Jonathan J. T. Cape

About Jonathan J. T. Cape

An analytical and strategically oriented leader with strong written and verbal communication skills developed through multiple roles in FP & A, Strategy, and Sales Management. I possess a valuable skill set enabling me to assess a situation, identify & organize relevant data, translate the information into actionable solutions, communicate key ideas up and down the organizational hierarchy, execute the solution, monitor the outcome, and adjust as appropriate.My Top 5 Strengths-Analytical-Strategic-Competitive-Striver-Learner-Leading Forecasting, Planning, & Business analysis in large and small organizational dynamics-Building and enhancing driver based financial performance and capital management models to enable business decisions and projections-Translating data into actionable business insights-Influencing key decisions with and without direct authority.

Experience

1. Annuity Intelligence Manager

   Aspida

   Aug 2023 — Present · Durham, NC, US

   Led competitive intelligence efforts by delivering weekly insights to executive leadership on annuity product trends, sales performance, and rate developments. Collaborated with distribution partners to drive advisor engagement and expand adoption of Aspida products.Managed Fixed Index Annuity (FIA) investment solutions, overseeing strategic relationships with investment banks and asset managers. Innovated and optimized the FIA index lineup across two product suites, enhancing option budget efficiency and improving client allocation strategies to boost product profitability.Executed high-impact initiatives for the annuity product team, including administration of a $20 million annual advisor commission bonus program to support sales growth and retain top-performing advisors.Key Achievements Proactively expanded investment banking partnerships, driving down projected hedging costs and delivering $1 million in expected savings for 2025. Sourced and launched a new investment option, increasing unique client allocations from ~10% to over 30% within 12 months.

Education

• Duke University

  BA, Economics

  2000 — 2004

• University of North Carolina Wilmington

  Professional MBA

  2010 — 2012

Skills

• Small Business Lending
• Relationship Management
• Financial Planning
• Financial Analysis
• Business Development
• Finance
• Commercial Banking
• Coaching
• Analysis
• Recruiting
• Credit Analysis
• Consumer Lending
• Strategy
• Qlikview
• Sales
• Investments
• Hyperion Performance Suite
• Management
• Toad
• Leadership
• Strategic Financial Planning
• Portfolio Management
• Loans
• Microsoft Powerpoint
• Public Speaking
• Credit
• Customer Service
• Financial Services
• Commercial Lending
• Microsoft Excel
• Banking
• Risk Management