Senior Vice President, Head of Retirement Fiduciary Services

Responsibilities

• 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).

• Bachelor’s degree required
• Relevant industry licenses and designations required or obtained within a defined timeframe (e.g., FINRA Series 65/66, and one or more advanced credentials such as CFA, CPFA, AIFA, QPA, QKA or similar).
• 15+ years of progressive experience in retirement plan advisory, institutional consulting, or related financial services, including significant leadership responsibility.
• Direct experience overseeing or working closely with investment teams (CIO/analysts) and plan advisor/client‑facing teams.
• Demonstrated success leading in a business‑unit environment (e.g., advisory integrated with recordkeeping, TPA, and/or wealth management) strongly preferred.