary workWork at officeRemote workWork from homeVisa sponsorshipDeloitte
Jacksonville, FL4 days ago- ...seeking a strategic Chief Financial Officer (CFO) to join their executive leadership team. They... ...all aspects of financial planning, operations, compliance,... ...the CFO will drive growth strategy, support informed... ...Partner with department heads to align financial and operational...Full timeLocal areaImmediate startRelocationRelocation package
Emerald Lane Recruitment
Jacksonville, FL4 days ago - ...improving and implementing innovative financial strategies within the finance and accounting functions... ...team reporting to the President/Chief Executive Officer. The CFO will provide... ...for the financial activities, including planning, controlling, and directing the Credit...
JSpire Recruiting
Jacksonville, FL4 days ago $93k - $191k
...Summary Campaign Marketer Manager - Strategy & Transactions If you’re a marketer, creative... ...principles in the successful creation and execution of marketing campaignsOversee the development of channel activation plans, including a client targeting strategy and customer...Work at officeDeloitte
Jacksonville, FL4 days ago$102.5k - $188.9k
Position Summary Talent Manager, Strategy, Growth and Transformation Operate at the center of Deloitte’s Talent Architecture &... ...and vision by leading the governance intake, evaluation, and execution of framework revisions and market sensing insights. As a Talent...Deloitte
Jacksonville, FL18 hours ago- ...Position Summary The Service Strategy Senior Manager is a client-... ...service strategy at the executive level and leading cross-functional... ..., and phased migration planning of AI use cases, balancing business... ..., forecasting, and ongoing financial management Championing AI-...Seasonal workVisa sponsorship
- ...Chief Financial Officer (CFO) About the Company Innovative biotechnology... ...CEO and Board in defining and executing financial and capital markets strategy. This includes leading budgeting,... ...forecasting, and long-range financial planning that is aligned with clinical and...
- ...Executive Director, Financial Lines About the Company Growing insurance brokerage specializing in financial lines and executive liability coverage. Industry Insurance Type Privately Held About the Role The Company is in search of an Executive Director...
- ...Chief Financial Officer (CFO) About the Company Fast-growing company... ...Officer (CFO) to join its executive leadership team. The CFO will... ..., driving the financial strategy, operations, and long-term value... ...candidate will be adept at financial planning, and be able to scale the...
- ...Head of Finance About the Company A contract-based construction business driving financial strategy and organizational growth. Industry Construction... ...comprehensive financial planning, analysis, and reporting... ...collaborating with executive leadership to align...Contract workRemote work
$155.6k - $306.8k
Position Summary Our Deloitte Strategy & Transactions team helps guide clients through... ...them navigate challenges, avoid financial pitfalls, and implement practical solutions... ...(Fin & Ops) team helps clients plan and execute finance activities across the transaction...Local areaDeloitte
Jacksonville, FL2 days ago- ...63Summary REQUIRED Leads the financial evaluation of strategic projects... ...Division and to Energy and executive leadership, translating... ...rigorous business casing, scenario planning, and forward-looking... ...Operations, Commercial, Engineering, Strategy, and functional teams to source...Contract workWork at officeFlexible hours
Mindlance
Jacksonville, FL4 days ago $170k - $190k
...phase of growth. This is an executive-level opportunity for a hands... ...operational excellence, financial discipline, AI-driven automation... ...leader ✔ Driving financial planning, forecasting, cash flow, and... ...Opportunity to influence company strategy and long-term growth...Temporary workRemote workTalent Harbor
Jacksonville, FL8 hours ago$134.5k - $265.1k
...Position Summary Cyber Security & Risk Strategy Manager Our Deloitte Cyber team understands... ...transformation initiatives, and driving execution against critical priorities. This role... ...phasesExperience in structured problem-solving, financial analysis, and executive...Local areaVisa sponsorshipDeloitte
Jacksonville, FL1 day 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 Jacksonville, FL
- senior manager financial planning & analysis Jacksonville, FL
- complex director of finance Jacksonville, FL
- director of finance and human resources Jacksonville, FL
- global finance director Jacksonville, FL
- director of finance and administration Jacksonville, FL
- sr finance manager Jacksonville, FL
- senior finance director Jacksonville, FL
- entry level finance manager Jacksonville, FL
- finance accounting manager Jacksonville, FL