S T E V E N J.

B E L T
617.947.6285 | sbelt21@yahoo.com | www.linkedin.com/in/stevenbelt | Newbury, MA 01951
Senior-level financial services, insurance professional and leader with 20 years of back/middle/front office experience
spanning operations, client services, product management, project management, relationship management and sales.

Skilled at establishing external/internal relationships, creating value and executing plans in order to drive growth
and create efficiencies within various businesses and product verticals.

Proven ability to steer critical initiatives, excelling in building teams and collaborating across diverse
perspectives and stakeholders.

Offers track record of bridging gaps between disparate organizational and industry groups including IT,
operations, sales, service and product.

CAREER OVERVIEW
M AS S M U T U A L L I F E

Brokerage Director Retirement Income and Insurance Products

February 2014 November 2014

Established partnerships with Financial Advisors and Insurance Producers and consulted in developing solutions for their
clients. These solutions involved the use of the firms life insurance, long term care, income annuities and disability
insurance products and resulted in net new brokerage sales for the Northern New England affiliate.
M AN U L I F E F I N A N C I A L

/ JOHN HANCOCK

Assistant VP, Project Sponsor Retirement Plan Services

2011-2013
Appointed Project Track Sponsor for the delivery and completion of a $50M project to establish the firms position in the
mid-market 401(k) space. Oversaw a team comprised of project managers, analysts, IT and sales operations staff.

Led team through defining and implementing requirements for expanded opportunity and sales reporting via
proprietary sales tracking and CRM system.

Led efforts to define product deliverables, organization structure and roles for new product line.

Introduced pre-sales and sales process to coincide with unique requirements of the mid-market space.

Drove product release to 125 of the firms top distributors, including wirehouses, BDs, banks, and advisory firms.

Assistant VP, Product Management and Compliance Variable Products

2008-2011
Headed product development activities from concept through implementation, leading a cross-functional team spanning
product development, project management, pricing, actuarial, IT, operations, sales and marketing.

Achieved core product sales of $1B+ during each year of tenure, despite the 2008-11 market impact.

Steered business unit through rapid product re-pricing and de-risking phase based on market conditions and
substantial changes to product approval requirements.

Interfaced with investment management unit to ensure competitiveness and compliance of investment offerings;
efforts included high-profile restructuring of risk-based fund-of-funds to meet pricing and hedging requirements.

S T E V E N J. B E L T
617.947.6285 sbelt21@yahoo.com Newbury, MA 01951

Directed market release of innovative RIA-focused variable annuity product line in less than five months.

Managed seven-person team of compliance and legal experts in writing and filing state insurance contracts and
SEC disclosure documents. Re-wrote and re-filed base insurance contract to meet new risk management targets.

Assistant VP Client Services and Operations

2006-2008
Directed end-to-end operations of multi-product service center with 200+ representatives spanning 3 sites.
Organization consisted of advisor/client call center, project management, analysts, sales support and problem
resolution.

Led RFI/RFP, research and implementation of improved telephony infrastructure including VoIP, analytics,
screen-scraping and workforce optimization.

Instituted new training and evaluation programs including participation in a syndicated call center evaluation
program. Team achieved top quartile Dalbar rankings by the end of year 1 as well as in subsequent years.

Led efforts to establish a new service center in Portsmouth, NH.

Assistant VP, Director | National Accounts | Operations Relationship Management

1998-2006
Oversaw team of 10+ Relationship Managers and Business/IT Analysts responsible for key intermediary relationships,
including national and regional BDs. Led hundreds of in-person meetings with client firms to improve relationships,
plan for and implement operational/technical changes, enhance product visibility, and train sales/service staff.

Proved vital in landing relationships with four high-profile national firms that gained ranking among the
companys top five highest-producing partners.

Co-chaired the National Association of Variable Annuities Operations & IT Committee (2001-2006). Integral in
the industry-wide effort in developing technical standards to allow automated order entry and account
aggregation for annuity products.

Drove team to achieve top quartile ranking for relationship management year after year as well as number 1
ranking three times as voted by Operations Management Roundtable (OMR).

Manager/Director Project Office & New Business Operations

1994-2000

Project Manager for initiatives including Client/Advisor statement redesign, optical imaging, NSCC and Y2K.

EDUCATION, PROFESSIONAL DEVELOPMENT, AWARDS & ACTIVITIES

FINRA Series 7 / Life and Health Licensed
Chartered Retirement Plan Consultant (CRPC) College for Financial Planning
Wood Logan/Manulife Sales Partner Award - 2002
BA in Sociology / Business Studies Minor Providence College
Division 1 Varsity Baseball Providence College