Financial Engines
Recruited to build and maintain key sales & partner relationships with major financial service corporations for this innovative provider of personalized online investment advice. Led cross-functional teams in relationship initiation, sales cycle/RFP process, and client service evaluation phases in order to capture and grow existing business. Coordinated technical development and participant communication teams during service deployments.
- Managed day-to-day partner relations with Great West Life Insurance, The Principal Financial Group, and CitiStreet/State Street Global Advisors (SSgA).
- Pioneered innovative pricing model to transition the company to asset-based pricing model from subscription model, and increased revenues by structuring new service offerings with existing roster of clients, such as an IRA roll-over product with CitiStreet and a Section 529 offering with SSgA.