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Apogem Capital · 19 hours ago

Corporate Vice President, Strategic Initiatives Lead - Retail Annuities

New York, NY

Full-time

Hybrid

Mid, Senior Level

$160K/yr - $220K/yr

7+ years exp

Apogem Capital is a company that is committed to shaping the future of the financial services industry. They are seeking a Corporate Vice President of Strategic Initiatives to lead high-impact initiatives within the Retail Annuities business, providing strategic insights and collaborating across functions to drive long-term growth and operational effectiveness.

Financial Services

Responsibilities

Lead or co-lead Retail Annuities initiatives such as new business model assessments, product or distribution strategy design, digital enablement programs, and operating model transformations

Structure, manage, and deliver complex, cross-functional projects with clear ownership, timelines, and measurable outcomes

Prepare high-quality executive materials and presentations to communicate recommendations, progress, and impact to senior stakeholders

Partner with RA leadership and the Strategy team to shape and evolve the business’s long-term strategic direction in alignment with enterprise priorities

Conduct analyses and synthesize insights on market dynamics, competitive positioning, distribution trends, and product opportunities to inform strategic decision-making

Serve as a thought partner to senior leaders, bringing analytical rigor, structured thinking, and a forward-looking perspective to key strategic questions

Partner with key business functions (e.g., Product, Distribution, Operations, Marketing) to align and integrate strategic priorities

Build strong relationships across teams to ensure coordinated execution and alignment on strategic outcomes

Provide data-driven insights and recommendations to business leaders to inform critical decisions that impact growth, profitability, and operational efficiency

Qualification

Strategic initiatives leadershipBusiness transformationAnalytical skillsFinancial services experienceManagement consulting experienceMBAAdvanced degreeCommunicationCollaborative leadershipProblem-solving skills

Required

7+ years of experience in strategy, management consulting, corporate development, or business transformation, ideally within financial services or insurance

Proven track record of leading strategic initiatives or business transformations from concept through execution

Strong analytical and problem-solving skills, with the ability to structure complex issues and synthesize insights into clear, actionable recommendations

Excellent communication and presentation skills, with the ability to influence and engage senior stakeholders

Strong business judgment, strategic curiosity, and ability to thrive in a dynamic, matrixed environment