- Accountable for the management of the Retirement Plans division P&L.
- Responsible for the development of retirement plan investment products and services that assure Ameritas' competitive position and profitable operations.
- Set an overall division strategy and division objectives in conjunction with company-wide objectives and ensure the attainment of these objectives.
- Develop multiple distribution channels for the marketing of retirement plan products and services.
- Develop and implement plans to maintain existing business and improve persistency.
- Establish policies and procedures for the operation of the line, monitoring development of plans and implementation for major projects and existing business.
- Ensure the effective implementation, integration, and execution of the organizational strategic and tactical plan initiatives.
- Oversee the strategic planning process to develop actionable plans that reflect and are derived from the most significant strategies of each business.
- Leads and participates in senior management planning and development with other departments.
- Responsible for the quality and accurate administration of all Retirement Plans products to ensure they are administered within their respective contractual guarantees and provisions.
- Responsible for quality service that meets or exceeds agent and client expectations.
- Directs the process for product development and implementation.
- Responsible for associate performance, training, career development, staffing models and budgeting.
- Establish successful culture and business matrices for associates and advisors.
- Manages compliance with financial policy and reporting regulations, involving the planning and direction of programs, policies, and practices to ensure that all business units' activities are in compliance with federal and state regulatory requirements.
- Assess division results and recommended alternative strategies as market conditions warrant.
- Ensure strategic alignment with other divisions meeting common annual business goals.
- Evaluate emerging market capabilities and bring forward M&A opportunities to buy or partner where it may make sense to close particular capabilities gaps that support the retirement plans business strategy.
- Bachelor's degree or equivalent work experience required.
- 15+ years of progressive management experience in retirement plans with significant recent P&L responsibility.
- Demonstrated leadership with proven results.
- Possesses sound working knowledge of retirement plans home office service departments, distribution management, product development, financial management, systems, and customer service standards.
- Ability to understand and manage to GAAP financial results.
- Previous M&A experience is strongly preferred.
- Our company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
- Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
- We're committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities.
- A total rewards package with all the comprehensive health and welfare benefits you'd expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others.
- Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training, and career development opportunities.
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SVP, Retirement Plans - Remote, United States - Ameritas
Description
Ameritas is looking for our next SVP, Retirement Plans to lead the Retirement Plans division. The Senior Vice President, Retirement Plans will have full P&L responsibility and be accountable for day-to-day strategic and operational management of the Ameritas retirement business. You will provide overall leadership, vision and direction for the strategic growth and profitability of the division, ensuring the attainment of financial targets, operational best practices, product development, marketing, distribution, sales, plan investments and associate development. The successful candidate will build upon the existing retirement plans strategy, focusing on improving financial performance by driving organic growth and identifying potential acquisition opportunities. In addition, you will drive towards a desirable quality service experience, enhanced technology, unit cost improvement and operational best practices. At all times, ensuring that Retirement Plans business objectives and strategies are consistent with Ameritas's short term and long-term business and financial goals.
At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.
This role could be performed in a fully- Remote or Hybrid capacity working partially in-office and partially from home in the Lincoln, NE metropolitan area.
What you Do
What you Bring
What We Offer
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
