SVP, Intermediary Distribution

Overview

Northeast Retirement Services (NRS) offers administration and processing solutions for large Financial Services organizations in the area of employee benefit plans and charitable programs, including services for all types of defined contribution and defined benefit plans, endowment programs and charitable trusts. Our clients include institutional investors, brokers, advisors and financial services firms requiring flexible, customized platforms for their customers. NRS’ business model enables us to create an integrated approach that provides responsive & comprehensive solutions.

NRS leverages technology and its partners’ strengths to bring measurable value to our clients. Our teams address strategy, operations, risk and technical issues in formulating end-to-end administrative solutions that are tailored to a client's specific situation and processing requirements.

Responsibilities

Global Trust Company (GTC) is seeking a highly skilled and motivated Senior Vice President (SVP) of Intermediary Distribution to lead our intermediary distribution strategy and execution. This position is crucial for expanding our reach and enhancing relationships with financial intermediaries, including brokers, advisors, and institutional partners. The ideal candidate will be a strategic thinker with a proven track record in intermediary distribution within the financial services sector.

Key Responsibilities

• Strategic Leadership: Develop and implement a comprehensive intermediary distribution strategy to drive growth and market penetration for GTC’s products and services.
• Relationship Management: Build and nurture strong relationships with key intermediary partners, ensuring alignment of objectives and maximizing distribution opportunities.
• Market Development: Identify and evaluate new intermediary channels and opportunities for expansion, leveraging market insights to inform strategic decisions.
• Sales Enablement: Collaborate with the sales and marketing teams to create compelling materials, training programs, and resources that support intermediary partners in promoting GTC’s offerings.
• Performance Metrics: Establish and monitor performance metrics for intermediary distribution, analyzing results to optimize strategies and drive continuous improvement.
• Cross-Functional Collaboration: Work closely with internal departments, including compliance, operations, and investment management to ensure seamless execution of intermediary programs and initiatives.
• Industry Representation: Represent GTC at industry conferences, seminars, and networking events, enhancing the company’s visibility and reputation among intermediaries.
• Team Leadership: Foster a culture of excellence, accountability, and collaboration.
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner
  
  

Qualifications

• Bachelor’s degree in Business, Finance, or a related field; MBA preferred.
• 10 years of experience in intermediary distribution, business development, or related roles within the financial services industry.
• Proven ability to develop and execute successful distribution strategies that drive sales and growth.
• Strong understanding of private pooled funds - collective investment funds and LLCs.
• Strong understanding of the intermediary landscape, including trends, challenges, and best practices.
• Excellent communication, negotiation, and interpersonal skills, with the ability to influence and engage a diverse range of stakeholders.
• Results-oriented mindset with a focus on achieving targets and driving performance.
• All applicants must be 18 years of age or older.
  
  

Other Job Information

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Minimum

USD $132,500.00/Yr.

Maximum

USD $245,997.00/Yr.