Director Of Strategy jobs at National Insurance Services - 137 jobs

A leading global asset management firm in Chicago is seeking a Head of Risk Management. The ideal candidate will have at least 10 years of experience in investment risk management, overseeing both financial and non-financial risks. Responsibilities include ensuring compliance with investment mandates, conducting risk reviews, and managing risk reporting. Candidates should possess strong analytical and communication skills, alongside a degree in a relevant field. This role offers a competitive salary ranging from $190,000 to $250,000 annually, with additional benefits and bonuses. #J-18808-Ljbffr

A leading insurance and risk management firm in Chicago is seeking an Enterprise Risk Management Consulting Director. This role requires driving the implementation of ERM practices, identifying and quantifying risks while collaborating across business units. The ideal candidate will have over ten years of experience in risk management, excellent analytical skills, and the ability to foster partnerships. Join a supportive culture that prioritizes employee wellness and offers a comprehensive benefits package. #J-18808-Ljbffr

Director - Sales Commission Operations page is loaded## Director - Sales Commission Operationslocations: GRAND RAPIDS, MI: CHICAGO, ILtime type: Full timeposted on: Posted Todayjob requisition id: JR110655## **Job Description****About Acrisure**A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services - and more.In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.**Job Summary:**Acrisure is seeking a **Director - Sales Commission Operations** to join our growing team in Grand Rapids, MI. This role will be responsible for managing and administering operational sales programs in conjunction with operational leaders, legal, finance, compliance, and human resources functions. This role requires close collaboration with cross-functional teams, senior leaders, and others to drive seamless integration and consistent application of compensation policies.**Responsibilities:*** Work closely with departments like finance, accounting, and HR to ensure seamless integration and consistent application of compensation policies.* Oversee the accurate and timely calculation and payout of sales commissions, manage commission tables, and ensure compliance with policies.* Investigate and address commission disputes, providing clear communication and justifications for decisions.* Continuously review and enhance the processes and systems that support sales compensation administration.* Generate detailed reports on sales performance and compensation data, providing insights to NAR leadership.* Partner across Legal Operations, Risk, and HR teams to establish program governance and processes to improve visibility, efficiency, and decision-making.**Requirements**Required Qualifications* Strong collaborator who quickly builds trust and effective working relationships with senior leaders, sales employees, attorneys, and cross-functional partners.* Excellent written and verbal communication skills, including the ability to distill complex legal or regulatory concepts into clear, actionable information for varied audiences.* Proven ability to synthesize data and metrics into meaningful insights and impactful executive reporting.* Motivated self-starter who anticipates needs, drives solutions, and identifies opportunities to enhance commission processes.* Ability to manage multiple priorities and work effectively with teams across geographies and time zones.**Education and Experience:**Required Qualifications* Bachelor's degree in Business, Accounting or a related field.* 5+ years of experience managing and leading cross-functional projects or programs in an operations, legal, compliance, or accounting environment.* Experience in accounting and/or sales/commission processes required.* Strong Microsoft Office skills required, including Excel and PowerPoint.* Experience utilizing Epic preferred.* Global or multinational experience a plus.#LI-Hybrid#LI-BT2Pay Details:The base compensation range for this position is $179,010 - $242,190. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.**Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.****Why Join Us:**At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.**Employee Benefits**We also offer our employees a comprehensive suite of benefits and perks, including:* **Physical Wellness:** Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.* **Mental Wellness:** Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.* **Financial Wellness:** Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.* **Family Care:** Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.* **… and so much more!***This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.***Acrisure is an Equal Opportunity Employer.** We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting *********************.**California Residents:** Learn more about our privacy practices for applicants by visiting the .**Recruitment Fraud:** Please visit here to learn more about our .**Welcome, your new opportunity awaits you.** #J-18808-Ljbffr

A leading health insurance company is seeking a strategic leader accountable for driving insights that inform competitive positioning across government programs like Medicare and Medicaid. The ideal candidate will need a Bachelor's degree and 7+ years of experience in market research within health insurance. Key responsibilities include designing market research, synthesizing insights, and collaborating with stakeholders to enhance decision-making. This role offers a competitive salary range of $112,443.00-$161,738.53 with comprehensive benefits. #J-18808-Ljbffr

A leading global fintech firm is seeking a Director of Sales Commission Operations based in Chicago, IL. This role involves managing sales commission programs, collaborating with finance and HR, and enhancing processes for better efficiency. Candidates should have a Bachelor's degree in Business or Accounting with 5+ years in cross-functional project management. Excellent communication skills and proficiency in Microsoft Office, especially Excel, are essential. Competitive salary and comprehensive benefits package offered. #J-18808-Ljbffr

