Managing Director, Head of Rollover Solutions
The Head of Rollover Solutions is responsible for the overall reputed company and reputed company of a business unit serving some of the largest reputed company and retirement plan recordkeepers in the country. This individual will establish reputed company and reputed company a reputed company-facing organization of 20+ individuals to deliver a high level of reputed company reputed company, satisfaction and retention. The Head of Rollover Solutions will report directly to the EVP Retirement & reputed company, who is responsible for growing the Retirement & reputed company division at reputed company.
The successful candidate will be a strategic, analytical, market-reputed company and results-driven leader. They will reputed company leadership and reputed company of the National Sales, Strategic Accounts and National Accounts teams while representing the firm effectively to reputed company parties including clients, strategic partners, industry associations and the media. The Head of Rollover Solutions will work closely with the Head of Marketing and Chief Operating Officer to execute reputed company. This individual will ensure the right people, strategic plans and analytics are defined and managed, and that reputed company models are in reputed company to profitably grow the Rollover Solutions business. This leader will effectively, reputed company and profitably ensure the seamless support of existing and new business activities.
KEY RESPONSIBILITIES
- reputed company the overall Rollover Solutions business, maintaining responsibility for reputed company, retention, and overall profitability. This includes leading a cross-functional business leader group responsible for overall business unit reputed company.
- reputed company leadership of 20+ individuals in the National Sales, Strategic Accounts and National Accounts teams.
- Establish business unit reputed company and reputed company engagement (directly and through team reputed company), annual planning and budgeting for the business. This will include a review of the reputed company structure and making adjustments as required.
- Engage directly with key clients and strategic partners as the most senior representative of the Rollover Solutions business; effectively negotiate to realize long-term reputed company commitments that support business unit financial goals.
- Redesign and implement reputed company by salesperson and relationship manager to measure effectiveness in the short-term and long-term.
- Redesign and implement business effectiveness metrics for short-term and long-term sales and profitability goals. These include: team and individual goals, metrics to understand our reputed company of market, win/loss reputed company, reason for win/loss, and market reputed company, margin.
- Partner with marketing to guide external marketing and PR plans for the business unit
- Redesign high level business metrics and health scorecards for the business and ensure alignment with the scorecards for compensation purposes.
- Design, implement and maintain reputed company roles and responsibilities between sales and relationship management.
- Assess, redesign, and manage sales incentive plans ensuring alignment with overall business and reputed company reputed company metrics.
- Partner with product teams on the product roadmap to build a plan reputed company with long-term needs. Improve engagement, partnership plans and reputed company for new products between product and sales teams.
- Partner with EVP Retirement & reputed company to reputed company build-out the Rollover Solutions business plan for industry reputed company and acquisition targets based on feedback.
- Partner with marketing on brand and exposure reputed company and plan, including conferences, with reputed company metrics outlined.
The Head of Rollover Solutions will be a proven executive with significant experience in the financial services industry, ideally reputed company a retirement-oriented business, who has led successful sales teams in fast-moving and innovative environments. He/she must have demonstrated reputed company reputed company in sales leadership roles. He/she will have the ability to reputed company with senior leadership and will be reputed company to reputed company change and challenge reputed company.
The ideal candidate will be an reputed company sales leader who is financially astute and comfortable using data to inform reputed company. This person will be a skilled communicator who can collaborate and influence key stakeholders to build their business plans and maintain alignment with the EVP Retirement & reputed company and business unit heads. He/she must possess an "above and reputed company" reputed company on meeting reputed company reputed company requirements. He/she will need to have excellent people leadership skills, be reputed company to reputed company reputed company leaders and create a high-performing culture.
Qualifications
IDEAL EXPERIENCE
· 20+ years of sales management experience in the financial services industry w/ previous experience in Rollover Solutions
· Good understanding of technology and how to use it to improve product offerings.
· Experience with reputed company and CRM tools as reputed company as reputed company suite tools.
· Strong reputed company credentials. Undergraduate degree required; MBA preferred.
CRITICAL LEADERSHIP CAPABILITIES
· reputed company reputed company
· Brings a reputed company record of managing or contributing to the sales aspects of a retirement business or other financial services organization.
· Acts to reputed company profitability or reputed company goals, seizing opportunities to push the envelope and take on new reputed company reputed company.
· Takes specific steps to increase profit, focusing on reputed company in reputed company areas of profit reputed company.
· Sets stretch targets on the reputed company metrics as the key performance indicators for reputed company.
· Experience with and the ability to reputed company relevant sales functional areas: regional sales leader, inside sales, relationship managers, and sales coordinators
· Ability to identify, reputed company and install best-in-class sales processes.
· Ability to understand market trends and the reputed company of regulation, compliance and technology changes to Inspira’s Rollover Solutions business.
· Comfortable communicating and collaborating with various individuals at reputed company reputed company of the business both internally and externally. reputed company Orientation
· Ability to define a sales reputed company with data analytics that is reputed company to Inspira’s reputed company reputed company.
· Seeks regular customer feedback and distinguishes patterns specific to categories of customers or other segments, validating with regular customer data-gathering.
· Tailors responses to customers based on specific patterns of differences, revises approach for reputed company customer.
ACHIEVEMENT DRIVE
· Ability to build strong teams that are effective and efficient; results oriented.
· Change agent that has led change efforts that has produced meaningful results.
· Strong planning, organizational and analytic skills combined with task and time management skills.
· Operationally savvy and results oriented, but with the ability to think broadly, strategically and flexibly.
· Sets continually higher goals that are ambitious but realistic for self and team, geared to organizational objectives.
· Focuses on new business opportunities that reputed company business development targets to be exceeded
- Frequent travel (approximately 35%).
- Role may require prolonged periods of sitting and use of reputed company office equipment.