Develop and execute a product strategy, inclusive of product marketing, messaging,and launch in order to achieve the company's overall strategy and goals. Inclusive ofboth new feature/capability development as well as new product ideation.Create and execute intermediary experiences that drives new business growth, fosters innovation and differentiation, and delivers scale and efficiency for clients, advisors, and TPAs.

25+ consulting engagements focused on Retirement, Wealth, and Asset / Investment Management, Financial Services, and FinTech related industries. Additional engagements on marketing surveys, data management, data integration, and data security with organizations in the financial services sector. Asset / Investment Management- Growth and "Go-to-Market" Strategies- Product development- Operations, Scalability, and Efficiencies- Accumulation / Income distribution strategies - Industry Trends- Portfolio management selection- Sales and Product distribution- Operations scalability, efficiencies, and reporting- CRMWealth Management- Business Strategy- Organizational Structures- Product innovation- Estate Planning solutions- IRA solutions- Fintech solutions and operations- Financial Planning- Industry trendsRetirement Management and Solutions- Business strategy- Product delivery and "Go to Market" strategies- Sales distribution- Advisor and Client experiences- Advisory / Client solutions - outside assets- Fintech solutions- Industry trends - Alternative investments- Retirement management software

Overall management of the Retirement & Wealth product portfolio. This includes product strategy, prioritization, and execution. Accountable and responsible for financial outcomes, product adoption, and utilization as well as developing and maintaining influential relationships with leaders across divisions, departments, and vendors.Product Vision & Strategy: Evaluate, design, and implement business strategies, plans, products, systems, and processes to deliver differentiated experiences for clients, advisors, and stakeholders. Identify and research gaps in product and service offers and build solutions with internal teams and vendor partners that capture AUM and revenue.- New retirement product - Estimated $1 billion new AUM | $5 million new revenue- New wealth service - Estimated $4.8 million new revenue.Change Management: Driving adoptions of product development and project management best practices that drive efficiency and scalability to reduce costs and improve margin.Collaboration and Transparency: Established partnerships across divisions, departments, and sales organization that are driving new products, services, and reporting to support allocation of resources, capacity planning, and prioritization.Industry Analysis/Market Research: Benchmark against competitors and identify industry trends such as estate planning, tax, insurance services, investment management partnerships, and digital technology.Intermediary/Vendor Relations: Own relationship with external partners such as Charles Schwab Business Services, Envestnet, and Morningstar.Team Support: Broadened team expertise to include product development best practices, financial products, and DEI&B initiatives.

Business Strategy and Planning.Data Governance, Integrations, and Analytics.Product development, Project Delivery, and Budgeting.Engaging with sales and other stakeholders to improve business metrics and financials.Special projects and initiatives: MEPs and Cash Balance.Product DevelopmentDefining and documenting the product definition including pricing and product variability permitted within each segment.Ensures products are innovative and competitive in the marketplace based on competitor and industry data.Leads research and data analysis to determine potential opportunities and gaps.Developing and presenting business case for new products or changes to existing products.Developing, influencing, and managing vendor relationships.Creating and measuring key KPI's to ensure product effectiveness.Product Management Mobilizing internal and external resources to ensure the end to end processes are efficient and effective.Serving as subject matter expert (SME) on products and industry trends.Influencing others to ensure client adoption rates are achieved.Product GovernanceOverall product governance and serving on governance board.Product and pricing exception management for clients and prospects.Proactively managing vendor relationships to ensure service levels are achieved.

