Partner with Institutional Sales Executives to create strategic plans to develop new business by managing geographic sales regions and proactively identifying trends and opportunities for business growth within the institutional defined contribution and defined benefit marketplace.Responsibilities include:* Consulting with Large Market ($100 million and above) Sales Executives to develop strategies to bring in new full service retirement, investment only, and defined benefit advisory business* Working extensively with internal departments in order to ensure timely delivery of requests to large institutional clients and prospects* Developing and maintaining an in-depth understanding of capital markets, asset management, and the financial services industry* Attending industry conferences, participating in sales and marketing meetings and maintaining awareness of the competitive retirement landscape and industry trends* Owning departmental Rewards and Recognition program and serving as the divisional point of contact for the Institutional department* Leading departmental cross-site employee engagement teamAccomplishments:FINRA Series 6 and 63 licenses

Led multiple teams responsible for the daily operation of multi-billion dollar defined benefit plans. These teams consistently exceeded departmental quality goals.Responsibilities included:* Managing 10-20 exempt, nonexempt and contracted employees* Organizing and monitoring daily work volumes* Mentoring both individual contributor employees as well as new department leaders* Oversaw operational aspects of multiple large projects such as plan terminations, system conversions, and lump sum windows * Serving as departmental lead for multiple large impact projects Accomplishments:* Created and implemented a departmental initiative to reduce back log of work which significantly reduced the need for overtime as well as delays in processing of participant requests* Led the department’s first hybrid team of both exempt, nonexempt and contracted employees* Member of team that won VUE Initiative of the Year award* Received G.R.E.A.T Leader award

Managed the daily operations of multi-billion dollar defined contribution and defined benefit plans for high profile institutional clients as the daily point of contactResponsibilities included:* Providing in-depth reporting to both internal and external client teams regarding plan operations* Coordinating with all internal departments in order to address client needs* Developing and executing strategies to manage large scale projects and implement new service and technology enhancements* Leading regular forums for peers and leaders to address industry trends and process improvements

Responded to participant inquiries in regards to their defined contribution, defined benefit and health and welfare plans