Sean Jost Email & Phone Number

Springfield, Ma

Leadership:• Led a team of representatives to support the day-to-day business activities of a $34 billion stable value investment only business that includes synthetics, separate account and general account products within the Institutional Solutions Group.• Organized the efforts of the immediate team to document and standardize all procedures required to perform daily work and rotate weekly team responsibilities so team members are cross trained to avoid single points of dependency.• Represented the business to our business partners, clients, vendors, and internal support areas to on-board clients, address on-going business needs, handle issue resolution and coordinate routine business requests.• Worked across the organization to ensure other supporting areas are current on the needs of the business and to make them aware of any significant business events that may need special handling.• Provided direction for business area reporting and financial analysis for our book of business including monthly management reports, Key Performance Indicators (KPI) reporting and AD HOC requests.Program & Project Management:• Business lead and subject matter expert on all IT related projects established to modernize the technology and infrastructure that supports the administration of the business.• Implemented new administrative system over a multi-year project with cross functional teams and transitioned the existing book of business from the legacy systems with minimal disruption using agile project methodology.• Coordinated efforts of the organization to meet the requests of our business partners and clients to make certain their needs are addressed in a timely and efficient manner.• Provided leadership identifying and implementing change management and process improvements to make performance of the team and other related groups more effective for the business area.

Simsbury, Ct

Leadership:• Led a variety of initiatives across multiple functional business areas including The Hartford’s sub-adviser Wellington Management Company LLP, Product Management, Distribution, Operations, Legal and Compliance in support of a $90 billion fund complex.• Led resources responsible for evaluating business opportunities, assessing general business issues and providing clear recommendations to the senior leadership team.• Utilized internal and external industry data to analyze business trends and perform periodic product rationalization reviews.Product Management:• Product manager of Hartford Mutual Funds utilized within retail, institutional, Defined Contribution Investment Only (DCIO), retirement plan and 529 plan marketplaces.• Drove the recommendation and implementation of fund complex policies designed to improve the economics of the mutual fund business.• Partnered with an internal network of subject matter experts to bridge gaps between groups regarding marketing, operational, and legal initiatives.Program & Project Management:• Served as project lead on fund launches, fund mergers, and policy changes, across the fund complex.• Program manager for the transition of approximately $20 billion in assets under management from an internal money manager to Wellington Management Company, LLP.• Implemented Market Metrics solution utilizing mutual fund and distribution related data to evaluate our firm’s local market share of investment products, distribution partner access and wholesaler effectiveness compared to other prominent active asset managers.

Simsbury, Ct

• Product manager for Hartford Mutual Funds utilized within the Defined Contribution Investment Only (DCIO) marketplace.• Provided home office support to broker dealer firms, third party administrators, trading platforms and plan sponsors.• Worked with an expansive internal network of departments on strategic, legal, and compliance initiatives related to Hartford Mutual Funds.

Bosotn, Ma

• Primary support for the Vice President of the Retirement Plans Department concerning the development of home office relationships for new and existing distribution channels.• Managed a team of sales/service representatives, along with the overall workflow within the Retirement Plans Department.• Provided support to financial advisors, TPAs, and plan sponsors concerning sales and operational issues related to a variety of retirement plans.• Assisted and educated internal and external wholesalers with all business related to qualified retirement plans and IRAs. • Provided broker dealer assistance for Eaton Vance funds with respect to their proprietary retirement plan platforms.• Product manager of the Eaton Vance Small Business 401(k) Plan product line-up.

Boston, Ma

• Provided general product, account and trade support to clients, advisors and back-offices.