Senior Segment Manager, Advisor Services

ManagerManagerFull TimeRemoteTeam 10,001+H1B SponsorCompany Site LinkedIn

Location

United States

Posted

34 days ago

Salary

$96.1K - $135.7K / year

Bachelor Degree10 yrs expExperience acceptedEnglish

Job Description

• Serve as the EAG contact for strategic initiatives, subject matter expertise and relationship related support of the participant advisory services program for segment channels. • Understand pipeline and sales strategy; develop client strategy, determine client opportunities and support needs • Train associates on the participant advisory services program • Deliver reporting to clients in segment business lines and Institutional Partners that use the EAG Services; covering topics including product performance and impacts to participants and SLA reporting • Create, present and execute on campaign strategy to support product rollout, annual support or product updates • Serve as subject matter expert to largest segment business lines that use the EAG Suite of Advisory Services; negotiating contracts, assisting them in the implementation and rollout of the suite of services, and reporting on SLAs • Coordinate the resolution and response to questions/issues/exception requests regarding Advisory Services • Work with the EAG Business Development staff - support training, sales and demonstration presentations to prospects, existing clients, partners, sales, service, advisors, internal EAG staff • Serve as project team member to develop, implement and roll out enhancements to the EAG suite of participant advisory services in conjunction with EAG Product Development staff

Job Requirements

Bachelor’s degree in business, finance or similar field; without a degree, an additional four years of directly related 10 years’ industry experience
Advisory services operational experience is required
Build collaborative and cooperative relationships; effectively manages conflict
Operate with integrity and communicate respectfully in language, writing, and actions
Series 65 registrations required within established timelines
FINRA fingerprinting required upon hire

Benefits

Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.