Retirement Plan Services New Business Development Manager
Warrendale, PA 15096
Develop new business for Retirement Plan Services within the Wealth Advisory practice of one of the nation's largest business consulting firms. You will be developing business for fiduciary investment services for 401(k) and 403(b) plans. Work with financial advisers and business consultants at the company to identify prospective clients and develop new business. This position is responsible for growing the business; managing relationships after the sale; conducting plan-level investment and service reviews; and periodically leading employee education meetings. Most of the clients are located in PA, NY, OH, and FL, but this person will be able to develop business nationally. FINRA licensing required: 7, 63 & 65; or 66 and insurance licenses. Additional designations such as CRPS or AIF are a plus.
--FINRA 7,63 & 65; or 66 and insurance licenses
--Designation such as AIF, CRPS, AIFA, or CFP
--New business development experience for 401(k)s or 401(b)s
--Experience providing advice and service to qualified plan sponsors
Industry Expertise: Defined Contribution, Defined Benefit, 401(k), Qualified Plans, Non Qualified Plans, ESOP, Taft-Hartley, 403(b), ERISA Compliance, Plan Administration, Conversions/Implementation, Wealth Management, Financial Advisors, Institutional Retirement Sales, Wholesaling
Types of Positions: Plan Administration, Conversions/Implementation, Compliance/ERISA, Client Relationship Manager, Education/Enroller, Sales/Wholesaling/DCIO, Wealth/Retirement Financial Advisor, Manager, Director, VP.
The best part of my job: I build and maintain long term relationships. When I help a candidate advance their career and help a client hire the right person, it's a great feeling.