Execute a comprehensive distribution strategy for investment & wealth solutions across the Retirement business, driving growth through market engagement, advisor collaboration, and effective sales execution in a matrixed environment.

Reimagine investment distribution in a growth-driven role, leading strategies to enhance revenue and market presence across Retirement solutions. Collaborate with cross-functional teams to implement innovative investment products and drive client engagement.

Advance the distribution strategy for investment and wealth solutions in the Retirement sector. Lead a dedicated team to enhance client engagement, drive measurable growth, and establish a scalable operating model for ongoing success and client satisfaction.

Drive growth by cultivating strategic partnerships with TPAs, executing territory sales strategies, and enhancing engagement to position the firm as the preferred recordkeeper for retirement plans.

Shape the future of relationships with Third Party Administrators by developing strategies, building partnerships, and driving engagement within your territory. Collaborate closely with sales teams to establish a leading presence in the retirement planning landscape.