Location: This role requires 3+ days a week in our Hudson Yards NYC or Bethlehem PA office. 5% travel to other offices as needed.
This Competitive Intelligence (CI) Senior Manager role is focused on supporting the Individual Markets Insurance (including Wealth Management) business, focused on life and disability insurance, annuities, retirement products, as well as additional businesses throughout the enterprise at client company with timely intelligence and insights.
You Have:
- Technical knowledge of the Individual Markets Insurance Benefits industry (including life and disability insurance, annuities, etc.) and Wealth Management industry (investments, financial services and retirement planning
- Bachelor's degree in Marketing, Business Administration, Finance, Statistics, or a related field.
- Management industry (investments, financial and retirement planning).
- Experience leveraging a wide range of proprietary and public intel sources, including quarterly earnings and trending data, to develop and inform insights-based recommendations that support strategic decision making.
- Ability to effectively and efficiently curate, digest and interpret financial data from these techniques/sources and curating the insights from the data for executive-level audiences.
- Experience explaining market headwinds and tailwinds on key themes impacting the industry and our business.
- Experience partnering with executives to deliver insights that support business decision-making at the executive-level.
- Experience synthesizing truly impactful insights based on deep understanding of the operational and economic realities of the business; must be very comfortable with numbers, business and financial statistics
- Advanced Excel and document management skills required to support database management for longitudinal and market trending (including tracking of competitor top and bottom-line metrics, loss ratios, etc), and custom topic tracking such as competitive product enhancements and partnerships
- Strong project management skills, including successful industry survey management and synthesis; able to seamlessly bridge internal team members and vendor partners in the collection of data inputs and providing relevant, timely data outputs across a high volume of partners
- Strong storytelling skills that go beyond just data/information sharing, good attention to detail, formatting and quality output is critical, as is careful, thorough work that is concise and clear
Estimated Min Rate: $98000.00
Estimated Max Rate: $140000.00
Estimated Min Rate: $98000.00
Estimated Max Rate: $140000.00
Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.
Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Visit
https://www.yoh.com/applicants-with-disabilities
to contact us if you are an individual with a disability and require accommodation in the application process.
For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.
YOH Services LLC
Apr 28, 2025