Business Development Director - Retirement Plan Services


New York, NY

Not Specified years

Posted 236 days ago

  by    Elisa Sheftic

This job is no longer available.

Requires: Experienced sales, track record (min. $50M per year) and network in the Retirement Plan marketplace.

The company is a growing New York leader in the fee-only, independent Financial Planning market. The Business Development Director is a results-driven position for a  highly motivated self-starter who blends integrity with a strong work ethic and sells consultatively.


Duties and Responsibilities:

The Business Development Director is responsible for developing and selling the firm?s Retirement Plan Services to qualified institutions with retirement plans.

?        Assume total ownership of the sales cycle from initiation to closing. This includes:

- Creating, building, and managing a sales pipeline.

- Maintaining a clear understanding of key sales metrics and using them to continuously improve results.

- Continuously reporting activities and results.

- Managing multiple prospects with a clear understanding of the key decision maker(s).

- Grouping prospects and creating tailored sales actions for each.



  • Quantifiable sales track record (min. $50M per year) in the retirement plan marketplace, with solid relationships with Plan Sponsors.
  • Bachelor?s degree
  • Possess relationships with viable ?Centers of Influence? within the retirement plan marketplace and have a demonstrated track record of success in leveraging these relationships.
  • Strong desire and demonstrated ability to pursue new business opportunities.
  • Excellent communication skills with well-honed presentation and negotiation skills.
  • Ability to gain respect and trust from a broad group of constituents including corporate executives, financial intermediaries, trusted advisors, and others.
  • Demonstrated track record in prospect engagement, pipeline management, and sales conversion.
  • Engaging, proactive, motivated and assertive personality.
  • Proficiency with sales tools (CRM, Outlook, Word, etc.) including on remote devices.
  • Experience at a smaller, growing company where you took ownership of the sales cycle while helping to build the salesinfrastructure, sales collateral (marketing), etc.

$80K - $110K
$80K - $110K base, plus commission bonus