Sr. Managing Director, Strategy and Business Development

Huntington National Bank•Charlotte, NC

1d•Hybrid

About The Position

Huntington Insurance Leader, Strategy and Business Development is responsible for defining and executing the agency’s strategic vision to drive growth, profitability, and integrated insurance solutions with Huntington Bank. This role focuses on long-term strategy, go-to-market design, mergers and acquisitions—including integration efforts—and leveraging data insights to align insurance offerings with the bank’s vertical strategies, positioning the agency as a trusted partner for clients and a high-performing business unit within the organization.

Requirements

Bachelor’s Degree
10+ years of related experience in brokerage experience
10+ years of leadership experience with a proven track record of success developing leaders, growing revenue and improving profitability
Ability to obtain and maintain applicable insurance licenses as needed.

Nice To Haves

Excellent written and verbal communication skills, including professional grammar and demeanor.
Ability to interact effectively with all levels across the organization
Ability to thrive in a collaborative, team-oriented environment
Problem solving skills/ability to handle complex issues
Ability to multi-task and meet tight deadlines
High energy, results driven with strong coaching ability
Broad-Based Business knowledge with emphasis on Leadership, Sales Development and Client Service
Strong presence and C-level experience with a bias toward negotiation and consultative sales
Ability to effectively navigate conflict with customers and partners

Responsibilities

Strategic Leadership Develop the agency’s long-term strategic plan, ensuring alignment with Huntington Bank’s growth objectives, geographic expansion, and client-centric approach.
Collaborate with Huntington Bank’s business lines (Commercial, Wealth, Regional) to design integrated vertical strategies that deliver comprehensive insurance solutions.
Use market intelligence, client analytics, and performance data to identify growth opportunities and inform strategic decisions.
Financial Management Develop business cases to support the strategy Monitor KPIs and provide actionable insights to senior leadership related to the strategic initiatives Examples: Work across the bank to unlock opportunities to integrate insurance into the sales cycle Identify producers in expansion markets to introduce to line of business leaders Evaluate embedded insurance partnerships
Business Development Drive acquisition of new clients and deepen relationships with existing accounts through integrated bank-insurance solutions.
Expand distribution channels and leverage Huntington Bank’s client base to maximize reach and revenue potential.
Identify and attract top talent, strategic partnerships, and resources in Huntington’s expansion geographies to support growth and market penetration.
Examples: Single point of contact for the agency to drive inorganic growth. The face to sell-side firms, initial point of entry for agencies, orchestrates buy-side efforts, and conducts site visits Build a programmatic approach to M&A and systematic approach to integration Coordinate efforts across the bank – finance, corp dev, IT, etc
Mergers & Acquisitions Identify, evaluate, and execute M&A opportunities to accelerate growth and expand market presence.
Conduct due diligence, financial modeling, and strategic fit analysis.
Lead integration efforts post-acquisition, ensuring operational alignment, cultural fit, and realization of synergies across Huntington Bank and the agency.
Partner with Huntington Bank’s corporate development and finance teams to align acquisitions with enterprise objectives.
Examples: Evaluate solutions to expand Commercial Title Evaluate build/buy/partner options to meet the time zone/language needs of recently expanded geographies for personal lines – e.g. Central Time Zone Sales Center
Go-to-Market Strategy Design and execute go-to-market plans for new products, services, and client segments in partnership with bank teams.
Coordinate cross-functional campaigns with marketing, sales, and banking partners to maximize client engagement and cross-sell opportunities.
Establish data-driven performance metrics and dashboards to measure success and optimize execution.
Examples: Facilitate conversations across the insurance and bank leadership teams to develop the long-term strategy and build board presentations annually to share the strategy Commercial bank has identified a number of vertical they plan to grow (e.g. healthcare, non-for-profit, etc). Prioritize and size insurance potential associated with each vertical and build a business plan to establish insurance verticals