Apogem Capital · 1 day ago
Corporate Vice President, Strategic Initiatives Lead - Retail Annuities
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
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
Preferred
MBA or advanced degree preferred
Benefits
Leave programs
Adoption assistance
Student loan repayment programs
Company
Apogem Capital
Apogem Capital is an alternatives investor, with decades of experience investing in the middle market.
Funding
Current Stage
Growth StageRecent News
AltAssets Private Equity News
2025-11-26
2025-11-24
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