SVP, Head of Retirement Fiduciary Services

Location: Remote or Hybrid, traveling to Wakefield MA once per month.

The Purpose of Your Role

The SVP, Retirement Fiduciary Services is a senior leader within Sentinel Pension Advisors (SPA) who works closely with the Head of Retirement to shape the direction of the business while leading the execution of our business plan, strategic priorities, and growth initiatives across the business.

You will be responsible for building and leading a strong team, creating the conditions for people to do their best work, and ensuring the business operates with clear priorities, accountability, and strong client service.

With responsibility for leading and managing SPA’s ERISA 3(21) and 3(38) advisory business, you will drive the performance, discipline, and coordination needed to grow the business, expand capacity, and deliver stronger outcomes for clients, participants, and the business.

What you’ll bring to Sentinel Group

You are a strong senior leader with deep retirement plan and fiduciary expertise, sound operating judgment, strong investment acumen and a proven ability to execute strategy through people, process, and accountability. You bring a disciplined, data-driven operating approach, a history of building strong partnerships across teams, and a relentless focus on responsiveness, relationships, and participant outcomes.

What you’ll be responsible for

• Partner closely with the Head of Retirement, SVP, Retirement Plan Services, COO, CIO to help translate the vision, mission, and strategy for our Retirement Fiduciary Advisory Services into actionable business and operating plans.
• Execute against strategic priorities with discipline, transparency, and accountability, ensuring alignment between long-term direction and day-to-day operations.
• Serve as a senior leader for Fiduciary & Retirement Advisory Services, supporting the performance, consistency, and scalability of the advisory business.
• Lead with a relentless focus on building strong relationships internally and externally, improving responsiveness, and delivering better participant outcomes.
• Help establish and monitor key performance indicators related to growth, retention, service quality, profitability, operational effectiveness, and participant results.
• Foster a culture of accountability, collaboration, responsiveness, and continuous improvement across the advisory organization.
• Work comfortably at multiple altitudes:
  • In the details of fiduciary frameworks, ERISA standards, and plan strategy.
  • In important client and prospect conversations with CEOs, CFOs, HR/Benefits leaders, and investment committees.
  • In cross-functional and senior leadership discussions focused on execution, alignment, and business performance.
• Demonstrate strong judgment, integrity, and credibility on fiduciary, regulatory, and business matters.
• Translate technical concepts into practical, actionable business guidance for clients, colleagues, and partners.
• Model a collaborative, low-ego approach that strengthens the broader Retirement organization.

Strategic Execution & Operating Leadership

• Create urgency for growth by challenging the status quo and paint a better future.
• Clarify priorities so effort is focused on what drives results.
• Build and develop a team that can execute, grow, and scale beyond individuals.
• Create accountability through clear ownership, expectations, and follow-through.
• Remove obstacles so our teammates can perform at their best.
• Ensure visibility into business performance and operating metrics, using KPIs and data to guide decisions, improve execution, and address gaps proactively.
• Drive operational discipline and consistency across the advisory team, ensuring that commitments are met and standards remain high.
• Support financial stewardship by helping improve scalability, resource alignment, and business performance in partnership with senior leadership.

Leadership, Team Development & Culture

• Lead, develop, and coach a high-performing team, establishing clear expectations, accountability, and disciplined performance management practices.
• Foster a culture of service excellence, relationship ownership, responsiveness, and continuous improvement.
• Promote alignment across…