AVP, Enterprise Strategic and Competitor Intelligence

Job Description: We’re actively seeking a talented AVP, Enterprise Strategic and Competitor Intelligence to join our Financial Planning Analysis team in Newport Beach, CA. This role follows a hybrid schedule of four days in the office (on-site). If you are not currently located near one of our offices, we offer comprehensive relocation assistance. As an AVP, you will be responsible for supporting the development and operationalization of enterprise intelligence capabilities that inform strategy, support executive decision making, and enhance competitive advantage. This role leads a small direct team, works across the enterprise, and integrates market analysis, competitive peer research, industry foresight, and strategic insights into a unified intelligence function that directly supports enterprise planning, and executive leadership. You will partner with leaders across the organization to deliver timely, actionable, and forward-looking intelligence that shapes strategic priorities and improves the organization for long term success. How will you make an impact: Enterprise Strategic Market Intelligence Track and partner with other functions to monitor macroeconomic, regulatory, technological, and industry trends impacting the business. Identify early warning signals and structural shifts in the market Translate complex market dynamics into clear strategic implications for leadership to course correct as we look to deliver our aspirational objectives Enterprise Competitive Intelligence Leadership Mature competitive intelligence processes, data and enterprise insights delivery Lead the developments of forward-looking competitor scenarios, not just retrospective analysis Produce high-impact deliverables such as: Competitor profiles and scorecards Market and competitor “pulse” reports (weekly/monthly) Strategic deep dives on high-priority competitors or segments Executive-ready briefs and board-level narratives (as needed) Translate intelligence into implications and recommended actions—not just facts—tailored to senior executives and business owners Advanced Analytics and Insights Generation Leverage Strategic and Competitor insights and analytics to quantify scenarios and potential impacts Partner with Finance, Strategy, Technology, Operations and Product teams ensuring analytical rigor and organization applicability Assist in the development of long-range strategic outlooks, horizon scanning and early warning indicators Create and maintain scenario models to anticipate market evolution and business implications Move beyond static dashboards to insight synthesis and executive storytelling Build trusted relationships with leaders across the enterprise; operate as a consultative partner who understands business objectives and decision timelines Coordinate with Business Insights peers to avoid duplication, elevate best practices, and ensure a connected insight ecosystem This role integrates market analysis, competitive peer research, industry foresight, and strategic insights into a unified intelligence function. The AVP will responsibly leverage advanced analytics and Generative AI capabilities to accelerate insight generation, scenario exploration, and executive storytelling—while ensuring strong human oversight, governance, and decision accountability Executive Decision Support Translate complex market and competitive data into clear, concise insights for executive audiences to support our strategic plans. Capturing insights that affirm and/or challenge our strategic objectives.  Support major strategic initiatives Provide rapid-response intelligence to support senior leaders and functions as required Build intelligence processes that scale across the organization Collaborate with Enterprise and Divisions Finance, Product, Distribution, Strategy, HR and IT teams to embed competitive insights into our enterprise-level strategy and long-term vision Tools, Data, and Analytics Enablement Select and/or optimize tools and data sources (news, filings, databases, third-party research, etc.) Establish dashboards and repeatable analytics to monitor market share signals, competitive product changes, distribution shifts, and brand/consumer indicators Ensure all function practices adhere to legal, ethical, and compliance standards, including appropriate use of public information and internal policies The experience you will bring: Bachelor’s degree Direct experience in Life Insurance 10+ years of experience in financial analysis, strategy, or investor relations CPA, ASA, FSA, MBA or CFA preferred Strong understanding of life insurance products, capital frameworks, and regulatory environment Proven ability to synthesize complex data into actionable insights Exceptional communication and stakeholder management skills Advanced proficiency in Excel, PowerPoint, and financial databases (e.g., Bloomberg, S&P Capital IQ).Enterprise mindset: Optimizes for company overall outcomes, not just a single line of business Action orientation: Moves from “insight” to “impact” by recommending actions and tracking adoption Intellectual curiosity + rigor: Asks the right questions, tests assumptions, and uses structured frameworks Executive presence: Can brief senior leaders confidently, distill complexity quickly, and manage sensitive topics with discretion Strong prioritization: Balances always-on monitoring with deep dives; focuses on what will drive the biggest decisions Connector and translator: Bridges Strategy, Product, Distribution, Finance, and Analytics communities—turning differing needs into a shared view Builder: Establishes repeatable processes, templates, and knowledge repositories that scale Coaching leader: Develops talent, raises analytic/storytelling standards, and cultivates a high-performing, service-oriented team Learning agility: Rapidly absorbs new information, adapts to evolving markets, and