Sarah Andersson Email & Phone Number

Remote

• Product owner for Residential Property Assessed Clean Energy financing, an innovative and niche B2B solution to finance energy efficient home improvements. • Strategically define product vision, roadmap, and own the product life cycle. Successfully monitor market to identify enhancements, prioritize product roadmap, and build compelling business cases.• Manage cross-functional teams to ensure successful execution including Sales, Marketing, Legal, Compliance, Finance, Executive… Show more • Product owner for Residential Property Assessed Clean Energy financing, an innovative and niche B2B solution to finance energy efficient home improvements. • Strategically define product vision, roadmap, and own the product life cycle. Successfully monitor market to identify enhancements, prioritize product roadmap, and build compelling business cases.• Manage cross-functional teams to ensure successful execution including Sales, Marketing, Legal, Compliance, Finance, Executive Leadership, and Operations. Show less

Des Moines, Iowa

•Successfully manage global project teams and lead product development of new funds for international markets. Teams include individuals from Asia, Europe, Latin America, and the United States, and cross functional areas including Legal, Platform, Finance, Distribution, Marketing, Accounting, etc. •Lead, plan, organize, and create business case for complex product development initiatives with strong attention to details. Manage project plan and timeline for successful while navigating… Show more •Successfully manage global project teams and lead product development of new funds for international markets. Teams include individuals from Asia, Europe, Latin America, and the United States, and cross functional areas including Legal, Platform, Finance, Distribution, Marketing, Accounting, etc. •Lead, plan, organize, and create business case for complex product development initiatives with strong attention to details. Manage project plan and timeline for successful while navigating multiple country regulatory rules.•Gain approval through presentations to executive teams and fund Boards for the development of financial products. Show less

West Des Moines, Ia

• Successfully lead team of Product Managers, Competitive Intelligence and Advisor Training (training BD, Bank, RIA, Independent Advisors) with a mission to develop and market new and existing annuity products / solutions (fixed, indexed, income, structured annuities). • Strategically plan and execute on annuity product roadmap, product promotion, and advisor / agent training initiatives for multi distribution channel, retail annuity solutions.• Lead development and execution of… Show more • Successfully lead team of Product Managers, Competitive Intelligence and Advisor Training (training BD, Bank, RIA, Independent Advisors) with a mission to develop and market new and existing annuity products / solutions (fixed, indexed, income, structured annuities). • Strategically plan and execute on annuity product roadmap, product promotion, and advisor / agent training initiatives for multi distribution channel, retail annuity solutions.• Lead development and execution of go-to-market strategies including product differentiators, value proposition, and promotion for new product launches. Led marketing launch including a relaunch of two annuity products and two new custom indices. In the one-year period following the release, sales of the fixed deferred product increased 297% and income solution gained 597% over the comparable prior-year period.• Invited by LIMRA to present as moderator at the 2017 Retirement Industry Conference; most attended breakout session at the conference resulting in standing room only. Show less

Des Moines, Iowa Area

• Selected by senior management to move into role to provide strong leadership for struggling department. Developed plan and successfully improved employee satisfaction scores by 176% in less than one year.• Manage 3 functional teams with a total of 22 employees responsible for pricing existing client employer sponsored retirement plans. Identified need, defined, and successfully implemented complete restructure of department to better meet needs of modified client segmentation. Received… Show more • Selected by senior management to move into role to provide strong leadership for struggling department. Developed plan and successfully improved employee satisfaction scores by 176% in less than one year.• Manage 3 functional teams with a total of 22 employees responsible for pricing existing client employer sponsored retirement plans. Identified need, defined, and successfully implemented complete restructure of department to better meet needs of modified client segmentation. Received praise by team members for smooth restructure / transition.• Initiated and implemented complex / high-level strategic initiatives for overall business unit focusing on efficiency, profitability and improved revenue. Identified need and initiated the development and execution of enhanced proactive pricing strategy for the existing client block of over 34,000 clients resulting in increased efficiency and accuracy. Show less

Des Moines, Iowa Area

• Ability to take a need or opportunity, identify / validate possible solutions, recommend ideal solution, and consistently drive to successful implementation. Example, need for less expensive target date option in a 401(K): reviewed / researched multiple solutions, recommended investment structure new to Principal based on research/feasibility study; within six months surpassed first year sales goal of $500M, at 10-year anniversary, over $28B in assets under management. • Execute and… Show more • Ability to take a need or opportunity, identify / validate possible solutions, recommend ideal solution, and consistently drive to successful implementation. Example, need for less expensive target date option in a 401(K): reviewed / researched multiple solutions, recommended investment structure new to Principal based on research/feasibility study; within six months surpassed first year sales goal of $500M, at 10-year anniversary, over $28B in assets under management. • Execute and deliver complex / new product and service launches for various audiences including advisors / broker dealers, plan sponsors, and consumers. Product and service examples include new investment options / structures, retiree income solutions, fiduciary services / tools, and digital tools. • Lead, plan, organize, and control all business aspects of complex product development initiatives from idea generation through implementation, ensuring continuous alignment with strategic goals. Business Sponsor to several high level strategic product development projects. Show less

Des Moines, Iowa Area

-Consultant sales force on IRS rules and regulations for employer sponsored retirement plans (defined contribution, defined benefit, non-qualified, etc.)-Assist sales force on pricing, positioning, appropriate product selection, and presentation of employer sponsored retirement plan solutions.

Des Moines, Iowa Area

-Successfully coached local figure skaters at regional competitions.-Provide instruction to competitive and recreational figure skaters, group and private lessons, youth through adult.-Freestyle, choreography, and moves in the field.-Passed the basic accreditation through the Professional Skaters Association.

Mba, Masters Of Business Administration, 3.8 Gpa

Bachelor Of Arts, Business Administration / Finance Emphasis, Finance, General Business

Activities and Societies: Acappella Choir, study abroad