Manager-Retirement Services Operations & Sales Support

AManager of Retirement Services Operations & Sales Supportleads a team that builds infrastructure (tools processes) to empower Retirement Client Advisors ensuring smooth operations efficient client service and strategic sales growth by bridging sales/marketing managing sales tech (CRM) analyzing performance and driving adoption of Retirement advisory products ultimately boosting revenue client satisfaction and retention.

How you will spend your time:

• Serve as a lead technical resource for advisors collaborating with them to resolve complex client matters and ensure high-quality service delivery.

• Oversee day-to-day operationsmonitorservice levels produce reports and streamline internal processes to enhance efficiency and client satisfaction handle escalated issues and manage client and participant engagement strategies.

• Develop sales support strategies drive operational initiatives and contribute to budget/strategic planning aligning support with firm goals.

• Provide resources tools (CRM) training and materials (proposals presentations) to sales teams for efficiency.

• Act as a key liaison for complex inquiries from plan sponsors brokers/agents and financial partners ensuringtimelyand professional communication.

• Design implement and sales support sales processes systems (like Salesforce) and technology ensuring data accuracy.

• Createsaccuratetimelyreports on client portfolios analyzing performance/risk ensuring data accuracy from various recordkeeping partners collaborating with investment teams to explain financial data to clients focusing on accuracy quarterly deadlines data integrity and client communication

• Work closely with Commercial Institutional and Wealth Sales Marketing Product Technology and Operations teams to ensure alignment and support adoption of retirement products and services.

• Serve as the voice of the client build strategic partnerships with TPA/recordkeeping/custodial partnersmonitormarket trends and drive adoption of advisory solutions.

• Oversee billing operations for Retirement Plan Services processes (invoicing claims A/R) and ensure compliance and efficiency to maximize revenue.

• Ensure all business activities effectivelyidentify measure monitor and control risksin accordance withcompany policies and procedures.

Wereexcited to talk to you if:

• 10 years of progressive experience in the Retirement Plan Industry OR any combination of education and experience that would provide an equivalent background.

• 3 years supervisory experience.

• Deep understanding of retirement sales and services operations sales cycles and CRM systems (e.g. Salesforce).

• Strategically oriented with exceptional organization and prioritization skills with the ability to multitask.

• Strong leadership interpersonal skills and strong project management skills with the ability to independently manage and structure complex programs and projectobjectivesin a matrixed organization with multiple work streams.

• Bachelors degree or equivalent combination of education and work experience.

• Analytical skills for data interpretation and problem-solving.

• Expert knowledge of Microsoft Excel andproficiencyin other Microsoft Office applications.

• Demonstrated ability to actively listen to others and effectively articulate and translate ideas terms and concepts for the positions specialized business line.

• Ability tomaintaina high levelof confidentiality in the performance of responsibilities.

• Accredited Investment Fiduciary (AIF) or similar fiduciary designations (preferred).

• ASPPA certifications (QKA QPA) or CEBS designations (preferred).