Heather Dawson

Heather Dawson Email and Phone Number

Head of Product Strategy, Income Solutions @ Principal Financial Group
United States
Heather Dawson's Location
United States, United States
Heather Dawson's Contact Details

Heather Dawson personal email

n/a
About Heather Dawson

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.

Heather Dawson's Current Company Details
Principal Financial Group

Principal Financial Group

View
Head of Product Strategy, Income Solutions
United States
Website:
principal.com
Employees:
23560
Heather Dawson Work Experience Details
  • Principal Financial Group
    Head Of Product Strategy, Income Solutions
    Principal Financial Group
    United States
  • Oneamerica
    Vp Workplace Solutions, Oneamerica Retirement Services
    Oneamerica Feb 2022 - Present
    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.
  • Active Super Au
    Chief Experience Officer
    Active Super Au Nov 2020 - Jan 2022
    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.
  • Bt
    Consultant
    Bt Oct 2019 - Jul 2020
    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.
  • Morningstar
    Global Program Lead, Enterprise Learning
    Morningstar Jul 2018 - Jun 2019
    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.
  • Morningstar
    Head Of Business Development
    Morningstar Jan 2016 - Jun 2018
    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.
  • Mercer
    Partner, Mercer Super Trust Leader
    Mercer Jan 2011 - Apr 2013
    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.
  • Mercer
    Partner, Sales Leader
    Mercer Nov 2008 - Dec 2010
    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.
  • Russell Investments
    Managing Director, Russell Investments Master Trust
    Russell Investments 2005 - 2008
    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.
  • Russell Investments
    Internal Sales And Service Manager
    Russell Investments 2002 - 2004
    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.
  • Principal Financial Group
    Director
    Principal Financial Group 1992 - 2002
    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.

Heather Dawson Skills

Leadership Management Investments Business Strategy Financial Services Superannuation Retirement Wealth Management Pensions Leadership Development Sales Management Strategy Business Planning Marketing Strategy Coaching Human Resources Organizational Development Training Finance Executive Management Public Speaking Management Consulting Presentations Mergers And Acquisitions Business Coaching Recruiting Employee Engagement Retirement Planning

Heather Dawson Education Details

  • University Of Nebraska-Lincoln
    University Of Nebraska-Lincoln
    Business Administration. Emphasis In Marketing.
  • Columbia University
    Columbia University
    General
  • Macquarie University
    Macquarie University
    Financial Managment
  • Cornell University
    Cornell University
    Critical 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.

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