Global Atlantic · 1 day ago
AVP, Head of Wholesaler Concierge
Wayne, Pennsylvania, United States
Full-time
Onsite
Mid, Senior Level
$85K/yr - $162K/yr
5+ years expGlobal Atlantic is a leading provider of retirement security and investment solutions. The AVP, Head of Wholesaler Concierge will lead the strategy and execution of the wholesaler concierge function, enhancing the wholesaler experience through event support, technology integration, and business analysis.
Financial ServicesInsuranceLife InsuranceRetirement
No H1B
Responsibilities
Lead planning, logistics, and execution for wholesaler events, meetings, and conferences
Manage and optimize the invite technology process, including Jeto, to ensure efficient and seamless event participation
Establish best practices for invitations, collateral, follow-up scripts, and Salesforce campaign procedures to increase meeting effectiveness
Partner with wholesalers and internal stakeholders to ensure high-quality, high-impact event delivery
Serve as the primary liaison between the internal sales desk and The Consulting Group, ensuring alignment on strategy, priorities, and execution
Facilitate clear communication channels and ensure wholesalers have easy access to consulting programs, resources, and support
Collaborate with sales leadership, Global Atlantic Consulting, Advanced Markets, and Multicultural teams to establish a pilot program aimed at:
Increasing utilization of value-add content and speaking opportunities at meetings
Identifying and implementing best practices pre- and post-meeting, including invitation flow, collateral, follow-up, and measurement of success
Own the creation, management, and reporting of team scorecards, tracking activity, engagement, and outcomes
Analyze data to identify trends, opportunities, and areas for improvement that enhance the impact of wholesaler engagement
Provide insights and recommendations to senior leadership to inform decision-making and drive continuous improvement
Qualification
Required
Bachelor's degree in Business, Marketing, Communications, or related field; advanced degree a plus
5+ years of experience in financial services, sales support, event management, or related function
Proven ability to design and implement processes that scale across teams and functions
Strong analytical skills with experience building dashboards, reports, or scorecards to track performance and trends
Excellent communication and relationship-building skills across sales, marketing, and executive leadership teams
Demonstrated leadership ability with experience managing cross-functional stakeholders and driving adoption of new processes
Preferred
Familiarity with invite/event technology platforms (e.g., Jeto, Marketo, or similar)
Benefits
Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
Company
Global Atlantic
Global Atlantic is helping individuals and families think ahead for financial security.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.01B2020-07-08Acquired
2013-05-13Private Equity· $1.01B
2004-01-01Private Equity
Leadership Team
Allan Levine
Chairman and Chief Executive Officer
Timothy Bridgers
Managing Director of Preneed
Recent News
2025-12-03
Company data provided by crunchbase