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services - and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking a strategic and hands-on Head of ERM Governance and Reporting to lead the development and execution of our enterprise risk framework. This role ensures robust risk governance, compliance, and operational resilience across the organization. Responsibilities: * Design and implement a best-in-class enterprise risk framework, including a risk taxonomy, embedding of the risk and control self-assessment process, risk incident and issues management, operational resilience practices, product governance, and more. * Support the development and implementation of enterprise risk policies, procedures, training materials, key risk indicators, key performance indicators and appetite statements. * Oversee, drive and lead the Operational Risk Management Framework. * Oversee risk governance, including committee agendas, documentation, and annual refresh of risk appetite statements. * Conduct an independent review of enterprise risk management across the 1st and 2nd lines and ensure compliance with industry standards. * Develop and maintain a country risk assessment framework to analyze and assess geopolitical, economic, and regulatory risks associated with operating in various countries. * Lead relevant stakeholders to create an ESG framework that complies with applicable laws, reflects Acrisure's values and assesses ESG risks and opportunities. * Produce aggregate risk profile reporting at the parent company level, supported by the assessment unit risk profiles. * Act as a liaison with regulatory bodies, auditors, and other external stakeholders regarding risk management practices and compliance matters. * Identify, assess, and prioritize operational risks affecting the organization and provide key operational risk insights. * Report and advise on operational risk related matters to internal and external stakeholders. * Analyze business processes to evaluate the effectiveness of the relevant controls. * Ensure quality standards are achieved in development and maintenance of program documentation. * Collaborate with legal and compliance teams to address regulatory requirements. Requirements Education: Required Qualifications * Bachelor's or advanced degree in a relevant field (e.g., Risk Management, Business Administration). Experience: Required Qualifications * Minimum of 15 years of experience in designing and implementing corporate-wide risk management systems and reporting for complex, multi-faceted organizations. * Sufficient breadth and depth of Enterprise Risk Management experience to make critical assessments and sound business decisions, including risk governance, risk taxonomy, risk appetite, risk and control self-assessments, issues, incidents, fraud, business resilience, third-party and model governance. * Strong knowledge of relevant regulations and industry standards. * Experience with GRC implementation. * Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook) Preferred Qualifications * Working knowledge of commercial insurance. * Experience working with Workday, Monday.com. Skills: Required Qualifications * Exceptional leadership, communication, and stakeholder management. * Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectives. * High sense of urgency and ability to work within and meet deadlines. * Excellent time management and organizational skills. * Attention to detail and commitment to a high level of accuracy. * The ability to multi-task, prioritize, work independently, and use discretion surrounding sensitive information. #LI-MV1 #LI-Onsite Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Pay Details: The base compensation range for this position is $205,000 - $278,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Why Join Us: At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York. Employee Benefits We also offer our employees a comprehensive suite of benefits and perks, including: * Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time. * Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription. * Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs. * Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage. * ... and so much more! This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location. Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting *******************. California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice. Welcome, your new opportunity awaits you.

This is a Boston based position. Candidates who reside within 50 miles of Boston, MA will follow a hybrid schedule, coming into the office two days per week. As a member of the Global Brand & Communications team, the Sr. Marketing Manager will assist with the development and management of integrated marketing plans, primarily focused on employee engagement. This role is key in developing marketing programs that promote brand awareness and consideration among prospective talent, in addition to programs that educate, engage and inspire action amongst internal employees, positioning Liberty Mutual as a great place to work. Partnering with internal stakeholders across the enterprise, you will develop and execute integrated marketing campaigns and evaluate their effectiveness. Responsibilities: Strategic management of integrated marketing initiatives: Proactively leads integrated campaigns from strategic planning to execution, bringing multiple stakeholders and channels together to build an integrated marketing plan that supports goals. Responsible for gathering ongoing performance data and working closely with measurement and analytics teams to synthesize Provides inputs into program/project strategy, rooted in best practices and historical performance Supports budget management of marketing campaigns Partnership Collaboration: Manage relationships with internal stakeholders to drive integrated plan and execution forward, delivering on identified opportunities and objectives Manage relationships with business partners, exercising exceptional account management skills Partners closely with internal teams inside and outside of GB&C (Social Media, PR, Communications, Creative, Inclusive Experience, Employee Engagement, Community Investments and more) to support plan objectives Integrated Project Management: Demonstrate best-in-class project management skills from project start through completion Manage integrated team, inclusive of owning status documents, leading team meetings, managing internal teams to ensure timely production and delivery of work, managing internal project portal (Teams site) and more. The process includes managing creative kickoff of assignment, conducting reviews/approvals, delivery of feedback to creative team, oversight of production and final asset delivery to partners. Ensure projects are completed within the desired budget, schedule, and quality standards Proactively look for ways to improve existing processes and drive optimizations, while ensuring deliverables are in alignment with our enterprise brand Identity and Values Qualifications Bachelor's degree with a concentration in Marketing or Communications preferred or equivalent experience required; minimum 8 years of relevant project management or agency account management experience with a solid background in integrated marketing; Prior advertising or creative agency experience preferred Strong organizational, coordination, project management, and analytical skills, with strong attention to detail Requires expertise in all areas of marketing and the ability to integrate Strong ability to present work and lead meetings Proactive problem solver, with the ability and willingness to jump right in Excellent written and oral communication skills are required Budget management experience preferred About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded inevery aspect of our culture and reflected in everyday interactions. This comes to life through comprehensivebenefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: ****************************** Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco #J-18808-Ljbffr

A leading insurance company is seeking a Relationship Manager to oversee critical partnerships and drive innovation in business growth. Responsibilities include managing B2B2C relationships, building connections among team members, and utilizing data analytic tools like PowerBI for effective decision-making. Ideal candidates will possess strong negotiation skills, advanced communication abilities, and relevant experience in the insurance industry. This role is essential for facilitating collaboration and achieving shared objectives within a dynamic environment. #J-18808-Ljbffr

