SVP, Head of Retirement Fiduciary Services

About the role

The SVP, Retirement Fiduciary Services is a senior leader within Sentinel Pension Advisors (SPA) who works closely with the Head of Retirement to shape the direction of the business while leading the execution of our business plan, strategic priorities, and growth initiatives across the business.

Responsibilities

• Partner closely with the Head of Retirement, SVP, Retirement Plan Services, COO, CIO to help translate the vision, mission, and strategy for our Retirement Fiduciary Advisory Services into actionable business and operating plans.
• Execute against strategic priorities with discipline, transparency, and accountability, ensuring alignment between long-term direction and day-to-day operations.
• Serve as a senior leader for Fiduciary & Retirement Advisory Services, supporting the performance, consistency, and scalability of the advisory business.
• Lead with a relentless focus on building strong relationships internally and externally, improving responsiveness, and delivering better participant outcomes.
• Establish and monitor key performance indicators related to growth, retention, service quality, profitability, operational effectiveness, and participant results.
• Foster a culture of accountability, collaboration, responsiveness, and continuous improvement across the advisory organization.
• Create urgency for growth by challenging the status quo and paint a better future.
• Clarify priorities so effort is focused on what drives results.
• Create and develop a team that can execute, grow, and scale beyond individuals.
• Create accountability through clear ownership, expectations, and follow-through.
• Ensure visibility into business performance and operating metrics, using KPIs and data to guide decisions, improve execution, and address gaps proactively.
• Drive operational discipline and consistency across the advisory team, ensuring that commitments are met and standards remain high.
• Support financial stewardship by helping improve scalability, resource alignment, and business performance in partnership with senior leadership.

Requirements

• Bachelor’s degree required.
• Relevant industry licenses and designations required or obtained within a defined timeframe (e.g., FINRA Series 65/66, and one or more advanced credentials such as CFA, CPFA, AIFA, QPA, QKA or similar).
• 15+ years of progressive experience in retirement plan advisory, institutional consulting, or related financial services, including significant leadership responsibility.
• Direct experience overseeing or working closely with investment teams (CIO/analysts) and plan advisor/client-facing teams.
• Directly manages the Chief Investment Officer, investment analyst team, plan advisor team and financial wellness educators.

Qualifications

• Confident communicator and engaging speaker, able to simplify complex topics and influence stakeholders at all levels.
• Resilient, adaptable, and growth-oriented, energized by change in the retirement and benefits landscape.

Skills

• Strategic thinking.
• Leadership.
• Collaboration.
• Client relationship management.
• Technical expertise.

Benefits

• Hybrid work option with primary location in Wakefield, MA (or other agreed-upon office location).
• Up to 35% travel may be required to visit clients, prospects, and Sentinel offices.
• Salary range: $170,000 - $240,000.

Pay

• $170,000 - $240,000.

Schedule

• Office-based role with hybrid flexibility.