This role is responsible for defining, developing, and implementing strategic KPIs, analysis and key insights to drive institutional sales and retention. This requires partnering with head of institutional sales leadership to design and implement metrics to measure the end-to-end sales process. Develop and monitor metrics to assess and report health and risks of retirement plans. Integrate external data sources that will lead to business results.
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Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees