Advisor Relationship Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Cultivate and enhance relationships with institutional advisors and consulting firms.

• Propel business development efforts and meet designated revenue goals.

• Recognize and pursue new business prospects by comprehending the needs of advisors’ clients.

• Match advisor requirements with retirement, actuarial, administration, and risk transfer solutions.

• Collaborate with National Accounts and business unit leaders to fortify advisor connections.

• Progress sales opportunities and provide support for proposals, finalist presentations, and client meetings.

• Act as a trusted advisor and brand representative.

• Convey the company’s capabilities, competitive strengths, and industry knowledge through presentations, meetings, and industry events.

• Keep accurate records of sales activities, pipeline forecasts, and advisor engagement in CRM systems.

• Ensure adherence to company policies and regulatory standards.

⛳️ Requirements

• Over 5 years of institutional sales experience catering to pension, retirement, or institutional investment clients.

• Experience within an institutional retirement advisory firm or adept at generating leads through this channel.

• In-depth knowledge of the company-sponsored retirement landscape, including DB and DC plan investment structures, design considerations, and participant outcomes.

• Proven track record of identifying significant opportunities with institutional plan sponsors.

• Innovative and collaborative approach to work and problem-solving.

• Ability to prioritize individual tasks and research to identify and seize opportunities.

• Highly detail-oriented and organized.

• Strong decision-making capabilities and the ability to manage multiple projects and priorities simultaneously.

• Exceptional oral and written communication skills, including proficient listening and interpersonal skills.

• Demonstrated effectiveness in a collaborative, highly matrixed team environment.

• Embraces technology as a valuable tool for organization and communication.

• Bachelor’s degree required.

🏝️ Benefits

• Annual performance-based bonus opportunities.

• Comprehensive medical, dental, and vision coverage.

• Short- and long-term disability insurance.

• Life insurance.

• Health Savings Account (HSA).

• Flexible Spending Account (FSA).

• Employee assistance programs.

• Paid Time Off (PTO).

• 401(k) plan.

• Cash balance pension plan.

• Opportunities for growth, cross-training, upward mobility, and professional development.

• Up to 50% travel to facilitate relationship development and business growth.