Director, Market Intelligence & Competitive Strategy

Role Overview

The Director, Market Intelligence & Competitive Strategy will lead market and competitive intelligence for Stock Plan Services, Executive Financial Services, and Nonqualified Deferred Compensation. The role will also assess broader developments across retirement, workplace wealth, financial wellness, and participant engagement that could affect these businesses.

What You Will Do

Establish and lead a market and competitive intelligence agenda, analyze established providers and emerging competitors, identify market shifts, and develop independent perspectives on market direction.

Why It Might Be a Fit

The ideal candidate will have 8+ years of experience in corporate strategy, consulting, product strategy, competitive/market intelligence, or a related financial services discipline, with strong analytical, critical-thinking, and problem-solving skills.

Requirements

• 8+ years of experience in corporate strategy, consulting, product strategy, competitive/market intelligence, or a related financial services discipline
• Bachelor’s degree required; MBA or other advanced degree preferred
• Demonstrated ability to analyze complex markets, develop independent perspectives, and translate findings into actionable strategic recommendations

Benefits

• Comprehensive health care coverage and emotional well-being support
• Market-leading retirement
• Generous paid time off and parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources