About the role

  • This role partners with our selling teams, supports our business development efforts with Advisors, and builds our presence in the Advisor retirement plan marketplace!
  • You will identify, build, and maintain strong relationships with Advisors in your region.
  • Focus on educating Advisors, firms, and partners on our services and processes.
  • You will also partner and be responsible for key projects with our Vice President of External Business Development.
  • Mostly, you will be serving our Advisors partners in ways that support their ability to grow and provide excellent experiences for our mutual clients.

Requirements

  • Experience in a business development or sales role
  • Understanding of Advisor value proposition and experience
  • Track record of running successful initiatives and projects
  • Passion for relationship building and partnering
  • Curious mind-set combined with a dynamic and flexible operating style
  • Project organization, management, and deployment
  • Series 7 & 63 licenses need to be acquired upon accepting the role
  • Previous experience and knowledge of the retirement benefits landscape are must-haves

Benefits

  • comprehensive health care coverage
  • emotional well-being support
  • market-leading retirement
  • generous paid time off
  • parental leave
  • charitable giving employee match program
  • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Job title

VP, Advisor Consultant

Job type

Experience level

Lead

Salary

$65,000 - $75,000 per year

Degree requirement

Bachelor's Degree

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job