SVP of Managed Account SolutionsVirtualVocations • Orange, California, United States
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SVP of Managed Account Solutions
VirtualVocations • Orange, California, United States
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A company is looking for a Senior Vice President to lead managed account solutions.
Key Responsibilities
Own the vision, strategy, and P&L of managed account solutions
Lead a team to optimize existing products and design future advice offerings
Expand distribution channels and manage advisory partner relationships for growth
Required Qualifications
Minimum of 10 years of experience in the retirement industry
In-depth knowledge of the managed accounts and Defined Contribution markets
Demonstrated senior leadership and stakeholder management skills
Bachelor's degree in finance, economics, marketing, or related field
Series 65 registration required within corporate-established timelines
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Of • Orange, California, United States
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