Oversees and directs Large, Mega or Not-for-Profit (LMN) Relationship Managers. Responsible for success of team's book of business and owns the team's book of business P&L. Finds solutions, creates value, and has engaged teams. Understands financials by plan and direct report. Identifies and deploys strategies to improve revenue and reduce expense. Responsible for talent acquisition and staff development for approved roles. Drives segment and enterprise initiatives, positions Empower products and services. Thought leader who grows Empower reputation via industry membership, development, and speaking. Understands competitive marketplace, supports new plan acquisition, and develops intermediary relations.
Create and sustain a compelling vision, strategic objectives, and priorities
Drives business results to achieve LMN scorecard goals
Creates and delivers client strategy and ensures alignment throughout territory, segment and enterprise
Leads RMs to drive strategic initiatives and scorecard outcomes
Acts as enterprise leader for team members and executive contact for clients
Drives revenue, decrease expenses for consistent, profitable growth
Manages to budget while balancing territory needs and organizational expectations
Achieve optimal balance between delivering near-term results and preparing for future client needs
Collaborates frequently with other members of the organization, seek cross-segment input
Drives satisfaction with client, and challenges to drive outcomes and segment objectives
Leads RMs and enables team for client success
Interfaces with client at executive level to understand overall objectives and requirements, utilize feedback to enact positive change across territory and segment
Builds long term partnership with associates, clients, and intermediaries
Increases AUM and Managed Accounts
Bachelor's Business Degree or equivalent from accredited institution. Master's Degree preferred.
FINRA Series 6, 26 and 63 registrations required within corporate-established timelines
FINRA fingerprinting required
10+ years senior level leadership experience in Financial Services and Relationship Management
Strategic thinker that can create and drive strategy, and business results
Strong collaboration skills; ability to influence direction and resource allocation
Communicates and creates enthusiasm for initiatives, ability to grow and develop high performing individuals and teams.
Demonstrated ability to lead and motivate remote teams, and hold accountable in an organization that is evolving its strategy
Adaptable, motivator , culture enabler someone who can help associates embrace change, and think differently
Demonstrated ability to deliver on key objectives, successfully partner with the senior leadership team to transform internal capabilities as well as across the organization
Excellent verbal and written communication skills including presentations skills, building partnerships internally and externally including plan sponsors, consultants and business leaders
Leads team and develops them to solve problems for root cause using innovative and creative solutions.
Has authority for decision making with for the assigned region.
Profit/Loss responsibility for the region.
Great West Retirement