Lead strategy, product development, and national distribution for workplace 529 and ABLE solutions. Build partnerships with brokers, HRIS and benefits platforms, define product and operational requirements, set pricing and P&L, and design the organizational model to scale employer-based education savings offerings.

Lead regional sales activities for the RPS product suite targeting community banks and credit unions. Manage and mentor regional sales representatives, develop regional sales plans, pursue key relationships, follow up on leads, and meet sales/contact targets. Travel 50–60% for in-person client meetings and collaborate with Sales management on strategy and staffing.