COMPANY INFO

With about one trillion Euros of assets under management, we are one of the top five asset management companies worldwide - with access to approximately 75 million clients around the globe. We employ a staff of more than 5,000, with more than 1,050 investment professionals among them.

Our firm offers excellent products, covering all major equity and fixed-income investment styles and providing balanced products as well as alternative investment solutions. We have organized our business into two global lines: Fixed Income and Equities.

JOB DESCRIPTION

We are seeking an experienced, energetic and well-spoken, individual to serve as our Senior Retirement Expert and be responsible for helping to strengthen the firm’s U.S. presence as a leader in the retirement market. He/she will be a lead contributor to and spokesperson for the firm’s retirement income marketing and educational programs and will be expected to generate excitement around our retirement products and solutions both within the company, our client base and the media.

Primary Responsibilities Include:

Provide well-rounded perspective and insight on the retirement income market – competitive landscape, regulatory landscape, product trends, etc - for internal audiences (executives, sales, marketing)
Act as the business group’s retirement spokesperson for external audiences in close coordination with other affiliates and serve as a resource for the media, and other industry influencers
Demonstrate significant knowledge of retirement planning from a technical/ FA’s perspective
Present effectively and with authority to a variety of audiences - gatekeepers, financial advisors (FA’s) and their clients, our sales forces
Deliver keynote addresses at industry conferences under the company banner
Work closely with key stakeholders within the firm’s other business units to coordinate messaging and attendance at internal and eternal activities
Educate internal audiences (sales, national accounts) and external audiences (FAs, gatekeepers, investors) on key retirement income issues, e.g., tax
Promote the firm thought leadership on retirement issues through a variety of media – PR, speaking engagements, thought pieces, etc.
Communicate consistent, clear messaging to ensure clear differentiation of our retirement products and solutions
Contribute to the development and execution of the firm's retirement products' marketing programs
Provide expertise to help develop our road map for retirement income products
Collaborate closely with retirement and life insurance sales and national accounts
Participate in sales calls and other customer-facing activities
Work with product marketing to ensure sales and channel readiness for product releases

QUALIFICATIONS

15 plus years of industry experience in sales and marketing for retirement markets and retirement income products and services
Excellent communicator and speaker, media-trained, with extensive experience in front of various audiences
Familiar with government / corporate pension programs, e.g., tax and legal aspects
Exceptional verbal and written communication skills including strong interpersonal and influencing skill
Experience marketing financial services products
Maintain strong industry relationships and participation, e.g., board seats
Ideal candidate will have one or more of the following: CFA, CFP, MBA, JD, ChFC
Experience as a FA or wholesaler of investment and insurance products is preferred
Series 7, 24, 63 licenses and State Life/Health/Annuity Insurance licenses
Extensive travel up to 80%