[Hiring] Managing Director, Head of Rollover Solutions @Inspira Financial

Role Description

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.

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. 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.

Key Responsibilities

• Lead the overall Rollover Solutions business, maintaining responsibility for growth, retention, and overall profitability.
• Provide leadership of 20+ individuals in the National Sales, Strategic Accounts, and National Accounts teams.
• Establish business unit strategy and client engagement, annual planning, and budgeting for the business.
• Engage directly with key clients and strategic partners as the most senior representative of the Rollover Solutions business.
• Redesign and implement standard metrics by salesperson and relationship manager to measure effectiveness.
• Redesign and implement business effectiveness metrics for sales and profitability goals.
• 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.
• 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 success metrics.
• Partner with product teams on the product roadmap to build a plan aligned with long-term needs.
• Partner with EVP Retirement & Wealth to further build-out the Rollover Solutions business plan.
• Partner with marketing on brand and exposure strategy and plan, including conferences.

Qualifications

• 20+ years of sales management experience in the financial services industry with previous experience in Rollover Solutions.
• Good understanding of technology and how to use it to improve product offerings.
• Experience with Salesforce and CRM tools as well as Microsoft suite tools.
• Strong academic credentials. Undergraduate degree required; MBA preferred.

Requirements

• Commercial Focus with a track record of managing or contributing to the sales aspects of a retirement business.
• Acts to beat profitability or revenue goals, seizing opportunities to push the envelope.
• Sets stretch targets on commercial metrics as key performance indicators for the team.
• Experience overseeing relevant sales functional areas: regional sales leader, inside sales, relationship managers, and sales coordinators.
• Ability to identify, develop, and install best-in-class sales processes.
• Comfortable communicating and collaborating with various individuals at all levels of the business.
• Ability to define a sales strategy with data analytics aligned to Inspira’s growth strategy.
• Seeks regular customer feedback and distinguishes patterns specific to customer categories.
• Ability to build strong, effective, and efficient teams; results-oriented.
• Frequent travel (approximately 35%).
• Role may require prolonged periods of sitting and use of standard office equipment.