Steven Schweitzer, Cfp, Aifa, Caia

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

Senior Vice President | Team Leadership | Strategy Development | Product Management | Digital Innovation @ EDGECo Holdings, LP
Steven Schweitzer, Cfp, Aifa, Caia's Location
Greater Philadelphia, United States
Steven Schweitzer, Cfp, Aifa, Caia's Contact Details

Steven Schweitzer, Cfp, Aifa, Caia personal email

About Steven Schweitzer, Cfp, Aifa, Caia

As a strategic, analytical, and results-focused leader with 30 years of financial services experience, I have a proven track record developing commercial growth strategies and product innovation. My in-depth understanding of business components requiring synchronization through influence, creativity, and motivation allows me to be a transformational leader. Throughout my career, I have been known as a collaborative leader and builder of high-performing teams rooted in achieving successful business outcomes.- Product Development- Strategy & Vision- Functional & Technical Expertise- Team LeadershipProduct DevelopmentA solutions-minded leader with a natural curiosity and thirst for leading and managing innovative product deliverables, create and manage long-term roadmaps to develop competitive retirement products platforms. Strategy & VisionAn executive leader known for demonstrated success building revenue streams and the foundational competencies necessary for developing scalable and sustainable opportunities for growth.Functional & Technical ExpertiseKnown for possessing strong knowledge in investments and the retirement space, coupled with the ability to translate technical topics into plain language while leading large development teams. Solid knowledge of the impact of digital transformation on the industry sector.Team LeadershipAn insightful leader recognized for cultivating strong relationships utilizing a collaborative, transparent, and personalized approach. Known for building and empowering high-performance teams that inspire individuals to achieve their highest potential.

Steven Schweitzer, Cfp, Aifa, Caia's Current Company Details
EDGECo Holdings, LP

Edgeco Holdings, Lp

View
Senior Vice President | Team Leadership | Strategy Development | Product Management | Digital Innovation
Employees:
11
Steven Schweitzer, Cfp, Aifa, Caia Work Experience Details
  • Edgeco Holdings, Lp
    Senior Vice President Product Management
    Edgeco Holdings, Lp Feb 2023 - Present
  • Edgeco Holdings, Lp
    Senior Program Manager
    Edgeco Holdings, Lp May 2021 - Present
  • Ascensus
    Senior Vice President - Retirement Product Strategy & Marketing
    Ascensus 2014 - 2021
    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.
  • Ascensus
    Vice President – Product Development & Marketing
    Ascensus 2006 - 2014
    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]).
  • Ascensus
    Director - Product Development
    Ascensus 2005 - 2006
    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.
  • Ing
    Senior Market Analyst
    Ing 2004 - 2005
    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.
  • Delaware Investments
    Assistant Vice President – Product Management
    Delaware Investments 2000 - 2004
    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.
  • Provident Mutual Life Insurance Company
    Vice President, Provident Mutual Investment Management Company
    Provident Mutual Life Insurance Company 1995 - 2000
    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
  • Provident Mutual Life Insurance Company
    National Director, Sales And Marketing
    Provident Mutual Life Insurance Company 1997 - 1998
    Greater Philadelphia
  • Provident Mutual Life Insurance Company
    Supervisor, Pension Marketing Department
    Provident Mutual Life Insurance Company 1996 - 1997
    Greater Philadelphia
  • Provident Mutual Life Insurance Company
    Pension Sales Consultant
    Provident Mutual Life Insurance Company 1995 - 1996
    Greater Philadelphia

Steven Schweitzer, Cfp, Aifa, Caia Skills

Mutual Funds Retirement 401k Retirement Planning Investments Financial Services Pensions Marketing Securities Investment Management Investment Advisory Finance Wealth Management Asset Allocation Etfs Asset Management Alternative Investments Fixed Annuities Finra Separately Managed Accounts Iras Financial Planning Strategic Financial Planning Product Development Asset Managment Erisa Investment Strategies Retirement Plan Consulting Qualified Retirement Plans Defined Contribution

Steven Schweitzer, Cfp, Aifa, Caia Education Details

Frequently Asked Questions about Steven Schweitzer, Cfp, Aifa, Caia

What company does Steven Schweitzer, Cfp, Aifa, Caia work for?

Steven Schweitzer, Cfp, Aifa, Caia works for Edgeco Holdings, Lp

What is Steven Schweitzer, Cfp, Aifa, Caia's role at the current company?

Steven Schweitzer, Cfp, Aifa, Caia's current role is Senior Vice President | Team Leadership | Strategy Development | Product Management | Digital Innovation.

What is Steven Schweitzer, Cfp, Aifa, Caia's email address?

Steven Schweitzer, Cfp, Aifa, Caia's email address is ss****@****ail.com

What schools did Steven Schweitzer, Cfp, Aifa, Caia attend?

Steven Schweitzer, Cfp, Aifa, Caia attended Ursinus College.

What skills is Steven Schweitzer, Cfp, Aifa, Caia known for?

Steven Schweitzer, Cfp, Aifa, Caia has skills like Mutual Funds, Retirement, 401k, Retirement Planning, Investments, Financial Services, Pensions, Marketing, Securities, Investment Management, Investment Advisory, Finance.

Who are Steven Schweitzer, Cfp, Aifa, Caia's colleagues?

Steven Schweitzer, Cfp, Aifa, Caia's colleagues are David Jones, Daniel C. Miller, Daniele Bradford, Dan Leman, Erin Fischer Timmerman, Michael Quinn, Emma Beverage.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.