Vice President, Sales Operations

About the Role

Key Responsibilities

• Serve as a key strategic partner to the distribution head and the RVPs, assisting in the formulation and implementation of initiatives that increase organic growth and expand market share, aligning with the long-term business objectives and growth targets of Corebridge Retirement Services.
• Conduct comprehensive and insightful analysis of market trends, competitors, and customer behaviors to inform and refine sales strategies and establish a competitive advantage in the retirement services sector.
• Design and manage the rollout of innovative business-building initiatives for financial advisors, empowering them with actionable strategies that elevate client engagement, accelerate growth, and advance market leadership.
• Establish a standing business review framework on behalf of the distribution head with the RVP team to assess results, establish accountability and drive performance.
• Work with Finance and the metrics team to develop a comprehensive set of metrics and KPIs to monitor and track regional performance and foster an environment of growth and continuous improvement.
• Oversee the deployment and adoption of impactful sales tools, training programs, and performance metrics to enable the sales force to achieve outsized results.
• Develop and maintain policies, procedures, and best practices that drive operational excellence, compliance, and continuous improvement across the sales organization.
• Motivate and lead a high-performing team of sales operations professionals, fostering a culture of excellence, innovation, and continuous improvement.
• Set clear, measurable goals for the team, providing ongoing coaching, feedback, and development opportunities.
• Recognize and cultivate emerging leaders and top performers through coaching, mentorship, and development initiatives.
• Function as a strategic partner to the distribution head, leading high-priority projects and initiatives, ensuring alignment with business priorities.
• Support the analysis, design, and rollout of performance-based compensation plans grounded in industry trends and competitive intelligence.
• Assist in developing a recruiting process and messaging to attract quality financial advisor recruits.
• Monitor, analyze, and report on financial performance, identifying opportunities for cost optimization, revenue growth, and profitability improvements.
• Collaborate with finance and analytics teams to forecast sales performance and support strategic planning.
• Establish and maintain relationships with key stakeholders across departments to drive cohesive sales initiatives.
• Represent the sales distribution function in senior leadership meetings and external engagements.
• Lead efforts to incorporate cross-functional feedback and competitive insights into sales strategies.

Requirements

• A minimum of 10 years of progressive experience in sales operations, with significant leadership experience supporting retirement or wealth management industries.
• At least 5 years of Field Management leadership experience overseeing teams that support advisors in developing business plans and adopting best practices.
• Experience in developing sales tactics and business strategies for financial advisors that drove organic growth.
• Hands-on experience in developing and implementing field management and advisor compensation plans.
• Bachelor's degree; MBA or advanced degree preferred.
• State Life and Health Insurance license or ability to obtain within 60 days.
• FINRA Series 7, 66, 24 or ability to obtain within 120 days.
• Deep expertise in financial planning, investment and insurance products, and advisory solutions.
• Proficiency in sales tools, CRM systems, and performance metrics.
• Strong strategic thinking, analytical skills, and financial acumen.
• Excellent communication, negotiation, and interpersonal skills, with ability to influence at all organizational levels.
• Ability to manage multiple priorities in a fast-paced environment.

Nice to Have

• CFP® and CRPS® certifications.

Qualifications

• Bachelor's degree required; advanced degree preferred.
• State Life and Health Insurance license or ability to obtain within 60 days.
• FINRA Series 7, 66, 24 or ability to obtain within 120 days.
• CFP® and CRPS® certifications are preferred.

Benefits & Perks

• Comprehensive health, dental, and vision insurance plans, mental health support, and wellness initiatives.
• Retirement benefits including a 401(k) plan with up to 6% company match and 3% company contribution.
• Employee Assistance Program with confidential counseling services.
• Matching charitable donations up to $5,000 annually.
• Volunteer Time Off of up to 16 hours annually.
• Paid Time Off starting at 24 days annually.
• Flexible work arrangements with remote work options.