Turning product, experience and market insight into growth
At Ameritas Retirement Plans, I helped connect product strategy, customer experience, marketing and distribution to accelerate the growth of a national retirement business and expand access through innovative solutions like pooled and private-label retirement plans.
Retirement Strategy | Product Engagement | Customer Experience | Sales Enablement | Digital Transformation
From digital experience to enterprise growth
The Evolution
My role at Ameritas evolved beyond traditional marketing into a broader mandate—connecting product, distribution, digital experience and customer insight to help the organization compete and grow in a rapidly changing retirement market.
Product Engagement + Customer Experience
Sales + Marketing Enablement
Retirement Strategy + Growth
The Opportunity
Building for growth in a changing retirement market.
SECURE Act legislation, growing employer demand and rising expectations for digital experiences created new opportunities—and new expectations—for retirement providers.
Expanding access
New legislation opened the door for pooled solutions and greater access for small and midsize employers.
Evolving expectations
Employers, advisors and partners increasingly expected consumer-quality digital experiences and clearer value propositions.
Momentum at scale
Ameritas Retirement Plans was experiencing significant growth, creating an opportunity to build the capabilities needed to sustain it.
My Mandate
Connect the strategy.
Transform the experience.
Enable the business.
Working across Product, Sales, Technology, Operations and Marketing, I focused on four connected priorities to support the next phase of growth.