SVP of Managed Account Solutions

A company is looking for a Senior Vice President to lead managed account solutions.

Key Responsibilities

Own the vision, strategy, and P&L of managed account solutions

Lead a team to optimize existing products and design future advice offerings

Expand distribution channels and manage advisory partner relationships for growth

Required Qualifications

Minimum of 10 years of experience in the retirement industry

In-depth knowledge of the managed accounts and Defined Contribution markets

Demonstrated senior leadership and stakeholder management skills

Bachelor's degree in finance, economics, marketing, or related field

Series 65 registration required within corporate-established timelines

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