Senior Financial Analyst collaborating with employee benefits consulting team. Transforming data into compelling stories that drive strategic decisions for clients.
About the role
- Vice President driving new revenue growth and profitability across Ascensus technology platform. Focusing on investment solutions and asset manager partnerships while leading collaborative strategies for growth.
Responsibilities
- 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
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