VP Advanced Markets
The VP, Advanced Markets provides strategic leadership for Advanced Markets, Competitive Intelligence, and Advisor Solutions across Retail Solutions and Life Insurance Solutions. Drives the development of market-informed strategies, advisor resources, planning concepts, and business solutions that strengthen advisor capabilities, enhance client outcomes, improve competitive positioning, and support profitable sales growth across distribution channels
WHAT WE CAN OFFER YOU:
- Estimated Salary: $158,000 - $213,250, plus annual bonus opportunity.
- 401(k) plan with a 2% company contribution and 6% company match.
- Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
- Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
- Develops and executes the advanced markets and competitive intelligence strategy for Retail Solutions and Life Insurance Solutions by monitoring industry trends, legislative developments, economic conditions, consumer needs, product innovation, and competitor activity to identify opportunities, anticipate market shifts, and influence business decisions that strengthen competitive positioning and drive growth.
- Provides strategic leadership in the creation and delivery of advanced sales concepts, planning strategies, and advisor solutions related to estate planning, business insurance, retirement planning, wealth transfer, and other complex financial needs, ensuring advisors have practical tools and actionable insights that increase adoption, deepen client relationships, and generate new sales opportunities.
- Leads the development of advisor-facing resources, including planning tools, calculators, presentations, sales concepts, and digital solutions, that enhance advisor productivity, improve engagement, simplify complex planning discussions, and drive measurable adoption across the field organization.
- Partners closely with Product Development, Distribution, Marketing, Legal, Compliance, and Operations leaders to identify emerging market opportunities, develop innovative business solutions, and successfully bring new concepts, capabilities, and resources to market in support of strategic business objectives.
- Serves as the organization's recognized expert and thought leader on advanced markets concepts and industry developments, delivering education, training, and strategic guidance that enhances advisor knowledge, strengthens field confidence, and positions the company as a trusted resource for complex planning solutions.
- Leads the evaluation and application of artificial intelligence and emerging technologies to improve advisor effectiveness, planning capabilities, client outcomes, competitive differentiation, and operational efficiency while ensuring solutions align with regulatory, compliance, and business requirements.
- Provides leadership and direction for the Advanced Markets organization by developing talent, building organizational capabilities, establishing strategic priorities, and fostering a culture of innovation, collaboration, and continuous improvement that delivers exceptional value to advisors and supports the long-term growth objectives of Retail Solutions and Life Insurance Solutions.
- Develops, manages and maintains an engaged and accountable workforce
WHAT YOU’LL BRING:
- 10+ years of progressive experience in advanced markets, financial services, insurance distribution, product strategy, sales support, wealth planning, or a related discipline, including significant leadership responsibility.
- Deep expertise in estate planning, business insurance, retirement planning, wealth transfer strategies, advanced sales concepts, and the practical application of those disciplines within insurance and financial services distribution.
- Demonstrated success leading advanced markets, competitive intelligence, product support, advisor solutions,