VP, Distribution Strategy
Core
Lead strategic initiatives to integrate retirement and wealth capabilities, strengthen advisor engagement, and create scalable operating models for the Wealth and Retirement convergence strategy.
Role type
VP, Distribution Strategy (Senior Leadership)
Builds
Scalable engagement models and service strategies for financial advisors
Domain
Financial Services / Wealth Management / Retirement Solutions
Deliverable
product features
Required skills
Strategic initiative leadership, Business growth, Relationship management, Service model design, Advisor engagement, Operational efficiency
Responsibilities
Lead strategic initiatives for retirement and wealth integration; Develop scalable engagement models for advisor growth; Design and implement service strategies to enhance advisor satisfaction; Drive continuous improvement for operational effectiveness; Manage relationships with key retirement and wealth advisors; Monitor key success metrics including NPS and AUM retention.