Senior Manager – Retirement Solutions & Sales Support
Core
Leading a team supporting Workplace Solution sales, client operational activities, and sales support for retirement solutions.
Role type
Senior Manager, Sales Support & Operations
Builds
High-quality client experiences and operational efficiency for workplace retirement solutions
Domain
Financial Services / Retirement Solutions / Sales Operations
Deliverable
client delivery
Required skills
Team leadership, performance management, hiring and retention, operational oversight, process improvement, cross-functional collaboration, regulatory compliance, budgetary management, staffing planning
Preferred skills
Salesforce/CRM proficiency, employee benefits/recordkeeping systems knowledge
Responsibilities
Lead, coach, and develop a team of professionals; Manage hiring, onboarding, performance management, and retention; Oversee day-to-day operations to achieve business objectives; Monitor performance and staffing needs; Provide escalation support for complex client and operational matters; Partner with U.S.-based leadership to align priorities; Identify and implement process improvements.
Seniority
Senior, hands-on IC with team leadership