Reporting to the President / CEO, the National Director, Business Development is responsible for planning and directing the organization's sales strategies and functions. ---- Responsibilities:Establish and execute sales plans.Research, analyze and monitor financial, technological, and demographic factors. Evaluate and recommend distribution channel partners.Develop and recommend product positioning, packaging, and pricing strategy.Profit and loss, and market share.Manage and develop business plan.Manage business development team staff, activities and performance.Oversee and evaluate market research and adjust strategy to meet market conditions.Monitor competitive products and marketing activities.Oversee development and maintenance of database.Establish and maintain relationships with industry influences, key community and strategic partners.Resolve conflicts and facilitates changes in structure of the Business Development team.Conduct marketing surveys on current and new product concepts and provide feedback.Guide preparation of sales activity reports.Establish and maintain a consistent corporate image.---- Essential Skills and ExperienceAdvanced problem solving and analytical skills.Strong listening skills.Strong written and verbal communication skills.Excellent organizational skills.Proven time management skills.Proven client relationship skills.Strong process management skills.Proven ability to prioritize and multi-task.Team player.--- CharacteristicsSelf-directed.Sense of urgency.Customer focused.Creative.Organized and detail oriented.Ethical and respects confidentiality.

Identifies prospective Asset Management Group (AMG) clients or referral sources by educating and positioning AMG capabilities to generate awareness, deliver solutions and drive new revenue. Develops the most complex and sophisticated new client opportunities.Calls on prospects and Centers of Influence to sell the full spectrum of AMG products and services, either self-initiated or referred by internal/external partners. Cultivates referrals/leads, generates interest and collaborates with partners to close the sale.Engages with management and/or partners to establish and execute the appropriate activities, tactics and strategies to generate, identify and pursue new opportunities and successfully close the sale. Provides management with insight on industry trends, best practices and product needs.Meets with and educates partners to position the value of AMG capabilities. Assesses new business opportunities on a consistent basis, including completing book of business reviews, responding to new business inquiries and requests for proposals, and maintaining territory/focus lists. Drives team member accountability and participation.Train, coach and/or mentor other team members.--- Core CompetenciesManages RiskCustomer Focus--- Job Specific CompetenciesSales NegotiatingSelling and Cross-SellingCustomer Experience ManagementBusiness AcumenEffective CommunicationsDecision Making and Critical ThinkingManaging Multiple Priorities--- Financial Services IndustryKnowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial knowledge and experience to help organizational development.

R - Squared was created to educate, train and inform financial institutions, employers and other fiduciaries on retirement and fiduciary best practices. The mission is to provide practical real world guidance on how to execute fiduciary functions, tasks and work flow in partnership and collaboration with the legal community and ERISA Counsel.AREAS OF EXPERTISEFiduciary Governance - Documentation | Workflow Process | Performance Metrics | Bench-markingBusiness Development - Strategic Planning | Consulting | Sales Training | CoachingChange Management - Business Process | Process Improvement | Transition ManagementRelationship Management - Institutional Partnerships | Executive Leadership | Senior ManagementProduct Positioning - Fiduciary Services | Employee Benefits | Retirement Programs

INSTITUTIONAL SALES ROLEWork with Institutional Relationship Managers to initiate contacts for developing and closing new sales through referrals and self-generated leads, concentrating on assigned markets and client profile. Focus is on largest and/or most complex sales opportunities.Expand external sources of referrals by organizing and participating in meetings and briefings to promote investment management and defined contribution plans. Additionally, this role is expected to assist in the orientation, training and development of the sales force.SENIOR CLIENT CONSULTANT ROLEServes as the primary contact for assigned Institutional Clients with a total Book of Business averaging $1.5M to $2.5M in annual revenue, with the ability to handle larger clients with annual revenue in excess of $50,000. The Senior Client Consultant is accountable for overall client satisfaction, client retention and revenue growth through cross-sales and product upgrades. Fifth Third Institutional Products and Services including but not limited to Bundled Defined Contribution Retirement Plan Administration, Custody Services, and Investment Management.ResponsibilitiesDevelop close consultative relationships with C-suite and senior management decision-makers.Analyze the financial services industry and/or client specific trends to consult with clients on their fiduciary obligations in the areas of plan design, investments and employee retirement readiness.Develop and close cross-sell opportunities totaling at minimum $50,000 in revenue annually.Assists Institutional Sales Officers with new business development.Develop strong internal relationships.Proactively manage client documentation, pricing, profitability and fee structures.Facilitate the implementation of new products and services and new client relationships.Works with client service team to ensure all internal compliance.Mentors less tenured CC's, and other FTIS personnel.