Head of Strategic Initiatives

The Head of Strategic Initiatives is a strategic leadership role responsible for translating high-level vision into actionable projects across EACH Enterprise, the Retirement Advisor Council, the Coalition for Payroll Excellence, and the Pooled Arrangement Council and Knowledge Hub. This role acts as the Owner’s right hand, sustaining growth and business development, ensuring sector leadership and sustained organizational growth.

Job Summary

The Head of Strategic Initiatives manages a portfolio of proprietary and collaborative programs within the Retirement Plans and HCM/Payroll sector. This leader will:

• Operationalize enterprise-wide strategies by translating goals into clear action plans, milestones, and deliverables.
• Evaluate new proposals for strategic alignment, ROI, and client value, partnering with finance, operations, and marketing.
• Develop relationships with prospects and clients to foster adoption of new initiatives and strengthen membership in current programs,
• Formulate client contracts, including Proposals, Statements of Work, and Consultant Agreements.
• Serve as the primary presenter of strategic proposals, engaging prospects and inspiring stakeholder action.

Key Responsibilities

• Partner with the Owner to refine and execute EACH Enterprise’s strategic plan, ensuring alignment with the Retirement Advisor Council and Coalition for Payroll Excellence priorities.
• Launch and oversee implementation teams, tracking progress against KPIs and adjusting course to maximize value delivery.
• Grow top-line revenue through relationship development with our partners in across the retirement plans, financial wellness, and HCM/Payroll business,
• Design and facilitate discussions among retirement plan professionals in the EACH online community, sustaining member engagement through targeted content and moderation.
• Produce insightful reports, presentations, and industry articles that communicate complex topics in compelling narratives.
• Identify process improvements and lead change initiatives that enhance operational efficiency and stakeholder satisfaction

Core Competencies

• Strategic Thinking: Anticipates industry trends and shapes long-term plans accordingly.
• Leadership: Inspires cross-functional teams, fosters collaboration, and builds consensus.
• Communication: Crafts clear, persuasive narratives for diverse audiences, from C-suite to practitioner.
• Business Acumen: Applies strong financial and market insights to drive decision-making, particularly among prospective and current clients.
• Adaptability: Thrives in ambiguity, pivots quickly when new information emerges.
• Influencing Skills: Builds credibility, negotiates effectively, and secures stakeholder buy-in

Qualifications

Education: Bachelor’s degree required; Master’s preferred (Business, Finance, or related field).

Experience:

• Minimum 10 years in Retirement Plans, Benefits, and/or HCM/Payroll sectors.
• At least 5 years in strategic planning or initiative leadership roles.
• Demonstrated track record of managing cross-functional teams and driving large-scale projects.
• Established network of industry relationships beyond sales and business development, and proven ability to expand partnerships.

Technical Skills:

• Proficiency with Microsoft Office Suite (PowerPoint, Excel, Word).
• Experience with Hivebrite or similar community platforms.
• Experience with Zoominfo and Salesloft or similar relationship development systems