At Pave, we're building the industry's leading compensation platform, combining the world's largest real-time compensation dataset with deep expertise in AI and machine learning. Our platform is perfecting the art and science of pay to give 8,500+ companies unparalleled confidence in every compensation decision. Top tier companies like OpenAI, McDonald's, Instacart, Atlassian, Synopsys, Stripe, Databricks, and Waymo use Pave, transforming every pay decision into a competitive advantage. $190+ billion in total compensation spend is managed in our workflows, and 58% of Forbes AI 50 use Pave to benchmark compensation. The future of pay is real-time & predictive, and we're making it happen right now. We've raised $160M in funding from leading investors like Andreessen Horowitz, Index Ventures, Y Combinator, Bessemer Venture Partners, and Craft Ventures. The Market Data Strategy and Ops Team @ Pave Pave is building the largest real-time compensation market dataset, and our strategy and operations team drives this goal forward. We partner with customers, R&D, and Pave's leadership to determine the why, when, and how for our biggest data challenges while leading the execution of solutions. This role will primarily focus on accelerating customer data acquisition, while also supporting data throughput, product strategy, and other key initiatives. What You'll Do Acquire and onboard MM+ tech companies as data partners through targeted outreach campaigns, converting prospects into actively engaged platform users Shepherd customers through technical integration from initial setup to full deployment, maintaining ownership of the entire journey and driving high completion rates Lead enablement initiatives and strategic reviews with enterprise clients to maximize platform utilization, strengthen relationships, and secure long‑term retention Uncover cross‑sell opportunities by identifying adjacent product needs during data engagements, then qualifying and referring prospects to Account Executive teams Develop scalable frameworks and protocols working alongside Data and RevOps to streamline integration workflows, flag at‑risk accounts early, and create repeatable handoff processes Champion Pave's data value proposition by crafting compelling narratives that resonate with compensation leaders and position the platform as mission‑critical infrastructure Build and optimize conversion funnels through disciplined prospecting, systematic qualification, and metrics‑driven pipeline management across all customer touchpoints What You'll Bring Customer Success and Enablement: Deep expertise in driving product adoption and usage through systematic enablement programs, with experience managing customer lifecycle from onboarding through expansion Technical Integration Partnership: Strong ability to collaborate with customer technical teams and internal product/engineering to ensure seamless data integrations and ongoing platform optimization Pipeline Development and Qualification: Demonstrated skills in prospecting, lead qualification, and systematic pipeline management with measurable conversion metrics Cross‑Functional Revenue Generation: Track record of identifying and developing opportunities across multiple product lines, with ability to effectively hand off qualified leads while maintaining relationship ownership Data Storytelling and Evangelism: Expertise in translating complex data insights into compelling business narratives that drive customer engagement and platform adoption Consultative Relationship Building: Proven ability to build trusted advisor relationships with C‑level executives and compensation leaders through strategic business reviews and thought leadership Metrics‑Driven Growth Mindset: Strong analytical capabilities with experience building and optimizing conversion funnels, customer success metrics, and revenue attribution models Compensation, It's What We Do. Salary is just one component of Pave's total compensation package for employees. Your total rewards package at Pave will include equity, top‑notch medical, dental, and vision coverage, an unlimited PTO policy, and many other region‑specific benefits. Your level is based on our assessment of your interview performance and experience, which you can always ask the hiring manager about to understand in more detail. This salary range may include multiple levels. The targeted cash compensation for this position is (level depends on experience and performance in the interview process): $180k OTE Life @ Pave Since being founded in 2019, Pave has established a robust global footprint. Headquartered in San Francisco's Financial District, we operate strategic regional hubs across New York City's Flatiron District, Salt Lake City, and the United Kingdom. We cultivate a vibrant, collaborative workplace culture through our hybrid model, bringing teams together in‑person on Mondays, Tuesdays, Thursdays, and Fridays to foster innovation and strengthen professional relationships. Benefits @ Pave At Pave, career advancement drives everything-roles expand, responsibilities deepen, and compensation rises alongside your professional growth. What we provide Complete Health Coverage: Comprehensive Medical, Dental and Vision coverage for you and your family, with plenty of options to suit your needs Time off & Flexibility: Flexible PTO and the ability to work from anywhere in the world for a month Meals & Snacks: Lunch & dinner stipends as well as fully stocked kitchens to fuel you Professional Development: Quarterly education stipend to continuously grow Family Support: Robust parental leave to bond with your new family Commuter Assistance: A commuter stipend to help you collaborate in person Vision - Our vision is to unlock a labor market built on trust Mission - Our team's mission is to build confidence in every compensation decision Are you ready to help our customers make smarter, more effective compensation decisions? Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in Pave's Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows: A 'disabled veteran' is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A 'recently separated veteran' means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An 'active duty wartime or campaign badge veteran' means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An 'Armed forces service medal veteran' means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 How do you know if you have a disability? A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. 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A leading compensation platform provider in New York is seeking an expert in customer success and technical integration. This role is crucial for onboarding tech companies as data partners and ensuring high utilization of the platform. Candidates should have a track record in driving product adoption and building relationships with technical teams. The position offers competitive compensation and a vibrant work culture. #J-18808-Ljbffr

Are you ready to lead one of Liberty Mutual's most strategic partnerships and make an immediate impact on growth? This is your chance to expand our Personal Lines relationship with a large external Agency - a high-volume, high-impact partnership that fuels our omni-channel distribution strategy. In this role you'll be the go-to Relationship Manager driving innovation, profitability, and collaboration across two industry giants. Key Responsibilities Manage and grow B2B2C: independently manage a key strategic relationship, driving new business, profitability, and retention. Build relationships: cultivate strong connections across organizational levels - from frontline agents to senior leaders - adapting communication for diverse audiences. Champion collaboration: foster teamwork internally and externally, influencing and advocating for both Liberty Mutual and the partner to achieve shared goals. Analytical problem solving: conduct analyses and drive data‑driven decisions from reporting; experience with PowerBI is required. Proven ability to proactively identify trends and implement solutions through compelling storytelling. Team leadership: collaborate with a geographically dispersed team of Relationship Managers, Analysts, & Product Owners to optimize processes, troubleshoot issues, and maintain alignment. Product expertise: have the aptitude to quickly learn Liberty's personal lines products and systems, as well as the custom partner's sales integration. Balance win now and vision: anticipate trends and effectively prioritize trade‑off decisions with scarce resources while setting a clear direction for future needs. What We Are Looking For Proven experience managing complex, high‑volume partner or client relationships in insurance or related industries. Entrepreneurial spirit and eagerness to learn in a fast‑paced environment. Ability to work independently, prioritize competing demands, and solve problems creatively and decisively. Excellent interpersonal communication skills with the ability to adapt style for diverse audiences. Analytical skills and comfort working with data; experience using PowerBI or similar tools is required. Familiarity with insurance call center operations, agency workflows, and P&L management is highly desirable. Collaborative mindset with a passion for driving business results through cross‑functional teamwork. Qualifications Bachelor's degree or equivalent experience required. Advanced degree such as MBA and/or CPCU certification preferred. Demonstrated ability to exercise advanced negotiation skills and resolve complex business issues with internal and external parties. Advanced knowledge of marketing practices and insurance products as demonstrated through the ability to present products and recommend marketing initiatives to clients. Excellent verbal and written communication skills. Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. #J-18808-Ljbffr

