Sales Operations Segment Lead, RPS and USI Retirement
Core
Lead Sales Operations for the Retirement Plan Services (RPS) and US Intermediaries (USI) Retirement segments, translating segment priorities into scalable execution, governance, and measurable outcomes.
Role type
Senior Sales Operations Segment Lead
Builds
Scalable sales execution rhythms, governance frameworks, and cross-functional capabilities for retirement segments
Domain
Asset Management / Financial Services / Retirement Planning
Required skills
Sales operations leadership, complex program management, stakeholder influence, process optimization, data-driven decision making, cross-functional coordination, strategic planning, change management, governance design, territory/coverage management
Preferred skills
Retirement plan services experience, intermediary/wholesale distribution knowledge, asset management background, financial services domain expertise
Technologies
CRM systems, sales analytics platforms, governance tools, collaboration software
Responsibilities
Serve as primary day-to-day Sales Operations partner to senior leaders in RPS and USI Retirement; Lead segment application of sales execution rhythms and governance standards; Coordinate cross-functional working groups to drive segment initiatives; Identify opportunities for shared solutions and global capability improvements; Assess business needs against existing capabilities and recommend capability development; Establish sustainable recurring GSM routines with clear ownership and follow-through.
Seniority
Senior, hands-on IC with leadership responsibilities