Qualifications

• 4-7 years in B2B sales or channel partnerships, particularly in the retirement plan market.
• Familiar with retirement industry concepts including 401(k) and Safe Harbor rules.
• Understanding of the Registered Investment Advisor (RIA) landscape.
• Ability to work effectively in a dynamic, fast-paced environment.
• Strong writing skills for crafting sales materials and emails.
• Hands-on experience with CRM tools, preferably Pipedrive or Salesforce.
• Experience in coaching or managing junior team members is a plus.

Responsibilities

• Win new partnerships by targeting specific advisors and TPAs through outreach and existing leads.
• Grow existing partnerships by co-managing key partner relationships to acquire new employer clients.
• Lead competitive pitch responses and collaborate with the sales team on complex opportunities.
• Develop sales materials and identify gaps in the sales toolkit, creating necessary resources.
• Oversee the sales process and coordinate with Operations for smooth execution throughout the sales cycle.
• Design and execute email marketing campaigns targeted at advisors and TPAs.
• Act as the primary owner of Pipedrive CRM, ensuring data quality and effective reporting.

Benefits

• Hybrid working model with three days in-office.
• Opportunity to develop and lead a junior Business Development Representative.
• Access to a collaborative team environment with hands-on roles.
• Professional development opportunities through direct involvement in sales and CRM processes.
• Performance bonuses based on success in winning new partnerships.