Director of Sales - Company Retirement Plans

Key Responsibilities:

Growth Strategy & Execution

Develop and execute a comprehensive growth strategy for the Retirement Plan Advisory business

Identify target markets, client segments, and priority growth channels

Establish measurable goals and KPIs aligned with firm-wide growth objectives

Continuously refine go-to-market strategies based on performance insights and market trends

Business Development

Lead direct business development efforts, including sourcing and closing new retirement plan clients

Cultivate relationships with key centers of influence (e.g., CPAs, attorneys, recordkeepers, consultants)

Partner with senior advisors to drive pipeline development and win rates

Represent the firm in industry events, conferences, and thought leadership forums

Team Leadership & Collaboration

Build, mentor, and lead a high-performing growth and business development team

Collaborate closely with marketing, advisory and client service teams to cross functional alignment

Foster a culture of accountability, innovation, and client-centricity

Marketing & Brand Positioning

Partner with marketing to develop targeted campaigns and content strategies

Strengthen the firm’s brand presence in the retirement plan advisory space

Leverage digital and data-driven marketing approaches to accelerate growth

Data & Performance Management

Implement and oversee CRM and pipeline management best practices

Analyze growth metrics and sales performance to inform decision-making

Report regularly to executive leadership on progress, opportunities, and challenges

Travel

Travel up to 25% may be required

Your Experience:

7+ years of experience in business development, growth strategy, or leadership roles within retirement plan advisory, institutional consulting, or related services to our target clients

Proven track record of driving significant revenue growth and closing business

Deep understanding of B2B sales

Preferred expertise in retirement plan landscape (e.g., 401(k), fiduciary advisory, plan design, vendor ecosystem)

Strong leadership and team-building capabilities

Exceptional communication, relationship-building, and influencing skills

Strategic thinker with a hands-on, execution-oriented mindset

Bachelor’s degree required; MBA, JD or other Graduate Degree preferred

This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.

Leadership Competencies

Entrepreneurial mindset comfortable operating in a fast‑paced, evolving business.

A builder who can create and scale growth engines—not just maintain them

A connector who thrives on relationships and partnerships

A leader who inspires teams and drives accountability

A strategist who translates vision into measurable results

Compensation:

$150K – $350K+ (base salary + variable compensation based on revenue growth)

Profit share: Additional opportunities for discretionary year-end profit sharing

Equity: Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest