Heather Dawson Email and Phone Number
Heather Dawson work email
- Valid
- Valid
- Valid
- Valid
Heather Dawson personal email
With over 25 years of experience in the financial services and retirement industry, I’ve had the privilege of leading business divisions and strategic initiatives that drive growth, foster innovation, and deliver measurable impact. Across the US, Australia, and New Zealand, I’ve led high-performing teams across sales, customer experience, financial wellness, marketing, member and participant services, product development and relationship management—including leading a P&L with annual revenue of $200M.Career Highlights:🚀 Revenue Growth: Led a sales team to secure A$136M (US$100M) in new contract revenue and championed award-winning target-date solutions at Mercer.🔑 Strategic Leadership: Scaled a corporate superannuation fund to A$3B (US$2.2B) in two years, launching Australia’s first lifecycle investments at Russell Investments.🏆Team Excellence: Achieved record-breaking sales while doubling team culture eNPS to twice the company average at Morningstar Australia.🥇Customer Impact: Designed and delivered initiatives that elevated customer engagement, retention, and impact for 1M+ retirement investors at OneAmerica Retirement Services.As a purpose-driven leader, I combine business expertise with insights from neuroscience, emotional intelligence, and mindful leadership. As one of the first 100 Certified Teachers of the Search Inside Yourself® leadership program developed at Google, I’m committed to cultivating cultures of collaboration, resilience and high performance. Industry & Community Engagement:I proudly serve on the SPARK Institute Financial Literacy Committee and the Board of Integrating Women Leaders Foundation (IWL), championing financial literacy and leadership development.A dual citizen of the US and Australia, I bring a global perspective to solving challenges and creating meaningful impact that help individuals, customers and organizations thrive.
Principal Financial Group
View- Website:
- principal.com
- Employees:
- 23560
-
Head Of Product Strategy, Income SolutionsPrincipal Financial GroupUnited States -
Vp Workplace Solutions, Oneamerica Retirement ServicesOneamerica Feb 2022 - PresentIndianapolis, 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. -
Chief Experience OfficerActive Super Au Nov 2020 - Jan 2022Sydney, 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. -
ConsultantBt Oct 2019 - Jul 2020Barangaroo, 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. -
Global Program Lead, Enterprise LearningMorningstar Jul 2018 - Jun 2019Chicago, 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. -
Head Of Business DevelopmentMorningstar Jan 2016 - Jun 2018Chicago, 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. -
Partner, Mercer Super Trust LeaderMercer Jan 2011 - Apr 2013New 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. -
Partner, Sales LeaderMercer Nov 2008 - Dec 2010New 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. -
Managing Director, Russell Investments Master TrustRussell Investments 2005 - 2008Seattle, 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. -
Internal Sales And Service ManagerRussell Investments 2002 - 2004Seattle, 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. -
DirectorPrincipal Financial Group 1992 - 2002Des 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.
Heather Dawson Skills
Heather Dawson Education Details
-
University Of Nebraska-LincolnBusiness Administration. Emphasis In Marketing. -
Columbia UniversityGeneral -
Macquarie UniversityFinancial Managment -
Cornell UniversityCritical Thinking And Business Acumen
Frequently Asked Questions about Heather Dawson
What company does Heather Dawson work for?
Heather Dawson works for Principal Financial Group
What is Heather Dawson's role at the current company?
Heather Dawson's current role is Head of Product Strategy, Income Solutions.
What is Heather Dawson's email address?
Heather Dawson's email address is he****@****cer.com
What schools did Heather Dawson attend?
Heather Dawson attended University Of Nebraska-Lincoln, Columbia University, Macquarie University, Cornell University.
What skills is Heather Dawson known for?
Heather Dawson has skills like Leadership, Management, Investments, Business Strategy, Financial Services, Superannuation, Retirement, Wealth Management, Pensions, Leadership Development, Sales Management, Strategy.
Who are Heather Dawson's colleagues?
Heather Dawson's colleagues are Michael Entin, Pankaj Tiwari, Laura Millen, Mba, Darin Mcwilliams, Daihana Chang, Ratika Narake, Victor Khalil, Dds.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial