Tackle the future of retirement products by leading innovative strategies from inception to market launch. Drive product portfolio management and ensure competitive positioning to enhance client retention and business growth.

Drive service excellence by leading a team of Account Managers and Specialists, ensuring superior support for institutional retirement plan sponsors. Develop strategies, resolve complex issues, and enhance team performance for optimal client relationships.

Manage a team of Account Managers delivering tailored services to retirement plan sponsors, resolving escalated issues, driving process improvements, and building strong customer relationships to achieve team and departmental objectives.

Lead a dynamic team in delivering exceptional service to retirement plan sponsors and partners. Develop strategies, resolve issues, and enhance processes while fostering strong relationships in a supportive hybrid work environment.

Accelerate engagement by leading strategic, large-scale events and experiences that enhance the value proposition for financial professionals, driving collaboration with executive leadership and cross-functional teams to support growth initiatives.