CSO - Insurance & Investments Growth Leader

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

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