Vice President, Investment and Wealth Solutions

Responsibilities

• Execute on a comprehensive strategy to drive revenue growth across Investment Solutions and retirement advisor-enabled Wealth Solutions
• Collaborate with business line leaders to align strategies and ensure cohesive execution across the organization
• Optimize Revenue from Existing Partners: Identify opportunities to maximize revenue from current asset manager and distribution partner relationships
• Develop curated investment and wealth product offerings and complete solution sets to enhance value for partners, advisors, and their clients
• Explore and evaluate opportunities for co-manufacturing investment products with asset managers
• Drive targeted product innovations in areas such as private investments, stable value, QDIA/Target Date Funds, active strategies, and advisor-delivered wealth and rollover solutions
• Develop and package differentiated wealth and rollover solutions that advisors and partners can deliver to their own clients, extending the relationships they have built through the workplace
• Build advisor- and partner-facing lead and referral capabilities that connect participants with the retirement advisors who serve them, positioning Ascensus as the enabling platform rather than the advice competitor
• Evaluate opportunities for asset management partners to share in the growth of wealth solutions
• Stakeholder Management: Build and maintain strong relationships with key stakeholders, including asset managers, advisors, and internal business leaders
• Ensure alignment of economic models, incentives, and commercial differentiation approaches with organizational goals
• Culture Carrier: High degree of emotional intelligence and executive maturity. Open, engaging, inspires others, listens well, holds others accountable and drives change and growth

Requirements

• Minimum 15 years of relevant experience
• Ability to drive growth of enterprise value through working with institutional partners, advisors, & large-scale distribution as well as through periods of transformation
• Growth mindset with proven experience and strong results leading large scale complex business segments with significant growth potential with resources and partners across the US
• Experience enhancing relationships with clients, advisors, and industry influencers and superior interpersonal skills with all levels
• Demonstrated experience in retirement/savings industry, asset management, and wealth management channels, with understanding of products/solutions, distribution/service models, key competitors, and centers of influence
• Understanding of advisor and rollover ecosystems and how to help partners and advisors serve their clients’ wealth needs across the savings-to-wealth journey
• Strong detail orientation. Comfortable working in a dynamic, fast-paced, informal, and collaborative culture
• Ability to lead within a tech-enabled business and drive the development of suitable technology solutions and product and services platforms that deliver differentiation in the marketplace and effectuate great outcomes
• Customer Centric: Strong customer focus with a proven track record of driving customer growth through the adoption of products and excellence in service. Brings the ability to leverage insights to build innovative products and solutions
• Strong collaboration skills, which lead to the ability to identify meaningful new opportunities and to demonstrate joint accountability for organizational success with peers
• Courage, intelligent risk taking, being a catalyst for decision making and ability to effect change within the larger organization
• Travel required
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients