Managing Director, Head of Rollover Solutions (Remote)

The Head of Rollover Solutions is responsible for the overall growth and success of a business unit serving some of the largest employers and retirement plan recordkeepers in the country. This individual will establish strategy and lead a client-facing organization of 20+ individuals to deliver a high level of client growth, satisfaction and retention. The Head of Rollover Solutions will report directly to the EVP Retirement & Wealth, who is responsible for growing the Retirement & Wealth division at Inspira Financial.

The successful candidate will be a strategic, analytical, market-focused and results-driven leader. They will provide leadership and oversight of the National Sales, Strategic Accounts and National Accounts teams while representing the firm effectively to outside parties including clients, strategic partners, industry associations and the media. The Head of Rollover Solutions will work closely with the Head of Marketing and Chief Operating Officer to execute strategy. This individual will ensure the right people, strategic plans and analytics are defined and managed, and that sales and marketing models are in place to profitably grow the Rollover Solutions business. This leader will effectively, efficiently and profitably ensure the seamless support of existing and new business activities.

KEY RESPONSIBILITIES

• Lead the overall Rollover Solutions business, maintaining responsibility for growth, retention, and overall profitability. This includes leading a cross-functional business leader group responsible for overall business unit success.
• Provide leadership of 20+ individuals in the National Sales, Strategic Accounts and National Accounts teams.
• Establish business unit strategy and client engagement (directly and through team oversight), annual planning and budgeting for the business. This will include a review of the current structure and making adjustments as required.
• Engage directly with key clients and strategic partners as the most senior representative of the Rollover Solutions business; effectively negotiate to realize long-term client commitments that support business unit financial goals.
• Redesign and implement standard metrics by salesperson and relationship manager to measure effectiveness in the short-term and long-term.
• Redesign and implement business effectiveness metrics for short-term and long-term sales and profitability goals. These include: team and individual goals, metrics to understand our share of market, win/loss rate, reason for win/loss, and market share, margin.
• Partner with marketing to guide external marketing and PR plans for the business unit
• Redesign high level business metrics and health scorecards for the business and ensure alignment with the scorecards for compensation purposes.
• Design, implement and maintain clear roles and responsibilities between sales and relationship management.
• Assess, redesign, and manage sales incentive plans ensuring alignment with overall business and Inspira Financial success metrics.
• Partner with product teams on the product roadmap to build a plan aligned with long-term needs. Improve engagement, partnership plans and strategy for new products between product and sales teams.
• Partner with EVP Retirement & Wealth to further build-out the Rollover Solutions business plan for industry strategy and acquisition targets based on feedback.
• Partner with marketing on brand and exposure strategy and plan, including conferences, with success metrics outlined.

The Head of Rollover Solutions will be a proven executive with significant experience in the financial services industry, ideally within a retirement-oriented business, who has led successful sales teams in fast-moving and innovative environments. He/she must have demonstrated commercial success in sales leadership roles. He/she will have the ability to interact with senior leadership and will be able to lead change and challenge decisions.

The ideal candidate will be an experienced sales leader who is financially astute and comfortable using data to inform decisions. This person will be a skilled communicator who can collaborate and influence key stakeholders to build their business plans and maintain alignment with the EVP Retirement & Wealth and business unit heads. He/she must possess an "above and beyond" mindset on meeting internal and external client requirements. He/she will need to have excellent people leadership skills, be able to develop future leaders and create a high-performing culture.