Director of RPAS Growth – Advisor Enablement

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

📋 Description

• Take charge of revenue growth for RPAS, focusing on pipeline development, conversion rates, and overall new business performance.

• Create and implement a systematic outreach and communication strategy to financial advisors aimed at enhancing referrals and engagement.

• Oversee the complete sales process: from pipeline management to qualification, proposal, and closure, involving RPAS leadership selectively for intricate opportunities.

• Design and improve a scalable growth model that includes measurable metrics such as advisor interactions, referrals, opportunities, and wins.

• Act as the main contact for financial advisors, providing them with essential tools, messaging, and confidence to effectively present RPAS solutions.

• Develop and maintain sales enablement resources, which encompass value propositions, pitch decks, and competitive positioning strategies.

• Provide training, coaching, and ongoing support to advisors to enhance their ability to identify and convert opportunities.

• Establish systems for generating, qualifying, and prioritizing referrals.

• Take responsibility for CRM pipeline reporting, forecasting, and accountability metrics.

• Collaborate with advisors to progress opportunities and eliminate obstacles to closing deals.

• Lead the creation and implementation of the CPA and external alliance strategy.

• Organize events, campaigns, and initiatives for relationship-building to produce high-quality leads.

• Increase RPAS’s visibility within key referral channels.

• Gather market insights and advisor feedback to enhance RPAS offerings and positioning.

• Collaborate with RPAS leadership to continually refine messaging, deliverables, and alignment of service models.

• Work closely with RPAS Leadership to ensure synchronization between growth initiatives and delivery capabilities.

• Engage service leadership strategically for complex finalization, pricing credibility, or fiduciary expertise.

• Participate in regular cadence meetings, such as pipeline reviews and strategic alignment sessions, to ensure coordinated execution.

⛳️ Requirements

• Bachelor’s degree in Finance, Business, or a related discipline.

• 10+ years of experience in retirement plan advisory, institutional sales, or wealth/benefits consulting.

• Proven understanding of employer-sponsored retirement plans, including 401(k), 403(b), profit-sharing, and cash balance plan structures, design strategies, and key fiduciary considerations.

• Strong grasp of ERISA, fiduciary services, and the retirement plan marketplace.

• Established track record of driving business development and meeting revenue growth objectives.

• Proficiency with CRM systems and managing sales pipelines.

• Demonstrated leadership experience in influencing advisors or sales teams.

• Outstanding communication and presentation skills, particularly at the executive level.

🏝️ Benefits

• Competitive salary and bonus plan.

• Comprehensive medical, dental, and vision insurance.

• Basic life and disability insurance coverage.

• 401(k) matching program.

• Financial aid for approved designations and courses.

• Opportunities for technical, leadership, and sales training.

• Unlimited, discretionary time off.

• Paid parental leave.