A leading insurance company in Boston seeks a Director of User Research to join the Experience Research team. This role involves leading a team to enhance customer experiences and collaborating closely with cross-functional teams. The ideal candidate has 8+ years of UX research experience and is skilled in qualitative and quantitative methods. Strong communication skills and expertise in data storytelling are essential. The position offers competitive compensation, benefits, and a commitment to an inclusive workplace. #J-18808-Ljbffr

Hi, we're Oscar. We're hiring a Director, Corporate Strategy to join our Corporate Strategy. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves-one that behaves like a doctor in the family. About the role: As a Director, Corporate Strategy you will play a critical role in shaping the company's corporate strategy, helping to determine the course the company will take to maximize enterprise value and growth. You will leverage their expertise in strategic finance and business development to evaluate and complete key initiatives, including M&A, partnerships, and other cross-functional strategic projects. This position is perfect for a strategic leader who excels at building robust business cases and translating complex analyses into actionable financial strategies. You will report into a Senior Director, Corporate Strategy. Work Location: This position is based in our New York City office, requiring a hybrid work schedule with 3 days of in-office work per week. Thursdays are a required in-office day for team meetings and events, while your other two office days are flexible to suit your schedule. #LI-Hybrid Pay Transparency: The base pay for this role is: $192,000 - $252,000 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program, company equity grants and annual performance bonuses. Responsibilities: Execute strategic initiatives including M&A, partnerships, and new business initiatives, from initial evaluation to successful integration. Conduct in-depth financial analysis and modeling, including scenario analysis, economic modeling, and financial projections to inform capital allocation and decision-making. Create and present compelling strategic recommendations to the executive team, detailing the financial and operational rationale behind major corporate initiatives. Partner with cross-functional teams (Finance, Legal, Operations) to structure and negotiate deals, ensuring financial and strategic alignment. Monitor market trends, competitive trends, and the healthcare innovation landscape to identify new growth opportunities. Define and track key performance indicators to measure the success of strategic initiatives post-execution. Serve as a key point of contact for external partners and advisors. Compliance with all applicable laws and regulations. Other duties as assigned. Requirements: Bachelor's degree in Finance, Economics, or a related field or 4+ years of commensurate experience. 8+ years of experience in a corporate strategy, strategic finance, banking, or related role within the healthcare industry. Demonstrated experience in developing complex business cases and financial models to support major corporate decisions. Demonstrated experience directly influencing and advising at the executive level on major financial and strategic initiatives. Bonus points: MBA or Master's degree from a top-tier program. Proven track record of successfully contributing to and executing significant strategic transactions and growth initiatives. This is an authentic Oscar Health job opportunity. Learn more about how you can safeguard yourself from recruitment fraud here. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team (accommodations@hioscar.com) to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Company:LippincottDescription: At Lippincott, we partner with brands to navigate exciting growth moments in their journey- whether it be new products, new audiences, or entirely new eras. Our teams explore industries like retail, automotive, payments, tech, airlines (and even outer space). But no matter the vertical, we pride ourselves on giving our clients authentic, creative, and modern brand strategies (positioning, architecture, experience, design, and creative) that break through the noise while driving business objectives. The opportunity for brands to melt into the fabric of our everyday lives (physically and digitally) has never been greater. It's why we are growing our marketing capability to help brands be truly alive in the world. Through everything from campaigns to social to events to employee engagement, we're advising our clients on how to push the boundaries of their multi-channel brand strategy to reach their audiences where they are and stay ahead of fast-paced landscape. That's where you come in. We're looking for a creative and entrepreneurial strategist that can help us grow our marketing capability and shape some of the world's most powerful brands. You'll have the opportunity to work across diverse client brands while also bolstering the profile of the Lippincott brand across channels. So, tell us… are you: Chronically online? Obsessed with cultural trends? Equally imaginative and rigorous? Excited by helping established brands show up in unexpected ways? A self-starter who balances collaboration and conviction? If so, give us a shout. Key responsibilities Be a subject matter expert in social and digital marketing for the firm Partner across strategy, design, and experience teams to prove the extendibility of our brand recommendations, teeing up brand-authentic opportunities to activate across traditional and emerging channels (owned, paid media, events, sponsorship, influencer, etc.) Craft creative briefs to guide how the brand comes to life across channel-specific assets, not only leading to great work, but elevating the potential to earn media and breakthrough in culture Be the master architect of marketing strategies and activation roadmaps to ensure that brand recommendations are executed flawlessly at launch and beyond Develop channel-native messaging and creative, guiding teams on how to flex the brand personality across to optimize for the cultures and customs of each channel and their audiences Advise clients on how to define, measure and track success of recommendations within each channel in support of the business and brand strategy Collaborate with media partners to plan and execute paid media strategies Contribute to Lippincott's own social channels to meet the firm's broader marketing objectives Qualifications 10+ years of experience with brand marketing, social media strategy, connections strategy, comms planning, or engagement strategy (portfolios and examples of work are welcome to support quality of experience if number of years is below 10) 3+ years of people management experience Ability to convey complex ideas and plans simply, beautifully and effectively Ability to influence/manage senior leadership internally and externally up to C-Suite executives Experience developing and executing large-scale or global integrated marketing campaigns (online/offline advertising, web, events) for both B2B and B2C brands Experience partnering with and managing external companies (partners, agencies, vendors, retailers) Demonstrated experience utilizing consumer research and data to drive actionable insights to inform marketing strategy and improve the consumer experience Experience developing high performing social / digital content (including fluency with content creation tools like CapCut, Canva, Final Cut Pro, or Adobe Premiere Rush) Exceptional creative writing skills and an ability to develop brand-aligned social copy Additional Qualifications: Experience partnering with global Fortune 500 brands Passion for culture inclusive of music, art, fashion and sport discourse Ability to present to and influence at all levels of an organization Ability to work in a fast-paced, dynamic environment About Lippincott Lippincott is a global brand, marketing and experience consultancy committed to helping companies address their most complex brand challenges. Identifying fresh opportunities and realizing brand possibilities is our specialty. Since 1943, Lippincott has produced lasting, transformative impact for clients across a range of sectors. As part of the Oliver Wyman group, Lippincott brings high-caliber industry and operational insights into our work, blending a management consultancy's strategic rigor with a proven legacy of design and creativity. Who We Are, Together… We promote a culture of collaboration and performance through our three core values: We demand better , reach higher, and expect more of ourselves and our colleagues. We demonstrate gratitude, offer support, and embrace optimism every day. We celebrate debate, discussion, disagreement, and feedback, with an open mind to new ways of thinking and doing. We act with passion, intention, and goodwill while building on and elevating everyone's contributions and sharing in our collective success. In our pursuit to produce meaningful change, we want our people to feel heard, respected and valued through our words and actions - goals we can only achieve with a sustained commitment to inclusion and belonging. We seek the best and brightest ideas from a variety of backgrounds and experiences because we know that's what it takes to continuously push the boundaries, solve our clients' most complex challenges, and foster an inspiring culture of rigorous creativity. We celebrate and leverage our differences and our commonalities so everyone feels safe, supported and encouraged to be wide open, to say “yes, and!” and to demand better of ourselves and one another. We aspire to be positive role models for inclusion at an individual level, corporate level, and societal level. The applicable base pay for this role is $130K - $150K. