Steven Schweitzer, Cfp, Aifa, Caia Email & Phone Number

Dresher, Pennsylvania, United States

Responsible for the strategic direction of the retirement product platform, client user experiences, and newly created PMO tasked with standardizing agile practices across the organization. Development of the annual budgets and strategic plans for corporate and line-of-business marketing, and managed a budget of $9M.· Managed complex regulatory changes covering the proposed fiduciary regulations, SECURE Act, and CARES Act while re-imaging our client user experiences and a suite of fiduciary-level services.· Partnered with M&A team to evaluate strategic opportunities to expand in-house capabilities and enter new markets and contributed on a subset of the 30-plus acquisitions with the M&A team. · Development of product roadmap and oversight of in-flight product platform priorities for 13 Scrum Teams, and delivered on over 30 enhancements annually.· Relationship management for key platform strategic partners: Morningstar, Mesirow Financial, NextCapital, Stadion Money Management, Broadridge Financial Solutions, Financial Finesse.· Developed retirement product pricing models for commission and fee-based platforms that led to maintaining market competitiveness and leadership positioning.

Dresher, Pennsylvania, United States

Responsible for the strategic direction of the retirement product platform and client user experiences. Managed complex regulatory changes covering fee disclosure and the Pension Protection Act.· Launched investment advisory solution allowing commission-based advisors to offer 3(21) and 3(38) fiduciary services.· Development and launch support for Vanguard Retirement Plan Access, going from new product launch to largest partner product in two years.· Drove digital enhancements to employee education with savings exceeded $1M.· Proprietary product sales increased from 23% to more than 50% of total sales from 2006 to 2012 through re-positioning service solutions and collateral to expand distribution through the independent broker-dealer and wirehouse channels.· Created a new service to address DOL 401(k) fee disclosure regulations (408[b][2] and 404[a][c]).

Dresher, Pennsylvania, United States

Responsible for the development of Ascensus’s first product development team, created to expand institutional client development needs and implement a broader product roadmap approach that balanced client feedback with market and regulatory analysis.

West Chester, Pennsylvania, United States

Responsibile for market analysis and product positioning against ING’s key competitors in the retail variable annuity marketplace. Focus was on pricing, product benefits, and investment capabilities.• Developed competitive intelligence to support product positioning and marketing of ING’s variable annuity products.• Researched data supporting presentations for executive team to analysts on ING’s US operations.

Greater Philadelphia

Responsible for the overall in-house retirement product platform including DC I/O relationships, key vendor management, product pricing, and distribution channel support. • Drove involved with the pricing model for Delaware’s initial entry into the 529 college savings market through the Hawaii and Pennsylvania programs.• Internalized performance monitoring process of outside fund alliances, $100k per annum savings. • Managed investment relationships for proprietary product platform and Delaware’s investment-only opportunities.• Developed pricing models for Hawaii 529 college savings plan, direct and broker-sold retirement products.• Developed Delaware’s first collective trust stable value fund; managed stable value wrapper relationships.

Greater Philadelphia

• Member of Investment Advisory Committee responsible for corporate-wide sub-advisory relationships• Relationship management for outside vendors, sub-advisory and investment management partners• Management responsibilities for Vice President of National Sales and pension sales support team

Greater Philadelphia

Greater Philadelphia

Greater Philadelphia