Vice President, Investment and Wealth Solutions

Role Overview

• Execute on a comprehensive strategy to drive revenue growth focused on Investment Solutions
• Collaborate with business line leaders to align strategies and ensure cohesive execution across the organization
• Identify opportunities to maximize revenue from current asset manager relationships
• Develop curated product offerings and complete solution sets to enhance value for partners and clients
• Explore and evaluate opportunities for co-manufacturing investment products with asset managers
• Drive targeted product innovations in areas such as private investments, stable value, QDIA/Target Date Funds, active strategies, etc.
• Evaluate opportunities for asset management partners to share in the growth of wealth solutions.
• Build and maintain strong relationships with key stakeholders, including asset managers and internal business leaders
• Ensure alignment of economic models, incentives, and commercial differentiation approaches with organizational goals

Requirements

• Minimum 15 years of relevant experience
• Ability to drive growth of enterprise value through working with institutional partners & large-scale distribution as well as through periods of transformation.
• Growth mindset with proven experience and strong results leading large scale complex business segments with significant growth potential with resources and partners across the US.
• Experience enhancing relationships with clients, advisors, and industry influencers and superior interpersonal skills with all levels.
• Demonstrated experience in retirement/savings industry, asset management, and wealth management channels, with understanding of products/solutions, distribution/service models, key competitors, and centers of influence.
• Strong detail orientation.
• Comfortable working in a dynamic, fast-paced, informal, and collaborative culture.
• Ability to lead within a tech-enabled business and drive the development of suitable technology solutions and product and services platforms that deliver differentiation in the marketplace and effectuate great outcomes.
• Customer Centric. Strong customer focus with a proven track record of driving customer growth through the adoption of products and excellence in service.
• Brings the ability to leverage insights to build innovative products and solutions.
• Strong collaboration skills, which lead to the ability to identify meaningful new opportunities and to demonstrate joint accountability for organizational success with peers.
• Courage, intelligent risk taking, being a catalyst for decision making and ability to effect change within the larger organization.
• Travel required

Benefits

• 401(k) match
• Medical
• Dental
• Vision
• Paid-Time-Off