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position will be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health benefits, 401K savings as well as employee assistance programs. Lippincott is an Equal Opportunity Employer. All employment decisions at Lippincott are based on business needs, job requirements and individual qualifications without regard to race, national origin, age, religion or belief, sex, sexual orientation, gender identity, veteran or disability status or any other status protected by the laws or regulations in locations where we operate. We are committed to promoting a workplace that we are all proud to be a part of. #Lippincott Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Liberty Mutual Technology is in search of a Director of Strategy, Planning & Support to join our U.S. Retail Markets Technology Strategy & Planning team. This pivotal role involves steering our organization towards achieving its strategic objectives by optimizing portfolio management practices and ensuring effective governance of our technology initiatives. They will manage a team of talented individuals responsible for aligning technology efforts with business goals, driving continuous improvement, and enabling effective, efficient and consistent set of practices across the organization. This role provides a unique opportunity to lead and influence Liberty Mutual's technology strategy within U.S. Retail Markets Technology (USRM Tech), ensuring alignment with business objectives while enhancing organizational efficiency. As a key leader, you will play a critical role in shaping a future-ready technology strategy that positions Liberty Mutual for sustained success. Key Responsibilities: Strategic Portfolio Management (SPM) and Planning: Alignment and Execution: Lead the USRM Tech quarterly and annual strategic planning and rebalancing processes to ensure technology initiatives are prioritized based on strategic alignment to organizational goals Resource Planning and Investment Prioritization: Oversee team responsible for engineer resource forecasting and capacity planning to ensure teams are optimally aligned; partner with technology leaders to identify resource gaps and to ensure focus of delivery on the highest priority work. Strategic Roadmap and Planning: Lead process to develop and maintain comprehensive strategic roadmaps that align with company goals, market trends, and stakeholder priorities. Facilitate cross-functional collaboration to ensure roadmaps are actionable and measurable. Executive Reporting: Insightful Dashboards and Reporting:?Partner with Strategy & Planning Analytics team to prepare executive-level dashboards that provide a comprehensive view of portfolio performance and operational health metrics. Actionable Insights: Analyze data to generate actionable insights and strategic recommendations for stakeholders. Stakeholder Review: Lead consistent and effective communication with stakeholders to support informed strategic discussions and generate data-driven decisions. Team and Workforce Management: Talent Strategy and Development:?Partner with our talent organization to develop and execute on team level and talent management practices inclusive of capacity planning, workforce development, etc. in support of our multi-year business and technology roadmaps. Performance and Vendor Management: Oversee opportunities to optimize relationship with suppliers to ensure an optimal balance in controlling cost, mitigating risks, and ensuring quality delivery. Culture and Engagement:?Lead a team of strategic portfolio managers creating a culture of excellence, collaboration, and continuous improvement within the team. Process Improvement and Collaboration: Continuous Improvement: Continuously refine and lean out portfolio management processes, tools, and methodologies to increase efficiency, transparency, and responsiveness to changing business needs Feedback and Adaptation: Conduct retrospectives to gather feedback and adapt governance processes, ensuring agility and responsiveness. Intake and Triage of Requests to Departments: Efficient Request Management:?Manage the intake and triage of regular and ad-hoc requests to our technology teams engaging with requestors and relevant experts to minimize disruption to our teams while ensuring timely and accurate execution. Streamlined Execution: Develop streamlined processes for handling requests, enhancing organizational efficiency and effectiveness. Lead USRM Technology Strategic Portfolio Management team: People Leader: Lead a team of Strategic Portfolio Managers aligned to our technology domains; Monitor team effectiveness and addresses issues affecting team productivity; support team members in addressing or escalating issues to make the overall team more efficient. Practice Discipline: Work across Liberty Mutual Tech to develop a Community of Practice (CoP) among Strategic Portfolio Managers to share best practices and foster a culture of learning. Additional Categories: Change Management: Change Strategy Development: Design and implement change management strategies to ensure smooth transitions and successful adoption of new processes or initiatives in the Domains. Stakeholder Engagement: Work closely with stakeholders to understand their needs, address concerns, and ensure alignment with change initiatives. Performance Measurement and Metrics: Define Success Metrics: Establish key performance indicators (KPIs) to measure the success and impact of portfolio management activities. Regular Performance Reviews: Conduct regular reviews of portfolio performance against KPIs, adjusting strategies as needed to achieve desired outcomes. Technology Innovation: Emerging Technologies:?Stay abreast of emerging technologies and industry trends to identify opportunities for innovation and competitive advantage. Technology Advocacy:?Advocate for the adoption of new technologies or tools that can enhance portfolio management practices and outcomes. Qualifications Extensive Portfolio Management Experience: 15+ years of total experience, ten (10) of which includes strong project portfolio management, financial management, program management, or enterprise-level governance roles. Strategic and Analytical Acumen: Demonstrated strategic thinking, analytical, and problem-solving skills, with a proven track record of driving business growth through effective portfolio management. Communication Excellence: Strong verbal and written communication skills for effective interaction with senior cross-functional stakeholders. Proficiency in SPM Tools: Experience with Strategic Portfolio Management tools like Shibumi, Planview, and ServiceNow, with the ability to leverage these tools for delivering actionable insights. Thorough understanding of technological concepts, company practices and technology global operations Project management skills and the ability to handle multiple competing priorities Certification: PMP certification and/or other industry-recognized project management certifications, such as PMI Agile Certified Practitioner (ACP), or similar credentials highly preferred. Competencies typically acquired through a Bachelor`s or advance degree, or equivalent experience About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco We can recommend jobs specifically for you! Click here to get started.

