Cuna Mutual Director, Business Management in Madison, Wisconsin

Job Purpose:

Under the direction of the Business Unit Leader, this position is responsible for supporting the senior leaders in the business unit on key business initiatives and management of overall business operations and for providing high-level executive business support for senior leadership. This role is also responsible for working with senior leadership in planning, developing and executing around key business initiatives, as well as leading special projects as directed.

Framework General Profile and Scope:

(Standard criteria based on job factors for the career track / level)

  • Recognized as an expert within the company

  • Leads projects with notable risk and complexity; develops the strategy for project execution; provides functional thought leadership

  • Anticipates internal /external business challenges and/or regulatory issues; recommends process, product or service improvements

  • Solves unique, complex problems that have a broad impact on business

  • Contributes to the development of functional strategy

  • Leads project teams.

Job Responsibilities:List of general activities, duties and/or tasks typically performed within the job

  • Develop and manage annual and long-term operations and strategic plan along with overall management of the portfolios of project. Using the annual goals and strategic initiatives identify and align the appropriate operational projects, initiatives, sales events, reporting, operational budget, leadership activities, training and development of staff, and communication planning.

  • Responsible for the overall execution of the project portfolio. This includes leading the cross functional portfolio management team to scope projects, prioritize projects, align projects to strategic initiatives, brainstorm creative solutions, identify project tradeoffs, and ensure the overall execution of the project portfolio.

  • Facilitate the development of division strategic plans, cascade department strategic plans and for staffing, document and communicate plans to appropriate stakeholders.

  • Lead special projects and assignments as directed by the business unit leadership.

  • Provide executive support in business unit communication planning and development. Develop and execute a yearly communication plan, including speaking points and content for business meetings and events. Serve as the project manager and planner for division meetings on behalf of the business unit leader.

  • Meet with internal stakeholders to resolve complex business issues.

  • Actively engage with the division management team regarding key business initiatives; make appropriate recommendations and takes necessary steps in order to achieve successful business results.

  • Represent leadership in business planning meetings and through the company as needed or requested.

  • Stay abreast of existing and emerging corporate and division information technologies and systems to assess their impact on the business needs of the operations.

  • Develop close working relationships with other members of the business unit leadership to ensure successful attainment of goals and objectives.

Job Requirements:

List of general education, background and experience, knowledge, skills and abilities typically required to effectively perform the responsibilities of the job. Also include any required licenses and/or designations.

  • Bachelor's degree in Marketing, Business Administration, Insurance or related field or an equivalent trade-off of related professional work experience.

  • 8 to 10 years of progressive project management experience and sales or product management/supervisory experience strongly preferred, in the insurance or financial services industry.

  • Experience developing, leading and managing across multiple business areas such as sales, operations, business planning, and management/business reporting.

  • Proven success and experience in collaborating and influencing multiple functions and groups to achieve desired sales/financial goals.

  • Strong communication skills demonstrated both in writing and verbally; ability to communicate on behalf of senior management.

  • Proven ability to prioritize, lead, and manage multiple projects and tasks to successful completion; strong project management experience required.

  • Strong organizational and analytical skills, strong business acumen required.

  • Strong time-management, planning and problem-solving skills.

  • Experience in Microsoft Office suite, spreadsheets, graphic software, and Internet/Intranet applications.

  • Ability to travel up to 30% based on business unit support needs.

Physical Job Analysis:

While performing the duties of this job, the employee is regularly required to sit, stand, write and operate a computer keyboard, standard office equipment and telephone. The employee is frequently required to move about and reach for items. The employee may occasionally lift and/or move up to 10 pounds. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.


CUNA Mutual Group’s insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.

Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.

For more than 80 years, CUNA Mutual Group has worked tirelessly to deliver product and service solutions that meet the unique challenges and needs of credit unions and their members. Our vision is unwavering: to be a trusted business partner who delivers service excellence with customer-focused, best-in-class products and market-driven innovation.

Discover for yourself the difference we can make for you.