Job Description

Join the BMI Team!

BMI Companies, part of BMI Financial Group, has nearly five decades of experience providing insurance and solutions for families worldwide. Specializing in high-quality Life Insurance, Health Insurance with global coverage, and Travel Assistance Plans, BMI is committed to innovating insurance products for the international community.

About the Role:

This is a high-impact role reporting directly to the Chief of Strategy, offering unparalleled exposure to all facets of the business—both operational and strategic. You will be a key partner in driving the company’s growth, working on a mix of internal development initiatives and external expansion opportunities. This position provides a unique platform to influence key decisions, shape business strategies, and contribute to the long-term success and expansion of BMI. If you're looking for an opportunity to make a significant impact across diverse business areas, this role is ideal for you.

Requirements:

• Degree in Business Administration, Finance, or related fields.
• MBA, CFA, and/or CPA is a plus.
• Advanced Microsoft Office skills.
• Bilingual: Advanced English and Spanish.

Experience:

• Minimum of 7 years' experience within financial institutions.
• Experience in health or life insurance a strong plus.
• Background in strategy consulting, investment banking or corporate development preferred.
• Proven experience in managing high-impact business initiatives, tactical issues, and other operational tasks.
• Strong capability to organize and manage corporate projects alongside members of senior management.
• Participation in cross functional work proposals that promote strategic alignment and organizational transformation.
• Experience in planning, facilitating, and preparing strategic spaces at both internal and key external levels.
• Ability to lead meetings and provide honest and direct feedback.
• Solid organizational and management skills to handle multiple projects and tasks.
• Strong relationship-building skills, with the ability to manage and influence stakeholders to achieve desired outcomes.

Skills:

• Strategic Vision
• Ability to influence and drive change
• Planning & Organization
• Problem Solver
• Critical Thinking
• Results Oriented

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