About this role
Role Overview
- Lead client prospecting process for new products
- Conduct product research and benchmarking
- Identify partnerships and acquisitions opportunities
- Develop strategy for advisor channel
- Liaise with senior executives for integrated strategies
Requirements
- 8+ years of financial services and retirement experience in a client facing role
- Demonstrated experience in relationship building
- University degree preferred
- Strong analytical and problem-solving skills
- Ability to identify and develop strategic partnerships
Benefits
- Health insurance
- Retirement plans
- Professional development
- Wellness programs
- Paid time off
- Flexible work arrangements