AVP, Retail Strategy

About Us:

We're a fast-growing, privately held insurance company on a path to becoming a leading U.S. retail platform. We believe every client and customer relationship holds the potential to become something great, and the same is true for our people.

As we grow, we're redefining how great talent connects with meaningful work, enabling our ambitious strategy while building a culture of high performance, creativity, and partnership. If leading national financial institution relationships, driving enterprise-level growth strategies, and building high-performing teams across life insurance and annuities distribution excites you, this role offers the opportunity to make a meaningful impact.

About the Role:

We're looking for an Assistant Vice President, Retail Strategy responsible for supporting the development, coordination, and execution of enterprise retail initiatives across our life insurance and annuities business.

The AVP, Strategic Accounts serves as a key strategic partner to the President of Retail and plays a central role in cultivating business development opportunities for the retail business. In addition, this role will ensure alignment, prioritization, and execution across senior leadership, including Sales, Intelligence & Enablement, Marketing, and Strategic Accounts in addition to leaders of Operations, IT, Product and Actuary. This role will be responsible for developing new market opportunities and driving visibility into key initiatives, maintaining accountability across teams, and ensuring strategic priorities are executed effectively and on schedule.

What You'll Do:

Retail Strategy and Execution

• Support the development and execution of the enterprise retail strategy, ensuring alignment with overall business objectives and growth priorities;
• Using market analysis to identify and prioritize key market growth opportunities
• Translate strategic priorities into actionable plans, milestones, and deliverables across Retail leadership, overall operating committee and the Office of the CEO.
• Monitor and track key initiatives to ensure progress, accountability, and timely execution
• Identify risks, dependencies, and execution gaps, escalating appropriately and recommending solutions
• Support the President of Retail in preparing for executive-level discussions, strategy sessions, and business reviews
• Lead and develop key market research to influence and support key strategic decisions

Leadership Coordination & Operating Rhythm

• Serve as a central point of coordination across Retail leadership, including SVP IMO Sales, SVP Bank & Broker Dealer Channel Sales, Marketing, Intelligence & Enablement, and Strategic Accounts
• Drive consistency in how initiatives are tracked, communicated, and executed across teams
• Establish and maintain operating rhythms, including leadership meetings, reporting cadences, and follow-ups
• Ensure clear communication of priorities, timelines, and expectations across all stakeholders
• Maintain visibility into all major Retail initiatives, ensuring alignment and minimizing duplication of efforts

Project & Initiative Management

• Lead and manage cross-functional strategic retail and key enterprise initiatives from planning through execution
• Develop and maintain project plans, timelines, and accountability frameworks across multiple workstreams
• Ensure stakeholders remain aligned and informed throughout the lifecycle of key initiatives
• Drive disciplined execution by holding teams accountable to deliverables and deadlines
• Support the prioritization of initiatives based on business impact, resource capacity, and strategic importance

Cross-Functional Partnership

• Develop collaborative partnerships between Retail, Product, Operations, and IT to support execution of strategic initiatives and Act as a liaison to ensure seamless coordination
• Facilitate collaboration across teams to ensure alignment on goals, messaging, and execution plans
• Support go-to-market initiatives, distribution expansion strategies, and enterprise-wide projects
• Develop key external relationships with external partners to develop insights, identify potential markets for future growth, and track relevant trends.

Performance Tracking & Business Insights

• Support the tracking and reporting of key Retail metrics, including growth initiatives, strategic priorities, and execution progress
• Develop executive-level summaries and reporting materials for leadership and board-level discussions
• Analyze business performance to identify opportunities for improvement and optimization
• Ensure consistent and accurate communication of results, progress, and challenges

Operational & Risk Awareness

• Maintain awareness of regulatory, compliance, and operational considerations within a life insurance and annuities environment
• Partner with Compliance, Legal, and Operations to ensure all enablement materials and communications align with internal policies and regulatory requirements
• Establish and support governance reporting processes related to Retail initiatives and strategic execution
• Ensure disciplined documentation and tracking of decisions, timelines, and deliverables

What You'll Bring:

• 8+ years of solid experience in enablement, analytics, business intelligence, distribution and strategy within life insurance, annuities, or financial services
• Strong experience supporting executive-level leadership and managing cross-functional initiatives
• Proven ability to drive execution across complex, multi-stakeholder environments
• Experience in sales, distribution, or retail financial service environments preferred
• Exceptional organizational and project management skills with strong attention to detail
• Excellent problem-solving and critical thinking abilities
• Strong written, verbal, and presentation communication skills
• Ability to influence without direct authority and navigate ambiguity effectively
• Ability to manage multiple priorities in a fast-paced, dynamic environment

Technical Skills

• Ability to create executive-level presentations and materials
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Strong analytical and reporting skills with the ability to synthesize data into clear insights
• Experience with project management and collaboration tools (e.g., Smartsheet, Asana, Monday.com, or similar) preferred
• Familiarity with CRM and sales reporting tools a plus

Core Competencies

• Strategic Thinking: Aligns initiatives to enterprise goals and long-term growth strategies
• Execution Excellence: Drives disciplined execution and accountability across teams
• Cross-Functional Leadership: Coordinates and aligns multiple stakeholders effectively
• Communication & Influence: Clearly communicates priorities and drives alignment at all levels
• Business Acumen: Understands distribution dynamics, sales strategy, and retail operations
• Organizational Effectiveness: Brings structure, clarity, and prioritization to complex environments
• Problem Solving & Judgment: Identifies issues early and drives practical, effective solutions

What We Offer:

• A collaborative, inclusive environment that values authenticity, accountability, and partnership
• The opportunity to join the company at an exciting stage of growth, where colleagues are empowered to build what's next
• A competitive variable compensation package with a base range of $160,000 - $190,000 annually
• A competitive benefits package including comprehensive medical, dental, and vision coverage; an HSA and 401(k) company match; paid time off; and employer-paid life and disability insurance
• Austin, TX hybrid or remote with willingness to travel

At Prosperity, we are committed to equal employment opportunity and encourage people from all backgrounds to apply. We make hiring decisions based on merit and do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, disability, or any other protected status.

We strive for a meaningful interview experience for all candidates. If you need an adjustment or accommodation due to a disability or medical condition during the hiring process, please let your recruiter know.