Job DescriptionDescriptionAs a Business Development Strategist at ISG, a forward-thinking architecture and engineering firm since 1973, with a focus on healthcare, you will serve as the vital connector between client needs, geographic market opportunities, and multidisciplinary design expertise within our growing Healthcare Business Unit. Leveraging a deep understanding of the healthcare industry's evolving priorities; including funding models, data-informed strategies, operational workflows, and regulatory compliance, you will position ISG as a trusted partner to health systems, contractors, owner representatives, and vendors. This role is instrumental in driving strategic growth and expanding ISG's impact across the healthcare landscape. In this role, you'll work closely with Tarah Raaum, an industry leader and ISG's Healthcare Business Unit Leader, to drive both project acquisition and long-term client relationships. Together, you'll position ISG at the forefront of healthcare design-creating environments that enhance community health, elevate the patient and provider experience, and improve operational performance. Check out our recent projects: ISG Healthcare Portfolio Essential Duties Healthcare Intelligence: Has healthcare knowledge to make projects happen. Understands healthcare industry trends, regulatory changes, and the competitive positioning of A/E firms to guide pursuit strategies and ensure ISG is aligned with Client needs. Internal Strategic Alignment: Partners with ISG's business unit leader, practice group leaders, and marketing team to develop strategies for proposals, presentations, and interviews that resonate with client priorities and needs. Client Development: Builds and nurtures relationships with healthcare executives, facilities leaders, and C-suite decision-makers, identifying opportunities where design and engineering can add measurable value. Partners with Business Unit Leader to implement regional strategies by state. Brand Positioning: Elevates the firm's visibility through thought leadership, conference participation, and targeted campaigns, showcasing expertise in healthcare design. Ability to work in state markets as well as grow national presence. Collaboration: Acts as a bridge between healthcare business development and architecture and engineering technical teams, ensuring that client insights inform design solutions and that project successes translate into long-term partnerships and value. We've listed a compensation range that reflects our expectations for this role, including both direct and indirect components. We understand that your experience and value may fall outside of this range. If you feel you're a strong fit but your compensation needs differ, we're open to a conversation-let's talk. Skills, Knowledge and Expertise Bachelor's degree in Administration, Marketing, Communications, or similar field, required Degree in Masters of Business Administration, Masters of Healthcare Administration, Project Management, or Masters of Architecture, preferred Experience in the Architecture, Engineering, or Construction Management (AEC) industry, preferred 10+ years experience in Healthcare operations - strong knowledge of what drives capital projects and investment Strategic thinker with an entrepreneurial mindset and collaborative approach Proven ability to build strong client relationships and promote ISG's design solutions Exceptional communication skills-able to convey ideas empathetically, visually, and effectively in both written and verbal formats Preferred Industry Credentials and Affiliations. Active membership and participation in professional organizations such as: ASHE (American Society for Healthcare Engineering), including committee involvement, conference attendance, and speaking engagements FASHE (Fellow of the American Society for Healthcare Engineering) AIA (American Institute of Architects) ACHA (American College of Healthcare Architects) AHA (American Hospital Association) Additional Certifications (Preferred but not required): CHE - Certified Health Care Engineer CHFM - Certified Health Care Facility Manager CHC - Certified Health Care Constructor HCC - Health Care Constructor Certificate ISG Employee Owner Benefits Paid time off, pro-rated amount available on your start date Paid holidays and paid volunteer time Paid parental leave Bi-annual profit sharing Employee Ownership Stock Plan (ESOP) Traditional + Roth 401K retirement plan Life insurance HSA and FSA options Bereavement leave Supplemental voluntary benefits Short term and long-term disability Parking reimbursement, varies on office location Cell phone plan reimbursement Mileage reimbursement for ISG-approved travel

