Develop, articulate, and execute the strategic roadmap for Institutional Services.
Design, implement, and drive sales processes to maximize and achieve revenue growth.
Strengthen client retention and deepen institutional relationships through proactive engagement.
Oversee management and continuous improvement of institutional investment and retirement platforms.
Requirements
Bachelor’s degree required.
15 or more years of experience in institutional investment management or institutional financial services, including investment management, custody, sales, and retirement plan administration.