Manages the life cycle for a portfolio of complex products and value-add offers that engage and deliver value to the client(s) within an assigned business unit. Specifically responsible for the management of the firm's Integrated Retirement Plan Solutions Offer with key Advisor/Consultant partners, including aggregate plan solutions (PEPs, GOPs, MEAPs). Makes recommendations on the strategy for those products and offers to management and senior staff.
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Job Type
Full-time
Career Level
Senior