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Open nowFirst seen 5 days ago

Executive: Strategy and Customer and Competitor Insights

Boardroom Appointments3,354 open roles

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Your applicationOpen nowExecutive: Strategy and Customer and Competitor InsightsBoardroom Appointments · Remote
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  6. 58.1%60 days
This job: first seen 5 days ago

The posting

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
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