AVP, Head of Wholesaler Concierge

About Global Atlantic

Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S. Bermuda and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR) a leading global investment firm Global Atlantic combines deep insurance expertise with KKRs powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity preneed life insurance reinsurance and investment solutions Global Atlantic through its issuing companies helps people achieve their financial goals with confidence. For more information please visit .

POSITION SUMMARY:

The AVP Head of Wholesaler Concierge will lead and oversee the strategy execution and continuous improvement of Global Atlantics wholesaler concierge function. This role is pivotal in driving connectivity between the field and The Consulting Group enhancing the wholesaler experience through seamless event support technology integration and insightful business analysis. The successful candidate will establish best-in-class processes procedures toolsets and ways of working that maximize utilization of Global Atlantics value-add teamsincluding Global Atlantic Consulting Advanced Markets and Multiculturalwhile optimizing pre- and post-meeting protocols to help drive incremental sales.

RESPONSIBILITIES:

Wholesaler Event Planning & Execution

• Lead planning logistics and execution for wholesaler events meetings and conferences.
• Manage and optimize the invite technology process including Jeto to ensure efficient and seamless event participation.
• Establish best practices for invitations collateral follow-up scripts and Salesforce campaign procedures to increase meeting effectiveness.
• Partner with wholesalers and internal stakeholders to ensure high-quality high-impact event delivery.

Internal Desk Liaison & Connection Point to The Consulting Group

• Serve as the primary liaison between the internal sales desk and The Consulting Group ensuring alignment on strategy priorities and execution.
• Facilitate clear communication channels and ensure wholesalers have easy access to consulting programs resources and support.
• Collaborate with sales leadership Global Atlantic Consulting Advanced Markets and Multicultural teams to establish a pilot program aimed at:
  • Increasing utilization of value-add content and speaking opportunities at meetings.
  • Identifying and implementing best practices pre- and post-meeting including invitation flow collateral follow-up and measurement of success.

Data Analysis Scorecard & Trend Spotting

• Own the creation management and reporting of team scorecards tracking activity engagement and outcomes.
• Analyze data to identify trends opportunities and areas for improvement that enhance the impact of wholesaler engagement.
• Provide insights and recommendations to senior leadership to inform decision-making and drive continuous improvement.

QUALIFICATIONS:

• Bachelors degree in Business Marketing Communications or related field; advanced degree a plus.
• 5 years of experience in financial services sales support event management or related function.
• Proven ability to design and implement processes that scale across teams and functions.
• Strong analytical skills with experience building dashboards reports or scorecards to track performance and trends.
• Excellent communication and relationship-building skills across sales marketing and executive leadership teams.
• Familiarity with invite/event technology platforms (e.g. Jeto Marketo or similar) preferred.
• Demonstrated leadership ability with experience managing cross-functional stakeholders and driving adoption of new processes.

KEY COMPETENCIES:

• Strategic thinker with operational excellence.
• Process-driven and detail-oriented with a continuous improvement mindset.
• Strong problem-solver who anticipates needs and identifies opportunities.
• Collaborative leader who can influence without direct authority.
• Comfortable working in a fast-paced dynamic environment.

To be considered for this role applicants mustbe authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

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Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements state and federal laws.