Teams at People Corporation

Provide proactive consulting and relationship management for an assigned block of group retirement clients. Support sales and cross-sell initiatives, respond to technical inquiries on plan design, governance, taxation and investments, prepare meeting materials and governance documentation, run member education and webinars, maintain client records, monitor market trends, and continuously develop technical expertise to ensure high client retention and satisfaction.

Diriger les examens financiers mensuels, analyser les écarts budgétaires, préparer les rapports consolidés et effectuer des analyses de rentabilité, de marges, de revenus et de coûts. Soutenir les budgets annuels et les prévisions, suivre les KPI, contrôler les revenus, examiner les prévisions d’intégration et fournir des analyses financières ad hoc pour appuyer les décisions stratégiques et les initiatives de croissance.

Nationally leads Client Operations across regions, developing scalable operating models, governance, service standards, performance frameworks, retention strategies, workforce planning, and continuous improvement initiatives. Oversees client growth, risk management, operational efficiency, talent development, executive reporting, and cross-functional collaboration to improve client experience, advisor productivity, profitability, and business performance.