VP of Retirement Solutions
Company: Fisher Investments
Location: Grapevine
Posted on: May 12, 2022
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Job Description:
Do you have expertise in retirement plans, providers, and
solutions? Your leadership will better retirement plan outcomes for
small and mid-sized businesses!
The Opportunity:
As Vice President of Retirement Solutions, you will guide the
scalable and prudent growth of existing retirement plan solutions.
You will oversee initiatives to evaluate and launch new product
solutions. You will ensure we consider our clients' interest first
with investment solutions that remain compliant all applicable
rules and regulations. You will create competitor intelligence
capabilities to support a unique and growing business. You will be
the main interface between external partners (as outlined below)
and internal divisions, ensuring we put our clients' interests
first. You'll build a positive culture including high morale and
collaborative working relationships with sales, marketing, service,
operations, and other internal departments. You will report to the
Sr. Executive Vice President of 401(k) Solutions.
Fisher Investments 401(k) Solutions is dedicated to bringing
superior retirement plan services to small and mid-sized businesses
and their employees. Fisher's unique service offering is for
small-to-mid-sized plans, where we see the greatest need. We form
alliances with several leading recordkeepers, Third Party
Administrators (TPAs), Defined Contribution Investment Only
(DCIOs), and other retirement providers to fill the needs of our
mutual clients. We are a 3(38) Investment Manager, serving over 800
retirement plans nationally with service for plan sponsors,
administrators, and participants.
The Day-to-Day:
Determine overall department priorities, resources, goals, plans,
and budgets
Provide marketplace feedback on trends and capabilities of partners
to support and grow our businesses
Hire and manage Retirement Solutions staff needed to meet our
goals
Initiate and develop relationships with current and new partners;
negotiate partnership agreements and evaluate for client
retention
Set the strategic direction for new capabilities that serve our
clients' needs and help us continue to grow our retirement plan
advisory business
Ensure smooth and successful rollouts of new capabilities, plan
types, and partnerships
Manage the staff and process tied to new product solutions, their
evaluation, implementation, and growth; along with product outcomes
and deliverables
Your Qualifications:
10+ years of Retirement industry experience helping a retirement
provider grow their business
5+ years managing the launch of new plan types, partnerships, and
features
5+ years managing a team in a collaborative environment
Management-level relationships with important executives within
leading retirement providers
Knowledge of Registered Investment Advisory business model and
compliance requirements
Background working with small-to-medium sized retirement plan
businesses
Why Fisher Investments:
At Fisher Investments, we work for a bigger purpose: bettering the
investment universe. From unmatched service to unique perspectives
on investing, it's the people that make the Fisher purpose
possible. And we invest in them by offering exceptional benefits
like:
100% paid medical, dental and vision premiums for you and your
qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO*, plus 9 paid holidays
8 weeks paid Primary Caregiver Parental Leave
Back-up Child Care Program available, offering up to 10 days
annually
A cumulative learning and development framework customized for
every employee
An award-winning work environment - we're Great Place to Work
Certified, and Top Workplace winners from The Oregonian
We take great pride in our inclusive culture. We value the
different perspectives and unique skills you bring to the team - it
makes us all better. Success at Fisher Investments is motivated by
results, a collaborative mindset and a commitment to accomplishing
great things - so if you are ready to do that, we are ready for
you! Apply today to be a part of a team environment where you make
a difference in the lives of people by bettering the investment
universe.
*California employees accrue up to 17 days of PTO and 3 days of
sick time per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Grapevine , VP of Retirement Solutions, Executive , Grapevine, Texas
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