Drive asset growth across retirement solutions by building plan sponsor and intermediary relationships, delivering presentations, identifying expansion opportunities, partnering with internal teams, and monitoring market/competitive activity.

Lead and grow a book of Advisor and Asset Management clients, exceed revenue targets, uncover client needs, coordinate solutions and demos, forecast opportunities, build key relationships, and document activities in SFDC. Role requires cross-team collaboration and frequent travel.

The Index Data Sales Director will grow client relationships, exceed revenue targets, and collaborate with internal teams on data solutions, requiring 25% travel.