Director of RPAS Growth

Job Summary

The full-time remote Director of RPAS Growth will drive revenue growth across Retirement Plan Advisory Services (RPAS) by managing advisor engagement, internal wholesaling, and executing new business initiatives.

Key responsibilities:

• Own RPAS revenue growth outcomes, including pipeline development and conversion rates
• Serve as primary liaison to financial advisors, providing tools and training to enhance their engagement and sales capabilities
• Establish processes for referral generation and maintain CRM pipeline reporting for accountability metrics

Required qualifications:

• Bachelor's degree in Finance, Business, or a related field
• 10+ years of experience in retirement plan advisory, institutional sales, or wealth/benefits consulting
• Demonstrated knowledge of employer-sponsored retirement plans and fiduciary considerations
• Proven track record in business development and achieving revenue growth targets
• Experience with CRM systems and pipeline management