.. reporting to support business objectives and strategy Collaborate across Accounting and operational departments to enable business insights, training and .. and analysis of department level financials Provide support for the Accounting Manager & Regional CFO Additional related duties as needed Qualifications .. read more
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Job Purpose
The VP, Institutional Relationship Management will develop new and strengthen existing institutional client relationships. The VP is a client-centric and growth-oriented professional who can identify, pursue, develop, and execute product strategy and business development opportunities to ensure retention and expansion of institutional client relationships.
Essential Responsibilities
We don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our employees, our products and our community. Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.
Job Purpose
The VP, Institutional Relationship Management will develop new and strengthen existing institutional client relationships. The VP is a client-centric and growth-oriented professional who can identify, pursue, develop, and execute product strategy and business development opportunities to ensure retention and expansion of institutional client relationships.
Essential Responsibilities
- Develops and executes strategies to distribute products or services to institutional clients.
- Understands the unique needs and objectives of each client and provides tailored solutions to meet those needs.
- Identifies new business opportunities and potential clients within the institutional market segment.
- Acts as a representative in the industry and builds strong, collaborative partnerships across the institutional retirement space, including with recordkeepers, middleware providers, fintechs, retirement plan advisors, and mega plans.
- Identifies partnership opportunities with third-parties, collaborates to assess and review suitability, and presents information and recommendations to leadership for buy-in.
- Establishes and maintains relationships with stakeholders and decision makers to drive business development opportunities.
- Collaborates with senior management to develop long-term strategic plans for institutional distribution and contribute overall business growth objectives.
- Collaborates with marketing teams to develop collateral materials, presentations, and thought leadership content.
- Serves as a subject matter expert on institutional distribution practices, regulations, and industry best practices for leadership and the product and distribution teams.
- Provides insights to leadership on the competitive landscape, product positioning, and client priorities.
- Leads a cross-functional team to execute complex distribution initiatives or projects, ensuring alignment with strategic objectives and timelines.
- Participates in due diligence processes for potential partnerships, acquisitions, or strategic alliances within the institutional space.
- Analyzes performance metrics and financial data to evaluate the effectiveness of distribution efforts and make recommendations for improvement.
- Conducts market research and analysis to identify emerging trends and opportunities within the institutional market segment.
- Provides regular updates and reports to senior management on distribution performance, market trends, and competitive intelligence.
- Continuously evaluates and optimizes distribution channels and methods to adapt to changing market dynamics and client preferences.
- Ability to travel up to 40-50% of the time or as needed.
- Performs other duties and/or projects as assigned.
- Extensive knowledge of the financial services industry and the institutional retirement ecosystem and products/solutions.
- Exceptional relationship building and management skills.
- Strong leadership skills with a thorough understanding of strategic account/relationship management.
- Excellent verbal, written, and interpersonal communication skills with a proven ability to present and communicate information in a clear and concise manner to senior leadership and institutional clients.
- Strong collaboration skills with the ability to work across Jackson to ensure a seamless client experience.
- Strong analytical and problem-solving skills.
- Excellent business judgement, resource management, and negotiation skills.
- Strong organizational skills with the ability to manage multiple projects and deadlines simultaneously.
- Bachelor's Degree required.
- Master's Degree or MBA preferred.
- 10+ years of experience in the financial services industry, specifically in the institutional retirement space required.
- Established relationships in the institutional retirement ecosystem required.
- Relationship management experience required.
- Experience in the defined contribution space required.
- CFA, CAIA, CRPC, CIMA, and/or AIF designation preferred.
We don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our employees, our products and our community. Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.