Jackson

VP, Sales Operations & Enablement

Jackson$150K — $180K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree or equivalent experience required.
  • 10+ years in financial services or insurance industry required.
  • 5+ years of management experience required.
  • Securities Industry Essentials (SIE) preferred.
  • FINRA Series 6 or 7, FINRA Series 24 or 26 preferred.

Responsibilities

  • Build and maintain executive KPI dashboards for pipeline health visibility.
  • Act as a liaison between multiple departments, including Sales and Marketing.
  • Analyze workforce trends to identify market opportunities and bottlenecks.
  • Direct development of monitoring systems for business processes within Distribution.
  • Collaborate with sales teams to analyze and execute business plans.
  • Lead a centralized reporting function for Sales Desk metrics.
  • Oversee updates for Standard Operating Procedures (SOPs) to enhance processes.

Benefits

  • Opportunity to lead strategic initiatives in a growing team.
  • Development and implementation of cutting-edge sales enablement tools.
  • Collaboration with high-level executives across departments.
  • Focus on business process transformation and operational excellence.
Full Job Description

If you are an internal associate, please login to Workday and apply through Jobs Hub.

Job Purpose

The VP, Sales Operations & Enablement oversees teams within Distribution that are accountable for increasing wholesaler efficiency, efficacy, and support. The VP ensures the development and advancement of strategic initiatives and operational health across Distribution. This individual works with multiple departments to direct wholesaler support and sales territory management efforts. The VP, Sales Operations & Enablement also ensures Sales Assistants are leveraged consistently across wholesaler pods, sets the strategy for the Distribution Command Center, establishes centralized reporting to support Sales Desk leadership, and leads the Distribution Process Engineering function.

Essential Responsibilities
  • Builds and maintains executive KPI dashboards to provide leadership with real-time visibility into pipeline health, win/loss rates, and rep performance.
  • Acts as a central operational liaison between Sales, Marketing, Product, Finance, Business Intelligence, and Compliance.
  • Analyzes workforce and sales trends to identify market opportunities, pipeline bottlenecks, and underperforming segments.
  • Directs the development, implementation, and on-going operation of complex monitoring systems to ensure the health and performance of business processes, workflows, skills, and service level adherence within Distribution.
  • Works closely with the external sales team and internal resources to conduct research and analysis to help develop and execute an appropriate business plan to maximize wholesaler interactions.
  • Directs the creation and distribution of reporting metrics to members of Senior Management, Sales, and Operations. Leads a centralized reporting function for Sales Desk monitoring.
  • Oversees a continuous cycle of updates for Standard Operating Procedures (SOPs) to support business processes. Maintains an inventory of all business processes for Distribution.
  • Oversees the strategic direction and expansion of the Distribution Command Center. Develops a Sales Desk forecasting model to ensure appropriate staffing levels.
  • Partners with multiple Distribution departments to support and execute sales initiatives.
  • Oversees the Sales Assistant deployment model within wholesaling channels. Ensures effectiveness of Sales Assistant teams and activities.
  • Oversees the identification of wholesaler best practices and trends and the dissemination of findings to Sales leadership for possible implementation and action.
  • Builds effective relationships with sales teams and management to achieve business objectives.
  • Keeps abreast of new technology solutions and sales enablement tools. Identifies and implements potential solutions for RPA and automation initiatives.
  • Lead the Distribution Process Engineering function and establishes enterprise standards for process improvement.
  • Drives business process transformation initiatives utilizing process mapping, workflow design, and automation.
  • Identifies opportunities to simplify, standardize, and automate sales processes.
  • Implements operating models that improve cycle time, quality, cost efficiency, and associate experience.
  • Develops and governs process performance metrics and continuous improvement roadmaps.
  • Leads cross-functional initiatives to eliminate operational bottlenecks and improve scalability.

Other Duties
  • Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities
  • Expert knowledge of the financial services industry.
  • Strong ability to motivate and manage staff, including the ability to delegate.
  • Expert knowledge of Jackson’s products, policies, procedures, and systems or ability to obtain this knowledge quickly.
  • Exceptional analytical and problem-solving skills. Strong quantitative analysis skills.
  • Exceptional written and verbal communication and presentation skills with the ability to effectively communicate complex information and influence decision making.
  • Strong organizational and project management skills with the ability to prioritize, oversee multiple tasks, meet deadlines, and work under pressure.
  • Strong research, information gathering, and investigative skills.
  • Excellent relationship building skills with the ability to establish and maintain effective working relationships with colleagues, department leaders, and senior management.
  • Strong leadership skills with a proven track record of successfully building, managing, and coaching a productive team.

Qualifications
  • Bachelor's Degree or equivalent experience required.
  • 10+ years of financial services or insurance industry experience required.
  • 5+ years of management experience required.
  • Securities Industry Essentials (SIE) preferred.
  • FINRA Series 6 or 7, FINRA Series 24 or 26 preferred.

About Jackson

Jackson Careers

Join the vibrant team at Jackson, a leader in industry innovation and growth. At Jackson, we offer more than just job opportunities; we provide a platform for professional development and leadership in a diverse and inclusive environment.

Work You’ll Do

At Jackson, you’ll be part of a dynamic team committed to excellence and innovation. Our company is at the forefront of industry leadership, providing a wealth of opportunities for career advancement and professional growth. Whether you’re looking for a full-time position or an internship, Jackson is the place where your skills will be honed, and your professional aspirations realized.

Explore Jackson’s Employment Opportunities

We are constantly expanding our team with talented individuals who are eager to drive innovation and lead in their respective fields. Our hiring process is designed to identify and nurture such talent, ensuring that every team member is equipped to contribute effectively. From your initial interview to your ongoing career development, Jackson supports you at every step.

Internship Programs

Kickstart your career with a Jackson internship. Gain invaluable industry experience, develop your skills, and build a professional network that will serve you throughout your career. Our internships offer a unique insight into our company culture and operations, setting the stage for future employment opportunities.

Benefits and Culture

At Jackson, we believe that our team is our greatest asset. We are committed to providing comprehensive benefits that promote health, well-being, and work-life balance. Our culture is built on a foundation of respect, diversity, and inclusion, ensuring that all team members feel valued and inspired.

Professional Growth and Development

We are dedicated to the continuous professional development of our employees. Jackson offers diverse training programs, including leadership development and diversity training, to help you grow at every stage of your career. Our commitment to your growth is matched by our commitment to innovation and excellence in everything we do.

Join Our Team

Search open positions that match your skills and interests on the Jackson Jobs portal. We look for passionate, curious, creative, and solution-driven team players. Ready to take the next step in your career? Explore the exciting and rewarding opportunities at Jackson today.

Stay Connected

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Networking and Career Advancement

At Jackson, networking is at the heart of professional and personal advancement. Engage with leaders and peers within the company through various platforms and events. These interactions provide valuable insights and opportunities that can propel your career forward. Join Jackson, where your career is our priority, and your potential is our investment. Let’s innovate and lead together in this dynamic industry.
Learn more about Jackson
Market Cap
$2.8 billion
Industry
5 Year Trend
+12.1%

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