Strategic Initiatives Delivery Leader, US Financial

Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview Strategic Initiatives Delivery Leader, US Financial We are seeking a highly organized and proactive individual to join our team as a Strategic Initiatives Delivery Leader. In this role, your primary objective will be to work alongside the US Managing Director, Financial and Retirement Service to prioritize growth initiatives by efficiently handling operational matters. You will serve as the crucial link between the Managing Director’s various constituents ensuring complex issues are delegated to you for resolution: GBS Executive Committee, functional leadership, & Branch leadership. Additionally, you will play a pivotal role in optimizing processes, executing strategic initiatives, and fostering maximum organizational efficiency. This role will ideally be based out of our global headquarters in Rolling Meadows, IL; remote candidates with the ability to travel, may also be considered. How you'll make an impact Responsibilities: With a primary focus on identifying opportunity areas, developing and communicating management information, and launching performance-driving initiatives, incumbent(s) will play a critical role in developing ongoing deliverables for the Executive Committee and driving strategic initiatives. Assist the Managing Director in prioritizing growth objectives by assuming responsibility for non-growth matters that can impede progress Act as the conduit between GBS Executive Committee, functional leadership, & Branch leadership and the Managing Director, facilitating effective communication and delegation of intricate issues Analyze, design, and implement enhancements to organizational processes to enhance efficiency and productivity, with a focus on driving growth Collaborate closely with the Managing Director to execute initiatives outlined in the Growth Plan and drive strategic growth initiatives Serve as the liaison between staff, executives, senior leaders, and the Managing Director, providing updates, proposals, and strategic planning to support growth objectives Hold the Managing Director accountable for meeting timelines and achieving desired outcomes for growth initiatives Oversee daily operations through collaboration with senior management and department leaders, ensuring alignment with growth priorities Cultivate and nurture relationships with all employees to foster increased efficiency, responsiveness, and a growth-oriented culture Assist in formulating innovative operational strategies and contribute to special projects alongside the Managing Director and executives, with a focus on driving growth Act as the acquisition liaison, facilitating the onboarding process and aiding acquired agencies in assimilating company processes and procedures to support growth objectives Coordinate company initiatives and projects on behalf of the executive team, including team meetings, annual performance reviews, and employee engagement activities, with a focus on driving growth and employee development. Produce an ongoing set of management reports to communicate the progress of strategic initiatives and quantify the impact delivered Develop new forms and mechanisms to report management information Deliver effective presentations of findings and recommendations Analyze data to provide insight into performance and identify improvement opportunities Model complex problems and operational scenarios Quantifying the financial implications of proposed strategies and understand budget impact & Developing performance scorecards. Collaborates on cross-functional teams to develop new tools, implement process changes, and execute on projects. Behaviors: Data-driven and analytical: passionate about diving into data Solution oriented: motivated to solve problems and get to the root cause of an issue. Intellectually curious: asks questions, seeks information, and enjoys the learning process. Flexible and dynamic: adaptive to changing priorities and multiple working styles. Team player: enjoys collaboration and works effectively with others. Effective communicator: articulate, clear and concise in thought presentation. About You Requirements: Bachelor's degree in business administration, management, or a related field 2 years of relevant work experience in a business strategy or consulting role. Proven experience in a similar role Strong Excel skills (performing data analysis, reporting, and synthesis. Strong PowerPoint skills (drafting and developing presentations that effectively communicate complex ideas, analyses, and recommendations). Demonstrated expertise in organizational and project management Exceptional communication and interpersonal skills Ability to work autonomously and effectively prioritize tasks Proficiency in Microsoft Office Suite and project management software In-depth knowledge of organizational development and process improvement methodologies Ability to maintain strict confidentiality and handle sensitive information with utmost discretion Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: Medical/dental/vision plans, which start from day one! Life and accident insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational expense reimbursement Paid parental leave Other benefits include: Digital mental health services (Talkspace) Flexible work hours (availability varies by office and job function) Training programs Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more... **The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process. We value inclusion and diversity Click Here to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business. Responsibilities: With a primary focus on identifying opportunity areas, developing and communicating management information, and launching performance-driving initiatives, incumbent(s) will play a critical role in developing ongoing deliverables for the Executive Committee and driving strategic initiatives. Assist the Managing Director in prioritizing growth objectives by assuming responsibility for non-growth matters that can impede progress Act as the conduit between GBS Executive Committee, functional leadership, & Branch leadership and the Managing Director, facilitating effective communication and delegation of intricate issues Analyze, design, and implement enhancements to organizational processes to enhance efficiency and productivity, with a focus on driving growth Collaborate closely with the Managing Director to execute initiatives outlined in the Growth Plan and drive strategic growth initiatives Serve as the liaison between staff, executives, senior leaders, and the Managing Director, providing updates, proposals, and strategic planning to support growth objectives Hold the Managing Director accountable for meeting timelines and achieving desired outcomes for growth initiatives Oversee daily operations through collaboration with senior management and department leaders, ensuring alignment with growth priorities Cultivate and nurture relationships with all employees to foster increased efficiency, responsiveness, and a growth-oriented culture Assist in formulating innovative operational strategies and contribute to special projects alongside the Managing Director and executives, with a focus on driving growth Act as the acquisition liaison, facilitating the onboarding process and aiding acquired agencies in assimilating company processes and procedures to support growth objectives Coordinate company initiatives and projects on behalf of the executive team, including team meetings, annual performance reviews, and employee engagement activities, with a focus on driving growth and employee development. Produce an ongoing set of management reports to communicate the progress of strategic initiatives and quantify the impact delivered Develop new forms and mechanisms to report management information Deliver effective presentations of findings and recommendations Analyze data to provide insight into performance and identify improvement opportunities Model complex problems and operational scenarios Quantifying the financial implications of proposed strategies and understand budget impact & Developing performance scorecards. Collaborates on cross-functional teams to develop new tools, implement process changes, and execute on projects. Behaviors: Data-driven and analytical: passionate about diving into data Solution oriented: motivated to solve problems and get to the root cause of an issue. Intellectually curious: asks questions, seeks information, and enjoys the learning process. Flexible and dynamic: adaptive to changing priorities and multiple working styles. Team player: enjoys collaboration and works effectively with others. Effective communicator: articulate, clear and concise in thought presentation. Requirements: Bachelor's degree in business administration, management, or a related field 2 years of relevant work experience in a business strategy or consulting role. Proven experience in a similar role Strong Excel skills (performing data analysis, reporting, and synthesis. Strong PowerPoint skills (drafting and developing presentations that effectively communicate complex ideas, analyses, and recommendations). Demonstrated expertise in organizational and project management Exceptional communication and interpersonal skills Ability to work autonomously and effectively prioritize tasks Proficiency in Microsoft Office Suite and project management software In-depth knowledge of organizational development and process improvement methodologies Ability to maintain strict confidentiality and handle sensitive information with utmost discretion