Stephanie Sharp

Role
Business Development Strategist - National Accounts & Business Development Group at Transamerica
Location
Austin, TX, US
LinkedIn followers
500 followers

About Stephanie Sharp

If there\'s a problem to solve or a process that can be optimized, I\'m usually the first…

Experience

  1. Business Development Strategist - National Accounts & Business Development Group

    Transamerica

    Mar 2023 — Present

    Senior distribution strategy role building out DCIO and proprietary fund complex sales and organic growth strategy for third party sub-advised funds, retirement income, co-manufactured target date and stable value general account solutions •Leverage home office and top producer relationships to obtain approvals and shelfspace of new and existing proprietary investment products and non-recordkeeping ancillary solutions •Partner with fiduciary investment and advisory partners to capitalize on promotion and positioning of top scoring funds/CITs •Collaborate with internal stakeholders to optimize competitiveness related to share classes, expenses, investment vehicles and operational efficiency across business units •Proactively develop marketing materials, training curriculum, presentations, white papers, job aids, thought leadership & industry awareness for plan sponsor, consultant, sales and participant audiences to address education and positioning gaps •Present topical thought leadership (including financial wellness, employee engagement, responsible investing/ESG and investment solutions) at industry conferences, top producer forums, partner firm symposiums and advisory councils, serving as leadership delegate •Participate in Aegon’s Global Sustainability Council which drives corporate sustainability strategy & positioning for Aegon and all of its global affiliates

Education

  • University of Colorado Boulder

    BSBA, International Business & Marketing

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Stephanie Sharp — Business Development Strategist - National Accounts & Business Development Group at Transamerica in Austin, TX, US | Unifers