Vice President, Investment and Wealth Solutions

Ascensus•Dresher, PA

About The Position

Responsible for driving new revenue growth and profitability across the Ascensus platform by optimizing existing asset manager partnerships, driving co-manufacturing and product innovation, and developing wealth solutions that help advisors and partners serve their clients’ broader savings and wealth goals beyond the workplace, all in support of partner efforts to drive client expansion. Accountable for the achievement of business objectives working in partnership with the leaders of Ascensus’ four lines of business as well as various centers of excellence.

Requirements

Minimum 15 years of relevant experience
Ability to drive growth of enterprise value through working with institutional partners, advisors, & 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.
Understanding of advisor and rollover ecosystems and how to help partners and advisors serve their clients’ wealth needs across the savings-to-wealth journey
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

Nice To Haves

High degree of emotional intelligence and executive maturity.
Open, engaging, inspires others, listens well, holds others accountable and drives change and growth.
Capability to lead cultural evolution.
Makes sound judgments for the long term and owns the results.
Ensures things are getting done at an appropriate pace, impacting business performance at the highest levels; for instance, they evoke ownership and accountability, streamline processes and structure, and reallocate resources quickly and flexibly.
Possesses a strategic commercial mindset.

Responsibilities

Execute on a comprehensive strategy to drive revenue growth across Investment Solutions and retirement advisor-enabled Wealth 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 and distribution partner relationships
Develop curated investment and wealth product offerings and complete solution sets to enhance value for partners, advisors, and their 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, and advisor-delivered wealth and rollover solutions
Develop and package differentiated wealth and rollover solutions that advisors and partners can deliver to their own clients, extending the relationships they have built through the workplace
Build advisor- and partner-facing lead and referral capabilities that connect participants with the retirement advisors who serve them, positioning Ascensus as the enabling platform rather than the advice competitor
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, advisors, and internal business leaders
Ensure alignment of economic models, incentives, and commercial differentiation approaches with organizational goals
Foster a culture of innovation, collaboration, and excellence within the team
Establishes a clear vision and strategy and communicates that vision in a way that creates clarity and inspires action.
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.