2 дня назад
Director of Sales - Company Retirement Plans (Retirement Plan Advisory)
150 000 - 350 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Director of Sales - Company Retirement Plans (Retirement Plan Advisory): Leading growth strategy, new client acquisition, strategic partnerships, and scalable business development teams for a retirement plan advisory business with an accent on B2B sales, retirement plan expertise, and revenue growth. Focus on building growth engines, closing new retirement plan clients, developing partner networks, and managing CRM and performance metrics.
Location: Seattle, WA; on-site. Full-time, in-office role with up to 25% travel.
Salary: $150,000–$350,000+ base salary plus variable compensation based on revenue growth.
Company
provides wealth management and retirement plan advisory services through its OpenPlan offering, combining investment expertise with personalized client support.
What you will do
- Develop and execute the growth strategy for the Retirement Plan Advisory business, including target markets, client segments, growth channels, goals, and KPIs.
- Source and close new retirement plan clients and build relationships with CPAs, attorneys, recordkeepers, consultants, and other strategic partners.
- Build, mentor, and lead a high-performing growth and business development team.
- Partner with marketing, advisory, and client service teams on campaigns, content, brand positioning, and cross-functional execution.
- Implement CRM and pipeline management practices and analyze sales and growth metrics.
- Report progress, opportunities, and challenges to executive leadership.
Requirements
- 7+ years of experience in business development, growth strategy, or leadership within retirement plan advisory, institutional consulting, or related services.
- Proven success driving significant revenue growth and closing business, with a strong understanding of B2B sales.
- Strong leadership, team-building, communication, relationship-building, and influencing skills.
- Preferred expertise in the retirement plan landscape, including 401(k), fiduciary advisory, plan design, and the vendor ecosystem.
- Bachelor’s degree required; MBA, JD, or another graduate degree preferred.
- Must work in-office in Seattle, WA; visa sponsorship is not available.
Culture & Benefits
- Work-from-office culture with significant flexibility.
- Entrepreneurial, fast-paced, and evolving environment focused on building scalable growth engines.
- Opportunity to receive discretionary year-end profit sharing.
- Restricted Equity Units granted at hire.
- Expedited opportunity to convert to Partner status at vest.
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