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Through an extensive career leading sales and client engagement teams in Employee Benefits and Retirement Services, as well as P&L management, I have demonstrated the ability to anticipate and adapt to accommodate business priorities, generate growth, and foster exceptional customer experiences. Across changing initiatives and shifting markets, one distinct mission remains intact: an explicit focus on effectively integrating profit, growth, culture, and purpose. As a member of the executive team, I leverage expertise in commercial and operational planning, product and pricing strategy, and individualized people development to drive sustainable growth and effective transformation. I have been trusted throughout my career to forge new business opportunities, align product offerings to customer needs, and drive cross-functional collaboration through a variety of complex change scenarios, including organizational restructuring, reinvention of commercial strategy, M&A activity, and post-acquisition integration. I feel my greatest area of impact is in creating a highly communicative and open-minded working culture built on trust and collaboration. With a forward-thinking approach, I position teams to anticipate, respond, and adapt within changing markets and constrained business environments. I am passionate about coaching others and am at the peak of professional fulfilment when I have the opportunity to mentor high-potential talent. I believe in leveraging my leadership positioning to make a positive shifts in my industry and my community. Bringing insight and innovation, I have served on many industry boards and pursued various inventive business applications for industry-wide advancement. Additionally, I am inspired by my role as a parent of three and caregiver of a son with Down Syndrome to provide refined business sense and compassionate insight as a member of nonprofit boards advocating for the special needs community. I enjoy networking and am open to connecting here on LinkedIn. Feel free to reach out!
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PresidentThrive Flexible Matching Jun 2024 - PresentWith debt being a key inhibitor toward saving for retirement, Thrive helps employers meet their employees where they are. If they are not able to participate in the company sponsored retirement plan, or maximize the employer match, it could be because they need help with their student loan debt or establish an emergency savings account. Thrive can then help administer the budgeted employer match to go to these accounts based on the employee's needs. Thrive can also work with employees to review their current loans and determine if there is an opportunity to restructure the loan or be eligible for some level of forgiveness. There is over $1.7 trillion in student loan debt from 44 million Americans, so the need to address this is great, and Thrive can help. -
Board MemberAdam'S Camp Jun 2022 - PresentEnglewood, Colorado, UsI rejoined this board where I had previously served for over ten years, five as Board President. I provide leadership through a refined business perspective and impassioned caregiver lens to support the formalization of operations for this intensive therapy camp for children with special needs and their families. -
Chief Client OfficerVoya Financial Mar 2021 - Jun 2023New York, Ny, UsI managed a team of 700+ client-facing individuals responsible for more than $3B in revenue across 50,000+ employer customers in Employee Benefits and Retirement Services. Highlights include: -Integrating client-facing teams to drive strategic collaboration between Employee Benefits and Retirement Services, and deliver customer-centric solutions. -Developing a go-to-market strategy--including messaging, marketing, and overall roadmap--that provided holistic health and wealth solutions. -
President Of Retirement Corporate 401(K) MarketsVoya Financial Jun 2017 - Mar 2021New York, Ny, UsI oversaw distribution, client engagement, and P&L for the Corporate 401(k) Market to include our Non-Qualified Deferred Compensation business. Highlights included: -Achieving double digit sales growth in Emerging Markets -Improving client retention to record levels -Increasing recurring deposits from customers -Improving Net Cash Flow -
Board MemberThe Arc Of The Farmington Valley, Inc. "Favarh" 2019 - Jun 2023Canton, Ct, UsI provided a business lens, enhanced corporate fundraising and volunteer network, and consulted on greater diversity of board talent and expertise for this organization focused on providing safe/integrated independent living, job counseling, and healthy lifestyles for individuals with special needs. -
Senior Vice PresidentEmpower Retirement Jun 1988 - Jun 2017Greenwood Village, Co, UsI navigated evolving responsibilities related to the overall success and growth of the Core Market, including management of the P&L, sales, and customer retention. Highlights included: -Leading significant Core Market growth -Establishing a high retention rate of key personnel and management -Leading the team recognized by distributors as having the industry's best overall service, best advisor support, and best value for the price -
Vice President 401(K)Great-West Jun 2002 - Mar 2011Greenwood Village, Co, UsI was responsible for the growth of the 401(k) division of Great-West, primarily through increased sales with improved retention through a industry leading customer experience. Highlights included: -Launching dedicated 401(k) sales and service teams from scratch and growing the team dramatically through organic hiring and acquisitions. -Completing and integrating seven key acquisitions. -
Regional ManagerGreat-West Mar 1999 - Jun 2002Greenwood Village, Co, UsI led one of the largest field employee benefits and retirement services offices for Great-West, which grew into three separate offices following two acquisitions. I was also an instrumental leader in post-acquisition integration and achieved the Top Profit Margin Award in 2001. -
Sales RepresentativeGreat-West Life Jun 1988 - Mar 1999Winnipeg, Mb, CaWhile in the field for Great-West (now Empower), I was responsible for selling employee benefits and retirement plans to small and mid-sized companies in the Bay Area, leading to qualification for President's Club every eligible year. I also assisted with the opening of the San Jose Office and was instrumental to growing the office to one of the top producing in the country.
William Harmon Skills
William Harmon Education Details
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Loyola Marymount UniversityMarketing
Frequently Asked Questions about William Harmon
What company does William Harmon work for?
William Harmon works for Thrive Flexible Matching
What is William Harmon's role at the current company?
William Harmon's current role is President of Thrive.
What is William Harmon's email address?
William Harmon's email address is wi****@****gwl.com
What is William Harmon's direct phone number?
William Harmon's direct phone number is +130337*****
What schools did William Harmon attend?
William Harmon attended Loyola Marymount University.
What skills is William Harmon known for?
William Harmon has skills like Empower, Government.
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