Senior Vice President, Head of Retirement Fiduciary Services

Sentinel Group

Senior business leader overseeing fiduciary advisory services for Sentinel Pension Advisors. Focused on long-term strategic execution and enhancing retirement outcomes for clients.

Posted 5/16/2026full-timeWakefield • Massachusetts • 🇺🇸 United StatesLead💰 $170,000 - $240,000 per yearWebsite

About the role

Key responsibilities & impact

Think and execute with a strategic, enterprise mindset and a focus on long‑term value creation.
Be a change agent who can see the future state, build a plan, sequence priorities, and bring people along through clear communication and disciplined execution.
Operate comfortably at multiple altitudes: In the details of fiduciary frameworks, ERISA standards, and plan strategy.
In high‑stakes client and prospect conversations with CEOs, CFOs, HR/Benefits leaders, and investment committees.
In enterprise‑level discussions with Sentinel leadership, shaping SPA’s role in the broader firm.
Demonstrate uncompromising integrity and judgment on fiduciary, regulatory, and ethical matters.
Exhibit strong communication skills, written and verbal, with the ability to translate technical concepts into business outcomes.
Model a collaborative, low‑ego approach that strengthens the broader Retirement organization.
Provide overall leadership, strategy execution, and day‑to‑day management of Fiduciary & Retirement Advisory Services, including plan advisors, CIO, financial wellness educators, and the investment analyst team.
Assume executive responsibility for select key client relationships.
Ensure transparency and stewardship over key performance indicators (growth, retention, profitability, service quality and participant outcomes).

Requirements

What you’ll need

Bachelor’s degree required
Relevant industry licenses and designations required or obtained within a defined timeframe (e.g., FINRA Series 65/66, and one or more advanced credentials such as CFA, CPFA, AIFA, QPA, QKA or similar).
15+ years of progressive experience in retirement plan advisory, institutional consulting, or related financial services, including significant leadership responsibility.
Direct experience overseeing or working closely with investment teams (CIO/analysts) and plan advisor/client‑facing teams.
Demonstrated success leading in a business‑unit environment (e.g., advisory integrated with recordkeeping, TPA, and/or wealth management) strongly preferred.

Benefits

Comp & perks

Flexible work schedules, including remote and hybrid options
Parental leave and family care programs
Mental health resources
Tuition reimbursement program
Generous time off policies, including unlimited Flexible Time Off after 2 years of service
Employee events (holiday parties, summer cookouts, wellness days, etc.)
Free guidance from a Financial Planner who will help you with your retirement investments
Sentinel Recharge (After 10 years of service, we reward employees for their hard work by offering a four-week paid sabbatical to rejuvenate)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

fiduciary frameworksERISA standardsfinancial wellnessinvestment analysisstrategic planningperformance indicatorsretirement plan advisoryinstitutional consultingbusiness-unit leadershipclient relationship management

Soft Skills

strategic thinkingchange managementcommunicationcollaborationintegrityjudgmentleadershipexecutiontranslating technical conceptslow-ego approach

Certifications

Bachelor's degreeFINRA Series 65FINRA Series 66CFACPFAAIFAQPAQKA