Department Business Development Employment Type Full Time Location Brookfield, WI Workplace type Onsite Compensation $65,000 - $175,000 / year Essential Duties Skills, Knowledge and Expertise ISG Employee Owner Benefits About ISG We are 100% owned by our employees! ISG's Employee Stock Ownership Plan (ESOP) allows for broader ownership, the ability to be directly connected to performance, and our culture of accountability and opportunism is amplified. Put simply, everyone works hard = everyone benefits, not just an elite group. We are focused on strengths, using those talents to guide personal development and team collaboration. We are involved in our communities and lead through empowerment. Firm growth is a direct reflection of the dedication, ingenuity, and hard work each ISG owner brings to the office and field every day. ISG's growth and sustainability are based on the unwavering belief that we need to grow for the betterment of our people and firm. We are entrepreneurial. We believe in having the right people onboard and being disciplined during good times and when faced with new challenges. And most importantly, we foster growth through positive mentorship and progressive ideas that lead to strategic, contextual based decisions. We believe that this unwavering commitment to our culture, clients, and dynamic qualities translates to better services for our partners, and that it will continue to guide ISG's future. Learn more about ISG at ********************* Interested in learning more about ISG? Follow us on LinkedIn, Instagram, YouTube, Facebook, and X.

Job DescriptionWorld Insurance Associates Since its founding in 2011, and accelerated by Charlesbank's original investment in 2020, World Insurance Associates has driven industry-leading growth through a combination of acquisitions and organic initiatives enabled by the company's fully integrated, data-enabled operating platform. World has become a diversified, national brokerage platform of scale with more than $800 million in revenue across three leading and complementary business lines of retail insurance, wholesale insurance, and retirement/wealth advisory. The company has more than 2,500 employees in 300 offices across the United States, serving more than 300,000 clients under the value proposition to provide clients with large-scale resources along with personalized service. Charlesbank Partners and Goldman Sachs Charlesbank has been invested in World Insurance Associates since 2020. Founded in 1998, they are an experienced private equity investment firm with a disciplined investment strategy, tenured team and long-standing commitment to the middle market. Goldman joined Charlesbank as co-lead equity investors for World's next chapter of growth in 2023. The firm has more than 38 years of experience investing in private equity. POSITION FUNCTION: Manager of Corporate Development (Due Diligence) will serve as a pivotal contributor within World's corporate development team, overseeing the comprehensive execution and management of all due diligence activities related to mergers and acquisitions. Operating within a dynamic, fast-paced environment characterized by a high volume of transactions, this leader will play a central role in evaluating strategic opportunities, identifying risks, and ensuring thorough analysis to support informed decision-making at the highest levels of the organization. Primary Roles and Responsibilities Include: Lead comprehensive, end-to-end financial and operational due diligence for acquisitions of insurance agencies and brokerages/investment advisory firms, including independent, regional, and specialty firms, ensuring alignment with the company's growth strategy and underwriting philosophy. Coordinate and manage cross-functional internal stakeholders (e.g., Finance, Legal, Compliance, Integration, Technology) and external advisors (e.g., accounting firms, legal counsel, operational consultants) to execute efficient and thorough diligence processes under tight timelines. Review and synthesize target company financial statements, insurance-specific operational KPIs (e.g., premium retention, carrier mix, loss ratios. Conduct and oversee quality of earnings (QoE) assessments, including adjustments for non-recurring items, revenue recognition, and producer compensation structures, to ensure accurate valuation and sustainable cash flow metrics. Identify and assess transaction risks, including revenue concentration, client churn, regulatory infractions, contingent liabilities, E&O exposures, and workforce or cultural issues, while developing and presenting mitigation strategies to key stakeholders. Support valuation modeling and financial structuring, including working capital normalization, earn-out scenario planning, and alignment of deal terms with financial diligence findings; collaborate with legal counsel on purchase agreement language. Partner closely with integration leaders to ensure that critical diligence insights-such as contractual obligations, system gaps, and personnel issues-are embedded into post-close integration plans and risk management protocols. Maintain, and continuously enhance a standardized due diligence playbook and toolkit tailored for insurance brokerage acquisitions, promoting consistency, efficiency, and knowledge sharing across the corporate development function. Prepare executive-ready communications, including due diligence summaries, risk matrices, and investment committee presentations, enabling data-driven decision-making by senior leadership and private equity sponsors. INTERFACES WITH: Reporting to the Vice President of Corporate Development (Due Diligence Lead), the Manager of Corporate Development plays a key leadership role in driving World's aggressive M&A and strategic initiatives. This position offers significant exposure to World's executive team as well as senior stakeholders at Charlesbank Capital Partners and Goldman Sachs. CORE COMPETENCIES: M&A Experience: The ideal candidate will have at least 3-5 years of M&A experience, with a proven track record leading financial due diligence. Industry Experience: The ideal candidate has spent the bulk of their transaction services or deal advisory career working with services clients and ideally has some exposure to insurance or financial services. Financial Acumen: The ideal candidate will have deep experience leading Quality of Earnings (QoE) analyses, with a demonstrated ability to manage and execute complex financial evaluations across a range of transaction scenarios. Strategic Guidance: Proven ability to distill complex diligence findings into clear, actionable insights and strategic recommendations. Mentorship: The ideal candidate has shown an interest and ability to manage / develop junior team members. Cultural Add: The ideal candidate is a self-starter; humble, able to roll up their sleeves, and inspire confidence in leadership. PERSONAL QUALIFICATIONS: The candidate selected for this position will be a creative, out-of-the-box thinker who is intellectually curious with a demonstrated interest in learning. This person will also need to be a self-motivated, high-energy individual who can easily function in a high demand, performance-driven environment. He/she must be accustomed to working on multiple tasks in parallel. This professional must demonstrate strong leadership skills, best demonstrated by the individual's ability to gain credibility with team members and senior management. The successful candidate will: Be modest in nature, recognizing the accomplishments of the team before the individual. Be highly motivated and possess vision and enthusiasm. Be comfortable acting as an individual contributor and as a team manager (Player/Coach). Understand how to deliver on short time frames and be committed to meeting deadlines. Communicate in an open and honest way that quickly builds trust and respect. Possess an entrepreneurial spirit. Be comfortable on his/her feet making presentations. Compensation This is a New York based position with a competitive benefits package. The base salary ranges from $100,000 to $140,000, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: *************************************** Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department. #LI-GP1 Powered by JazzHR Dnc7gydLnT

