Chief Strategy Officer (CSO) – Insurance & Investments

thehivecareers.co; San Juan (PR); On-site; USD 180,000 - 280,000; Full time

Job summary

The Chief Strategy Officer (CSO) for Insurance & Investments at thehivecareers.co is charged with crafting and executing strategic initiatives to drive sustainable growth across insurance and investments. The role emphasizes market expansion, capital allocation, and transformative initiatives while aligning with regulatory and financial objectives.

Key duties include leading long-term strategic planning, identifying new markets and partnerships, evaluating acquisitions, and guiding digital

Qualifications

• Bachelor’s degree in business/finance or related field.
• MBA or relevant master’s preferred.
• 10–15+ years in corporate strategy, financial services, insurance, or investments.
• Proven experience in developing/executing corporate strategies and growth plans.
• Strong understanding of insurance markets and investment products.
• Experience with mergers & acquisitions and strategic partnerships.
• Ability to work with C-suite executives and boards.
• Excellent analytical, communication, leadership, and decision-making skills.

Responsibilities

• Develop and implement long-term strategic plans and growth initiatives across insurance and investment operations.
• Identify new markets, customer segments, channels, and opportunities to increase revenue.
• Evaluate investment opportunities and capital allocation with investment leadership.
• Develop strategies for insurance product expansion, distribution partnerships, and profitability.
• Identify potential acquisitions, JVs, and strategic alliances.
• Analyze industry trends, regulatory developments, and competitive landscapes.
• Forecast financials, create business cases, and allocate strategic resources.
• Establish KPIs, monitor performance, and suggest corrective actions.
• Drive digital transformation, data analytics, and platform-driven competitiveness.
• Engage with CEO, COO, CFO, and BU heads to translate priorities into actionable plans.

Skills

Strategic leadership

Financial analysis

Mergers & acquisitions

Market expansion

Executive stakeholder engagement

Business transformation

Strategic planning

Education

Bachelor's degree in Business Administration, Finance, Economics, Accounting

MBA or master’s in strategy/finance

Job description

Job Title: Chief Strategy Officer (CSO) – Insurance & Investments

Role Summary

The Chief Strategy Officer (CSO) – Insurance & Investments is responsible for developing and executing corporate strategies to drive sustainable growth, profitability, and competitive advantage across insurance and investment businesses. The role focuses on market expansion, investment opportunities, business transformation, strategic partnerships, mergers and acquisitions, and long-term corporate planning while aligning business objectives with market trends, financial performance, and regulatory requirements.

Key Responsibilities

• Corporate Strategy: Develop and implement long-term strategic plans, business priorities, and growth initiatives across insurance and investment operations.
• Business Growth & Expansion: Identify new markets, customer segments, distribution channels, and opportunities to increase revenue and market share.
• Investment Strategy: Evaluate investment opportunities, capital allocation strategies, portfolio growth initiatives, and potential returns in collaboration with investment leadership.
• Insurance Strategy: Develop strategies for insurance product expansion, market penetration, distribution partnerships, customer acquisition, and profitability improvement.
• Mergers & Acquisitions: Identify potential acquisitions, joint ventures, strategic alliances, and business restructuring opportunities.
• Market Intelligence: Analyze industry trends, competitive landscapes, regulatory developments, and emerging business models to inform strategic decisions.
• Financial & Business Planning: Collaborate with finance and business leaders on financial forecasts, business cases, growth projections, and strategic resource allocation.
• Performance Management: Establish strategic KPIs, monitor business performance, evaluate outcomes, and recommend corrective actions.
• Digital Transformation & Innovation: Identify opportunities to leverage technology, automation, data analytics, and digital platforms to improve competitiveness and customer experience.
• Executive & Stakeholder Engagement: Work closely with the CEO, COO, CFO, investment leaders, and business unit heads to translate strategic priorities into actionable plans.

Required Qualifications

• Bachelor's degree in Business Administration, Finance, Economics, Accounting, or a related field.
• MBA, master's degree in strategy or finance, or relevant professional qualifications preferred.
• Typically 10–15+ years of experience in corporate strategy, financial services, insurance, investments, management consulting, or business transformation.
• Proven experience developing and executing corporate strategies, business growth plans, and market expansion initiatives.
• Strong understanding of insurance markets, investment products, financial analysis, and competitive strategy.
• Experience in mergers and acquisitions, strategic partnerships, business case development, or capital allocation preferred.
• Demonstrated ability to work with C-suite executives, boards, and senior leadership teams.
• Excellent analytical, commercial, communication, leadership, and strategic decision-making skills.

Key Performance Indicators (KPIs)

• Achievement of strategic business objectives.
• Revenue growth and profitability improvement.
• Market expansion and competitive positioning.
• Return on strategic investments and capital allocation effectiveness.
• Successful execution of acquisitions, partnerships, and transformation initiatives.
• New product and service development.
• Strategic initiative delivery and business performance improvement.