Job description
Executive: Strategy and Customer and Competitor Insights
Key Accountabilities:
1. Strategy Formulation and Execution
Develop and implement long-term business strategy aligned with The Companys vision and goals.
Lead annual strategic planning in collaboration with key internal stakeholders (sales, finance, operations, HR, etc.).
Execute initiatives to enhance franchise value and ensure sustainable growth and market leadership.
Integrate new product offerings, partnerships, and market expansion into strategic execution.
Analyse market trends, competitive positioning, and customer insights to inform decision-making.
Monitor and evaluate the success of strategic plans against performance targets.
Collaborate with marketing and communications teams to align campaigns with business goals.
Foster cross-functional integration across The Company to execute strategic priorities.
2. Business Performance Monitoring
Define KPIs and dashboards to track strategic, financial, and operational performance.
Regularly report franchise value indicators to executive leadership, with actionable insights.
Analyse data across departments (sales, marketing, finance) for performance optimisation.
Ensure alignment with centralised services (e.g. CVM, Digital) to track key value drivers.
3. Market Research and Analysis
Lead the delivery of market insights to support business strategy.
Conduct competitor and market trend analysis to drive strategic agility.
Identify monetisation opportunities from insights/data-driven products and services.
Present research findings to inform product and customer strategy decisions.
Represent the business at committees and knowledge-sharing forums.
4. Customer Primacy and Sustainability
Drive the development of compelling customer propositions and experiences.
Leverage customer data to improve marketing effectiveness and revenue growth.
Collaborate with analytics teams for predictive modelling and personalisation strategies.
Define the Customer Value Management (CVM) framework and manage CX initiatives.
5. Business Management & Governance
Lead operations of the Managing Executives office to ensure strategic execution.
Represent the office in high-impact projects and strategic initiatives.
Prepare executive reports for internal and external governance structures.
Ensure adherence to governance frameworks, compliance protocols, and reporting standards.
6. Customer Value Management
Define and oversee the CVM strategy for the A&I business unit.
Execute measurement and customer analytics across key segments (RB, EB, CIB).
Own social media and digital engagement performance within A&I.
Track churn, engagement, and overall customer lifecycle value.
7. Stakeholder Engagement
Represent A&I on Group forums (Exco, SECC, Board, regulators, etc.).
Collaborate with internal stakeholders to align delivery with enterprise-wide strategy.
Translate strategy into executional requirements with cross-functional teams.
8. People Management
Build and manage a high-performing team through coaching, development, and talent management.
Lead succession planning and workforce development aligned with group HR frameworks.
Foster a high-performance culture through continuous feedback and recognition.
Act as an escalation point for employee matters within the business unit.
Address employee survey outcomes and drive positive employee experiences.
Educational Requirements:
Bachelors Degree in Commerce, Business Management, Finance, or equivalent (required)
Postgraduate qualification in Commerce, Strategy, Management or Governance (preferred)
Professional qualifications such as Actuary, CFA, or MBA (advantageous)
Experience Requirements:
Minimum 10 years of experience in the Financial Services industry (Banking required)
At least 56 years in the Advice/Insurance domain (preferred)
Minimum 5 years in senior leadership roles with proven expertise in:
Strategy formulation and execution
Customer Value Management
Market research and competitive analysis
Data-driven decision-making
Stakeholder engagement and governance
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.