Executive Director, Lead - Retirement
About The Position
Grow the firm’s retirement and insurance asset base across Retirement Plans, Annuities, COLI, and General Account assets Partner with the Head of Insurance and Retirement Group to lead retirement strategy, including sales execution, product innovation and client segmentation Serve as lead relationship manager for a targeted list of prospects and clients, including Recordkeepers, Mid-Market Consultants, Aggregators, Fiduciary Service Providers, and Insurance Carriers Develop and execute client-level sales and servicing strategies aligned with IRG priorities, annual sales targets and asset retention goals Clearly articulate the value of JHI products and services, including practice management and value add content, as well as capital markets and economic insights Drive durable, profitable growth across the IRG client base through proactive business development and relationship expansion Partner with assigned Account Managers and coach, mentor and develop IRG team members Contribute to IRG annual planning, including sales goals, budget development and strategic objectives Perform additional responsibilities as required
Requirements
- Proven Insurance and Retirement industry knowledge within asset management distribution
- Strong relationships with Recordkeepers and Retirement Aggregators
- 10+ years of sales, client relationship and distribution experience in financial services
- Ability to build and maintain differentiated internal and external relationships across all organizational levels
- Demonstrated ability to help design, launch and scale new retirement and insurance strategies
- Exceptionally strong writing and oral communication skills
- Ability to make sound decisions amid complexity, competing priorities and ambiguity
- Commitment to the highest ethical standards
Nice To Haves
- Graduate, post-graduate or professional qualification
- Series 7 and 63 licenses required
- Series 3 preferred
- CIMA, CFA or like expertise preferred
Responsibilities
- Grow the firm’s retirement and insurance asset base across Retirement Plans, Annuities, COLI, and General Account assets
- Partner with the Head of Insurance and Retirement Group to lead retirement strategy, including sales execution, product innovation and client segmentation
- Serve as lead relationship manager for a targeted list of prospects and clients, including Recordkeepers, Mid-Market Consultants, Aggregators, Fiduciary Service Providers, and Insurance Carriers
- Develop and execute client-level sales and servicing strategies aligned with IRG priorities, annual sales targets and asset retention goals
- Clearly articulate the value of JHI products and services, including practice management and value add content, as well as capital markets and economic insights
- Drive durable, profitable growth across the IRG client base through proactive business development and relationship expansion
- Partner with assigned Account Managers and coach, mentor and develop IRG team members
- Contribute to IRG annual planning, including sales goals, budget development and strategic objectives
- Perform additional responsibilities as required
Benefits
- Hybrid working and reasonable accommodations
- Generous Holiday policies
- Paid volunteer time to step away from your desk and into the community
- Support to grow through professional development courses, tuition/qualification reimbursement and more
- Maternal/paternal leave benefits and family services
- Complimentary subscription to Headspace – the mindfulness app
- Discounted membership to ClassPass and other health and well-being benefits
- Unique employee events and programs including a 14er challenge
- Complimentary beverages, snacks and all employee Happy Hours
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Education Level
No Education Listed
Number of Employees
501-1,000 employees
