• Generate new ideas and align stakeholders working in agile methodology from ideation to implementation in support of Equitable’s tax-exempt retirement business with AUM over $43B. • Oversee and expand RILA availability across Equitable’s tax-exempt product suite. • Responsible for analysis and review of metrics/profitability for annuity and mutual fund products and align upper management on business opportunities and strategy for future growth.• Collaborate on the development of… Show more • Generate new ideas and align stakeholders working in agile methodology from ideation to implementation in support of Equitable’s tax-exempt retirement business with AUM over $43B. • Oversee and expand RILA availability across Equitable’s tax-exempt product suite. • Responsible for analysis and review of metrics/profitability for annuity and mutual fund products and align upper management on business opportunities and strategy for future growth.• Collaborate on the development of training, marketing, and sales materials to ensure clear understanding of new products and/or enhancements to product stable. • Ensure clarity with cross-functional teams including IT, legal, compliance, finance, sales, and marketing and maintain product timelines for successful implementation. Show less

• Develop and maintain project plans and timelines in support of development work on annuity products and services for AXA’s 403(b), 457(b) and 401(k) markets with over $32B in AUM. • Responsible for ongoing analysis and review of metrics and profitability with product presentations and proposals to upper management on business opportunities and strategy for continued success.• Review and oversee development of training, marketing and sales materials to ensure field representatives have… Show more • Develop and maintain project plans and timelines in support of development work on annuity products and services for AXA’s 403(b), 457(b) and 401(k) markets with over $32B in AUM. • Responsible for ongoing analysis and review of metrics and profitability with product presentations and proposals to upper management on business opportunities and strategy for continued success.• Review and oversee development of training, marketing and sales materials to ensure field representatives have clear understanding of new products and/or enhancements. • Facilitate strategy with business partners and third-party distribution channels to ensure product sales align with sales goals and profit margins.• Coordinate with cross-functional teams including IT, legal, compliance, finance, sales and marketing to assure that the product timelines are executed in a timely manner. Show less

• Assist with launching annuity products, services and enhancements to current product lineup, with primary focus on micro-small market 401(k) and governmental municipalities 457(b).• Developed and revised product specifications and project implementation plans to ensure timely and accurate completion of tasks from all departments and provide key information to upper management on project timelines.• Lead development work on introducing In-Plan Guarantees in AXA’s Employer-Sponsored… Show more • Assist with launching annuity products, services and enhancements to current product lineup, with primary focus on micro-small market 401(k) and governmental municipalities 457(b).• Developed and revised product specifications and project implementation plans to ensure timely and accurate completion of tasks from all departments and provide key information to upper management on project timelines.• Lead development work on introducing In-Plan Guarantees in AXA’s Employer-Sponsored products that provide a guaranteed withdrawal benefit. Assisted in implementation work with external record-keeper to ensure feature would properly align with AXA’s goals. • Foster relationships with fund companies to review product investment offerings, expenses reimbursements and revenues. Assisted with major project for AXA retail partners in doubling the amount of investment offerings available under our Employer-Sponsored products in 2013. Show less

- Assisted in introducing new annuity products and enhancements to our individual and employer-sponsored product markets.- Developed and revised product specifications and project implementation charts in order to provide key information to upper management on project timelines.- Developed and worked with IT to create new ad-hoc reporting that provided an opportunity for over twenty thousand clients to receive a new contract which provided more features and additional benefits than… Show more - Assisted in introducing new annuity products and enhancements to our individual and employer-sponsored product markets.- Developed and revised product specifications and project implementation charts in order to provide key information to upper management on project timelines.- Developed and worked with IT to create new ad-hoc reporting that provided an opportunity for over twenty thousand clients to receive a new contract which provided more features and additional benefits than their previous in-force contract. Show less

Maintained multiple new business applications and service forms for service delivery use.Work with multiple areas of the company to ensure regulatory compliance for annuity products. Assist service delivery with in-force annuity business to ensure customer centricity and product issues.

Managed over 70 team members nightly to ensure product on store shelves was stocked properly.Oversaw nightly deliveries with other logistics managers to maintain proper inventory levels.Provided guidance to new team members in order to ensure proper development and team unity.

Managed over 50 store employees to ensure store was properly staffed, stocked and maintained for business.Provided daily, weekly and monthly reporting to home office for sales reporting and inventory levels.Reviewed budgeting and sales forecasts with upper management for continued store success.