Senior Retirement Advisor Relations Consultant – Business Development

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

📋 Description

• Create and implement a nationwide engagement strategy targeting elite advisors, institutional consultants, and intermediary research teams.

• Establish and nurture high-level relationships with consulting firms, advisory organizations, and home-office research platforms.

• Act as the main external contact for designated advisor and consultant relationships.

• Position retirement and Stable Value investment solutions to promote positive research outcomes, product ratings, and platform approvals.

• Oversee advisor and consultant due diligence processes, including RFP evaluations, ratings discussions, and responses to research inquiries.

• Provide investment messaging, performance insights, and thought leadership that aligns with advisor and consultant priorities.

• Collaborate with Client Executives, Sales leaders, SVIO teams, Investments, Product, Legal and Compliance, and Marketing.

• Enhance sales initiatives by bolstering advisor and consultant advocacy, access, and credibility within targeted firms.

• Ensure accurate maintenance of advisor and consultant data in eVestment, Morningstar, and Hueler.

• Monitor engagement activities, advisor sentiment, and market trends to uncover growth opportunities.

⛳️ Requirements

• Bachelor’s degree required.

• A minimum of seven years of experience in advisor relations, consultant relations, institutional sales, intermediary distribution, investment management, or retirement solutions.

• SIE, Series 6 & 63, Life License or to be obtained within six months of hire date.

• Strong knowledge of the institutional advisor and consultant landscape, retirement markets, DCIO, and Stable Value investment products.

• Ability to drive outcomes through relationship-focused engagement.

• Exceptional executive-level communication, presentation, and stakeholder management abilities.

• Experience operating within a matrixed, cross-functional environment.

• Proficiency in Microsoft Office.

• Legally authorized to work in the U.S. without immigration sponsorship or employer-of-record arrangements.

• Willingness to travel moderately, approximately 10 to 25% of the time.

🏝️ Benefits

• Annual bonus based on the Company Bonus Plan and individual performance.

• Sales and/or performance incentives.

• Competitive salary.

• Pension plan.

• 401(k) matching contributions.

• Employee stock purchase plan.

• Tuition reimbursement.

• Disability insurance.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Employee discounts.

• Opportunities for career training and development.

• Paid time off starting at 160 hours annually during the first year of service.

• Ten paid holidays each year.

• Be Well Company holistic wellness program, including wellness coaching and reward dollars.

• Fifteen days of paid parental leave per calendar year for eligible employees with at least one year of service.

• Adoption assistance.

• Employee Assistance Program.

• Back-Up Care Program.

• Paid time off for volunteer hours.

• Employee Matching Gifts Program.

• Employee Resource Groups.

• Inclusion and Diversity Programs.

• Employee Recognition Program.

• Referral Bonus Programs.

• Remote office environment.