VP, Business Strategy WLF

As the largest life insurance premium finance company in the country Wintrust Life Finance provides customized financing solutions to qualified borrowers seeking to finance their life insurance premiums. Our financing solutions have supported numerous planning structures including traditional wealth transfer key-man insurance buy-sell arrangements split dollar arrangements term alternatives charitable giving income replacement strategies and more. Wintrust Life Finance is a subsidiary of Wintrust a financial services company with more than $66 billion in assets.

The WLF VP Business Strategy is responsible for collaborating with key stakeholders in the analysis formulation and execution of WLFs strategic plan. Key aspects of this position focus on completing life premium finance market research analysis reporting strategic initiative development project & product management and delivering regularly scheduled reports and presentations in collaboration with department EVP.

What Youll Do

Strategy & Strategic Planning:

• Manage WLFs process efficiency and strategy administration team
• Collect and analyze premium finance data related to strategic plan and generate insights to initiate strategic development activities
• Complete regularly scheduled market research in support of strategic plan
• Collaborate with departments to evaluate operations to identify growth and development opportunities
• Monitor and evaluate the performance of the companys strategies initiatives and objectives and report findings to executive leaders
• Help drive decision making resulting in medium- and long-term process improvements
• Proactively present business findings projections and make recommendations to department EVP and other leaders as appropriate
• Support EVP in developing and communicating WLFs strategic initiatives including but not limited to presentations financial reports and models in both written and verbal formats
• Lead effective efficient meetings with clients prospects and WLFs Strategic Initiative Owners to drive strategic plan efforts
• In conjunctions with department EVP act as an internal dot connector working with project managers to ensure internal resources are collaborative and projects/work streams are on time and in line with expectations
• Partner with WLFs Strategic Initiative Owners Wintrusts ePMO and Wintrust Oversight teams (ePMO TPRM IC CC IPA ASRB and InfoSec) to drive strategic level project approval and implementation

Product Development & WLF Business Line Support:

• Drive internal understanding of key customer personas and engage with clients/prospects to better understand workflows. Synthesize learnings to internal stakeholders to drive and facilitate loan growth
• Partner with Sales Sales Leadership and Client Success teams to define enhance track and drive product adoption
• Through the lens of the Strategic Plan build Product Level KPIs to define monitor and manage success
• Support optimization modeling and process planning in collaboration with team level management outside sales and internal stakeholders. Evaluate premium tiers for client/prospects calculate quote conversation ratios average down payments installments and price to deliver actionable recommendations in identifying growth opportunities

Foster a culture of collaboration and process improvement:

• Look for opportunities identify gaps and scale efficiencies and new ways of working across multiple projects and environments
• Influence and facilitate the creation of long-term relationships with other departments and vendors
• Source data to make compelling and tangible recommendations of a future state for the organization
• Leverage relationships and organizational values to prioritize outcomes effectively
• Employ practical methods and action steps to move the organization toward the strategic vision
• Help Identify obstacles to transformation and challenge conventional thinking

Qualifications

• 10-15 years of experience in the Financial Industry
• Premium Financial experience preferred
• Experience owning a strategic initiative from concept to completion
• Bachelors Degree required
• MBA Preferred
• Onsite position

Compensation

The estimatedsalaryfor this role is $98000 - $132000 along with eligibility to earn an annual bonus. Actualpayrate may vary based on several factors such as a candidates qualifications skills and experience

Benefits

Medical Insurance Dental Vision Life insurance Accidental death and dismemberment Short-term and long term Disability Insurance Parental Leave Employee Assistance Program (EAP) Traditional and Roth 401(k) with company match Flexible Spending Account (FSA) Employee Stock Purchase Plan at 5% discount Critical Illness Insurance Accident Insurance Transportation and Commuting Benefits Banking Benefits Pet Insurance

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From our first day in business Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation including community banking and financial services subsidiaries is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race color religion sex age national origin disability veteran status genetic information and other legally protected categories.