AVP, Head of Wholesaler Concierge
About The Position
Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR’s powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit www.globalatlantic.com. The AVP, Head of Wholesaler Concierge will lead and oversee the strategy, execution, and continuous improvement of Global Atlantic’s wholesaler concierge function. This role is pivotal in driving connectivity between the field and The Consulting Group, enhancing the wholesaler experience through seamless event support, technology integration, and insightful business analysis. The successful candidate will establish best-in-class processes, procedures, toolsets, and ways of working that maximize utilization of Global Atlantic’s value-add teams—including Global Atlantic Consulting, Advanced Markets, and Multicultural—while optimizing pre- and post-meeting protocols to help drive incremental sales.
Requirements
- Bachelor’s degree in Business, Marketing, Communications, or related field; advanced degree a plus.
- 5+ years of experience in financial services, sales support, event management, or related function.
- Proven ability to design and implement processes that scale across teams and functions.
- Strong analytical skills with experience building dashboards, reports, or scorecards to track performance and trends.
- Excellent communication and relationship-building skills across sales, marketing, and executive leadership teams.
- Demonstrated leadership ability with experience managing cross-functional stakeholders and driving adoption of new processes.
- Strategic thinker with operational excellence.
- Process-driven and detail-oriented with a continuous improvement mindset.
- Strong problem-solver who anticipates needs and identifies opportunities.
- Collaborative leader who can influence without direct authority.
- Comfortable working in a fast-paced, dynamic environment.
Nice To Haves
- Familiarity with invite/event technology platforms (e.g., Jeto, Marketo, or similar) preferred.
Responsibilities
- Lead planning, logistics, and execution for wholesaler events, meetings, and conferences.
- Manage and optimize the invite technology process, including Jeto, to ensure efficient and seamless event participation.
- Establish best practices for invitations, collateral, follow-up scripts, and Salesforce campaign procedures to increase meeting effectiveness.
- Partner with wholesalers and internal stakeholders to ensure high-quality, high-impact event delivery.
- Serve as the primary liaison between the internal sales desk and The Consulting Group, ensuring alignment on strategy, priorities, and execution.
- Facilitate clear communication channels and ensure wholesalers have easy access to consulting programs, resources, and support.
- Collaborate with sales leadership, Global Atlantic Consulting, Advanced Markets, and Multicultural teams to establish a pilot program aimed at: Increasing utilization of value-add content and speaking opportunities at meetings. Identifying and implementing best practices pre- and post-meeting, including invitation flow, collateral, follow-up, and measurement of success.
- Own the creation, management, and reporting of team scorecards, tracking activity, engagement, and outcomes.
- Analyze data to identify trends, opportunities, and areas for improvement that enhance the impact of wholesaler engagement.
- Provide insights and recommendations to senior leadership to inform decision-making and drive continuous improvement.
Benefits
- Global Atlantic’s base salary range is determined through an analysis of similar positions in the external labor market.
- Base pay is just one component of Global Atlantic’s total compensation package for employees and at times we hire outside the boundaries of the salary range.
- Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives.
- Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
- Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Number of Employees
1,001-5,000 employees
