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Posted: 10/19/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in supporting senior executives through strategic planning, executive operations, and effective communication. Capable of synthesizing complex information into actionable insights while managing cross-functional coordination and stakeholder alignment.
Highest-signal resume keywords
10+ Years Supporting Senior ExecutivesStrategic Planning FacilitationExecutive-Level Briefings DevelopmentStrong Business And Financial AcumenExcellent Communication And Relationship-Building Skills
About the role
Key responsibilities & impact- Serve as a trusted advisor to the Head of Distribution and support executive effectiveness
- Prepare executive briefings, decision materials, narratives, updates, and presentations
- Coordinate sensitive cross-functional matters and facilitate follow-through on executive commitments
- Design and facilitate annual and ongoing strategic planning processes
- Coordinate executive inputs, structure planning discussions, document strategic choices, and integrate functional plans into a coherent Distribution agenda
- Establish and manage leadership meetings, business reviews, planning forums, agendas, decision logs, escalation paths, and accountability tracking
- Coordinate executive committee, CEO, and Board materials as requested
- Facilitate coordination across Distribution functions and enterprise partners by connecting priorities, resolving ambiguity, identifying dependencies, and ensuring effective information flow
- Coordinate executive scorecards and business performance reviews
- Synthesize financial, operational, customer, and distribution information to identify trends, risks, opportunities, trade-offs, and strategic implications
- Maintain an integrated view of major initiatives, strategic priorities, critical dependencies, organizational friction points, and emerging risks
- Support consistent communication of Distribution priorities and leadership decisions across functions and enterprise stakeholders
- Create organizational leverage by connecting priorities, aligning stakeholders, reducing complexity, accelerating decision-making, and focusing leadership attention on critical business issues
Requirements
What you’ll need- 10+ years of relevant experience supporting senior executives and complex business priorities, with progressive experience in strategy facilitation, executive operations, distribution, marketing, or program/portfolio governance
- Experience influencing multidisciplinary teams and senior leaders in a matrixed organization; direct line authority over functional execution is not required
- Demonstrated ability to connect business performance, financial outcomes, customer insights, and market dynamics into actionable executive recommendations
- Demonstrated ability to develop executive-level briefings and materials for senior management, executive committees, and Boards
- Strong business and financial acumen, analytical judgment, discretion, emotional intelligence, and ability to synthesize complex information into actionable decisions
- Excellent communication, facilitation, relationship-building, and organizational skills
- Experience in insurance, financial services, or another multichannel consumer business preferred
- Bachelor’s degree or equivalent experience
- Proficiency with Microsoft Word, PowerPoint, and Excel
- Ability to travel up to 25%
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Strategy FacilitationBusiness Performance AnalysisFinancial Outcomes SynthesisOperational InsightsDecision Material Preparation
Soft Skills
Emotional IntelligenceAnalytical JudgmentFacilitation SkillsOrganizational SkillsRelationship-Building
Tools & Technologies
Microsoft WordMicrosoft PowerPointMicrosoft Excel
Industry Keywords
InsuranceFinancial ServicesMultichannel Consumer BusinessProgram GovernancePortfolio Governance