SVP, Head of Retirement Fiduciary Services

Location:

Wakefield, MA or Hybrid

The SVP, Head of Retirement Fiduciary Services is the senior business leader for Sentinel Pension Advisors (SPA) and is accountable for advancing Retirement’s vision, mission, strategy, growth, and day‑to‑day execution of SPA’s fiduciary advisory business. This role is responsible for evolving an outcomes‑focused retirement advisory platform that delivers disciplined, consistent fiduciary governance and materially improves participant participation, savings rates, and investment outcomes.

It positions the retirement plan as a strategic business lever for employers while simplifying sponsor decision‑making through clear recommendations, actionable insights, and confident guidance.

You are a dynamic enterprise leader with deep retirement plan and fiduciary expertise, strong technical credibility, and exceptional people leadership. You bring a disciplined, data‑driven operating approach, a history of building and scaling advisory teams, and strategic execution that advances Sentinel’s vision for outcomes‑focused retirement fiduciary services.

You will work in close partnership with the Head of Retirement and other senior leaders to shape and execute the strategy for Sentinel Pension Advisors, aligning fiduciary governance, plan design, and investment consulting with the broader Retirement and Benefits agenda. You will collaborate frequently with Operations, Technology, Compliance, Sales, and Marketing to enhance our advisory platform, elevate the client experience and drive stronger participant outcomes, and strengthen Sentinel’s position as a leading institutional retirement partner.

• Think and execute with a strategic, enterprise mindset and a focus on long‑term value creation.
• Be a change agent who can see the future state, build a plan, sequence priorities, and bring people along through clear communication and disciplined execution.
• Operate comfortably at multiple altitudes:
  • In the details of fiduciary frameworks, ERISA standards, and plan strategy.
  • In high‑stakes client and prospect conversations with CEOs, CFOs, HR/Benefits leaders, and investment committees.
  • In enterprise‑level discussions with Sentinel leadership, shaping SPA’s role in the broader firm.
• Demonstrate uncompromising integrity and judgment on fiduciary, regulatory, and ethical matters.
• Exhibit strong communication skills, written and verbal, with the ability to translate technical concepts into business outcomes.
• Model a collaborative, low‑ego approach that strengthens the broader Retirement organization.
• Provide overall leadership, strategy execution, and day‑to‑day management of Fiduciary & Retirement Advisory Services, including plan advisors, CIO, financial wellness educators, and the investment analyst team.
• Assume executive responsibility for select key client relationships.
• Ensure transparency and stewardship over key performance indicators (growth, retention, profitability, service quality and participant outcomes).
• Represent Retirement Fiduciary Services in internal forums, steering groups, and cross‑functional initiatives and act as a visible culture carrier and advocate for Sentinel’s values and the Retirement’s Vision and Mission.

• Demonstrated senior leadership with strong strategic thinking, sound judgment, and the ability to inspire and align teams around a clear vision.
• Deep expertise in institutional retirement plans, fiduciary governance, plan design, investment consulting, and the integration of recordkeeping/TPA with advisory services.
• Proven track record of driving growth, profitability, operational excellence, and cultural change within an advisory or consulting business.
• Highly organized, analytical, and detail‑oriented; a self‑starter who is collaborative, results‑driven, and effective in managing complexity and ambiguity.
• Demonstrated ability to challenge the status quo constructively, clarify priorities, build teams, drive accountability, and remove obstacles to performance.

• Provide clear strategic direction for Retirement Fiduciary Services,…