World Insurance Associates Since its founding in 2011, and accelerated by Charlesbank's original investment in 2020, World Insurance Associates has driven industry-leading growth through a combination of acquisitions and organic initiatives enabled by the company's fully integrated, data-enabled operating platform. World has become a diversified, national brokerage platform of scale with more than $800 million in revenue across three leading and complementary business lines of retail insurance, wholesale insurance, and retirement/wealth advisory. The company has more than 2,500 employees in 300 offices across the United States, serving more than 300,000 clients under the value proposition to provide clients with large-scale resources along with personalized service. Charlesbank Partners and Goldman Sachs Charlesbank has been invested in World Insurance Associates since 2020. Founded in 1998, they are an experienced private equity investment firm with a disciplined investment strategy, tenured team and long-standing commitment to the middle market. Goldman joined Charlesbank as co-lead equity investors for World's next chapter of growth in 2023. The firm has more than 38 years of experience investing in private equity. POSITION FUNCTION: Manager of Corporate Development (Due Diligence) will serve as a pivotal contributor within World's corporate development team, overseeing the comprehensive execution and management of all due diligence activities related to mergers and acquisitions. Operating within a dynamic, fast-paced environment characterized by a high volume of transactions, this leader will play a central role in evaluating strategic opportunities, identifying risks, and ensuring thorough analysis to support informed decision-making at the highest levels of the organization. Primary Roles and Responsibilities Include: Lead comprehensive, end-to-end financial and operational due diligence for acquisitions of insurance agencies and brokerages/investment advisory firms, including independent, regional, and specialty firms, ensuring alignment with the company's growth strategy and underwriting philosophy. Coordinate and manage cross-functional internal stakeholders (e.g., Finance, Legal, Compliance, Integration, Technology) and external advisors (e.g., accounting firms, legal counsel, operational consultants) to execute efficient and thorough diligence processes under tight timelines. Review and synthesize target company financial statements, insurance-specific operational KPIs (e.g., premium retention, carrier mix, loss ratios. Conduct and oversee quality of earnings (QoE) assessments, including adjustments for non-recurring items, revenue recognition, and producer compensation structures, to ensure accurate valuation and sustainable cash flow metrics. Identify and assess transaction risks, including revenue concentration, client churn, regulatory infractions, contingent liabilities, E&O exposures, and workforce or cultural issues, while developing and presenting mitigation strategies to key stakeholders. Support valuation modeling and financial structuring, including working capital normalization, earn-out scenario planning, and alignment of deal terms with financial diligence findings; collaborate with legal counsel on purchase agreement language. Partner closely with integration leaders to ensure that critical diligence insights-such as contractual obligations, system gaps, and personnel issues-are embedded into post-close integration plans and risk management protocols. Maintain, and continuously enhance a standardized due diligence playbook and toolkit tailored for insurance brokerage acquisitions, promoting consistency, efficiency, and knowledge sharing across the corporate development function. Prepare executive-ready communications, including due diligence summaries, risk matrices, and investment committee presentations, enabling data-driven decision-making by senior leadership and private equity sponsors. INTERFACES WITH: Reporting to the Vice President of Corporate Development (Due Diligence Lead), the Manager of Corporate Development plays a key leadership role in driving World's aggressive M&A and strategic initiatives. This position offers significant exposure to World's executive team as well as senior stakeholders at Charlesbank Capital Partners and Goldman Sachs. CORE COMPETENCIES: M&A Experience: The ideal candidate will have at least 3-5 years of M&A experience, with a proven track record leading financial due diligence. Industry Experience: The ideal candidate has spent the bulk of their transaction services or deal advisory career working with services clients and ideally has some exposure to insurance or financial services. Financial Acumen: The ideal candidate will have deep experience leading Quality of Earnings (QoE) analyses, with a demonstrated ability to manage and execute complex financial evaluations across a range of transaction scenarios. Strategic Guidance: Proven ability to distill complex diligence findings into clear, actionable insights and strategic recommendations. Mentorship: The ideal candidate has shown an interest and ability to manage / develop junior team members. Cultural Add: The ideal candidate is a self-starter; humble, able to roll up their sleeves, and inspire confidence in leadership. PERSONAL QUALIFICATIONS: The candidate selected for this position will be a creative, out-of-the-box thinker who is intellectually curious with a demonstrated interest in learning. This person will also need to be a self-motivated, high-energy individual who can easily function in a high demand, performance-driven environment. He/she must be accustomed to working on multiple tasks in parallel. This professional must demonstrate strong leadership skills, best demonstrated by the individual's ability to gain credibility with team members and senior management. The successful candidate will: Be modest in nature, recognizing the accomplishments of the team before the individual. Be highly motivated and possess vision and enthusiasm. Be comfortable acting as an individual contributor and as a team manager (Player/Coach). Understand how to deliver on short time frames and be committed to meeting deadlines. Communicate in an open and honest way that quickly builds trust and respect. Possess an entrepreneurial spirit. Be comfortable on his/her feet making presentations. Compensation This is a New York based position with a competitive benefits package. The base salary ranges from $100,000 to $140,000, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: *************************************** Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department. #LI-GP1