Serves as day- to-day contact for key strategic relationships within our sales distribution channels. Develops project plans and statement of work, determines resource requirements and obtains resources for assigned projects.
Routinely communicates project status to stakeholders and delivers end-project (e.g., completed task(s), implemented processes/controls, set of recommendations, documented business requirements, etc.)
Key resource for VP, Specialty/Tax Exempt Distribution and VP, National Partner Operations & Integration with day to day management of key strategic relationships including reporting, issue resolution, meeting preparation, and follow-up coordination of marketing, selling agreement management and sales and support functions. Partners in business development initiatives for identifying and cultivating new strategic relationships. Acts as a liaison between Marketing and Strategic Relations Team to ensure team is aware of and effectively leverages marketing and communications materials within distribution channels. Maintain and partner in updating strategic relationship information in the centralized CRM database to ensure quality of reporting and market interactions. Manages project responsibilities for Strategic Relations Initiatives (e.g., consultant seminars, webinars, targeted campaigns, etc.) Responsible for serving as the product expert and update the team on all changes and enhancements across our Full-Service and I/O offerings (i.e. recent wins, new capabilities, marketplace and competitor intelligence, trends, etc.)

• Bachelor's degree or equivalent work experience
• Minimum 5-7 years of Retirement Industry experience
• 2 years of experience in Relationship Management or Sales
• Excellent organizational skills and attention to detail
• Ability to identify/anticipate needs to proactively provide solutions/support
• Excellent analytical, reporting and information synthesis skills
• Strategic minded; ability to conceive of and propose new directives and
• execute to build stronger organizational capability
• Strong drive for results
• Ability to work independently with a high level of initiative and motivation
• Leadership and partnering skills in working with all internal/external partners
• Strong communication skills (written & oral)
• Familiarity with Salesforce.com is a plus
• Ability to handle multiple simultaneous, time-sensitive projects
• Ability to maintain condentiality in all matters
• FINRA 6, 63 and Life Insurance licenses required within 120 days of employment