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.
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 rep.