The Retirement Strategist will develop differentiated retirement research and thought leadership to advance the firm's market position. They will act as a subject matter expert, engaging with clients and internal teams to shape strategy and support commercial objectives.
Develop and execute sales and relationship management strategies for complex regional advisors to drive revenue and account growth. Serve as a trusted consultant to clients by providing expert insights on products, capital markets, and regulatory trends.
The Senior Manager will lead the marketing strategy, positioning, and go-to-market execution for advice offers within the Individual Investors segment. They are responsible for synthesizing market insights to develop business cases and designing engagement strategies to drive client adoption.
Drive sales and revenue generation by fostering strategic relationships with high-profile clients and broker-dealers. Act as a trusted advisor to provide tailored investment solutions and lead complex client partnerships to ensure long-term growth.
Drive sales growth and expand the retirement plan business by building strategic relationships with advisors and partners. Execute regional business plans and provide tailored investment solutions and practice management support to clients.
Lead the administration of employer-sponsored retirement plans by maintaining relationships with sponsors, advisors, and consultants. Focus on improving daily plan operations, resolving complex client issues, and implementing value-add solutions to mitigate risk.
