Heather Dawson Email & Phone Number

United States

Indianapolis, IN, US

• Led a 30+ person team, increasing employee engagement score by 13 points in the first year, exceeding business unit and company.
• Developed and executed a segment business strategy that delivered a $1 million revenue impact in 2023, with expected benefits to multiply in subsequent years.
• Created a new end-to-end participant lifecycle journey and unique value proposition to strengthen advisor relationships, drive new sales, and retain top clients.

Sydney, New South Wales, AU

• Led member services, financial advice, relationship management, and growth teams at Active Super AU.
• Achieved a 15% increase in revenue and drove member satisfaction through personalized financial advice and services.
• Developed and executed strategies to drive growth and enhance member experience.

Barangaroo, New South Wales, AU

• Provided strategic advice to the Trustee of the BT superannuation funds in relation to new legislative requirements for Registrable Superannuation Entity Licensees (SPS 515).
• Assisted the General Manager, Superannuation in managing and delivering the Strategic Planning & Member Outcomes regulatory change project.
• Coordinated and oversaw various development work by functions and KPMG consultants.

Chicago, IL, US

• Led the strategic development of a next-generation Future of Learning Strategy for Morningstar, empowering 5,000 employees in 27 countries.
• Designed and implemented innovative learning programs to prepare the workforce for the future of work and drive organizational growth.
• Collaborated with cross-functional teams to ensure successful execution of the learning strategy, resulting in increased employee engagement and performance.

Chicago, IL, US

• Led business development efforts in Australia and New Zealand, overseeing a team serving 300 B2B clients and 4,000 advisers.
• Implemented new global sales methodology and client-centric strategy, resulting in highest sales year in 2017 and double-digit revenue growth in 2018.

New York, NY, US

• Led business growth and management for Mercer Super Trust and KiwiSaver, overseeing AUD$17B FUM and serving 250,000+ members.
• Managed end-to-end business operations including sales growth, client service, marketing, product development, and P&L.
• Ensured high-quality member experience, improving retirement security for 1.2M+ investors.

New York, NY, US

• Accelerated sales growth for superannuation division with a fourfold increase in new revenue over prior year.
• Achieved highest sales year on record in 2009 and #2 global ranking for top sales performance.
• Secured AUD$136 million in new total contract revenue over a two-year period.

Seattle, WA, US

• Provided strategic leadership for institutional superannuation solution, managing P&L and product development teams.
• Actively participated in M&A integration and pioneered innovative retirement solutions in Australia.
• Led client services and member services teams to create enduring customer relationships.

Seattle, WA, US

• Designed and executed a comprehensive client-centric sales transformation, doubling net cash flow following the dot-com downturn to US$1.5 billion in one year.
• Developed high performing leadership team and achieved #1 national ranking in internal sales and service effectiveness by national research firm.

Des Moines, Iowa, US

• Provided leadership for training and development programs for direct sales force and professionals nationwide.
• Designed and implemented complete sales process transformation and investor engagement model for direct sales division.

Bachelor Of Science, Business Administration. Emphasis In Marketing.

Executive Education, Marketing/Marketing Management, General

Executive Education, Financial Managment

Executive Education, Critical Thinking And Business Acumen