Job Description
A Manage r of Retirement Services Operations & Sales Support ?leads a team that builds infrastructure (tools, processes) to empower Retirement Client Advisors, ensuring smooth operations, efficient client service, and strategic sales growth by bridging sales/marketing, managing sales tech (CRM), analyzing performance, and driving adoption of Retirement advisory products, ultimately boosting revenue, client satisfaction, and retention.? How you will spend your time: Serve as a lead technical resource for advisors, collaborating with them to resolve complex client matters and ensure high-quality service delivery. Oversee day-to-day operations, monitor service levels, produce reports, and streamline internal processes to enhance efficiency and client satisfaction, handle escalated issues, and manage client and participant engagement strategies. Develop sales support strategies, drive operational initiatives, and contribute to budget/strategic planning, aligning support with firm goals. Provide resources, tools (CRM), training, and materials (proposals, presentations) to sales teams for efficiency. Act as a key liaison for complex inquiries from plan sponsors, brokers/agents, and financial partners, ensuring timely and professional communication. Design, implement, and sales support sales processes, systems (like Salesforce), and technology, ensuring data accuracy. Creates accurate, timely reports on client portfolios, analyzing performance/risk, ensuring data accuracy from various recordkeeping partners, collaborating with investment teams to explain financial data to clients, focusing on accuracy, quarterly deadlines, data integrity, and client communication Work closely with Commercial, Institutional, and Wealth Sales, Marketing, Product, Technology, and Operations t