AVP, Head of Wholesaler Concierge

POSITION SUMMARY: 

The AVP, Head of Wholesaler Concierge will lead and oversee the strategy, execution, and continuous improvement of Global Atlantic’s wholesaler concierge function. This role is pivotal in driving connectivity between the field and The Consulting Group, enhancing the wholesaler experience through seamless event support, technology integration, and insightful business analysis. The successful candidate will establish best-in-class processes, procedures, toolsets, and ways of working that maximize utilization of Global Atlantic’s value-add teams—including Global Atlantic Consulting, Advanced Markets, and Multicultural—while optimizing pre- and post-meeting protocols to help drive incremental sales.

RESPONSIBILITIES: 

Wholesaler Event Planning & Execution

• 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.

Internal Desk Liaison & Connection Point to The Consulting Group

• 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.

Data Analysis, Scorecard & Trend Spotting

• 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.

QUALIFICATIONS:

• 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.
• Familiarity with invite/event technology platforms (e.g., Jeto, Marketo, or similar) preferred.
• Demonstrated leadership ability with experience managing cross-functional stakeholders and driving adoption of new processes.

KEY COMPETENCIES: 

• Strategic thinker with operational excellence.
• Process-driven and detail-oriented with a continuous improvement mindset.
• Strong problem-solver who anticipates needs and identifies opportunities.
• Collaborative leader who can influence without direct authority.
• Comfortable working in a fast-paced, dynamic environment.

“To be considered for this role, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.”  

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