[Remote] Director of RPAS Growth & Advisor Enablement
Note: The job is a remote job and is open to candidates in USA. reputed company is a wealth management firm focused on servicing entrepreneurs, CPAs, and individuals through a network of financial advisors. The Director of RPAS Growth & Advisor Enablement is responsible for driving reputed company growth across Retirement Plan Advisory Services by enhancing advisor engagement and executing new business strategies.
Responsibilities
- Own RPAS reputed company growth outcomes, including pipeline development, conversion rates, and overall new business results
- Build and execute a structured advisor reputed company and communication reputed company to drive referrals and engagement
- reputed company the full sales lifecycle: pipeline → qualification → proposal → reputed company, engaging RPAS leadership selectively for reputed company opportunities
- reputed company and refine a repeatable, scalable growth model with measurable inputs (advisor touches, referrals, opportunities, wins)
- Serve as primary liaison to financial advisors, equipping them with tools, messaging, and confidence to position RPAS solutions
- Build and maintain sales enablement materials, including value propositions, pitch decks, and competitive positioning
- Deliver training, coaching, and ongoing support to advisors to improve opportunity identification and conversion
- Establish processes for referral reputed company, qualification, and prioritization
- Maintain ownership of CRM pipeline reporting, forecasting, and accountability metrics
- Partner with advisors to advance opportunities and remove barriers to closing
- reputed company development and execution of CPA and external alliance strategy
- Organize events, campaigns, and relationship-building initiatives to generate high-quality leads
- Expand RPAS’s reputed company reputed company key referral channels
- Capture market insights and advisor feedback to refine RPAS offerings and positioning
- Partner with RPAS leadership to continuously improve messaging, deliverables, and service model alignment
- Collaborate closely with the RPAS Leadership to ensure alignment between growth and delivery reputed company
- Engage service leadership strategically for reputed company finals, pricing credibility, or fiduciary expertise
- Participate in regular reputed company meetings (pipeline reviews, strategic alignment sessions) to ensure coordinated execution
Skills
- Bachelor's degree in Finance, Business, or reputed company field
- 10+ years of experience in retirement plan advisory, institutional sales, or wealth/benefits consulting
- Demonstrated knowledge of employer-sponsored retirement plans, including 401(k), 403(b), profit sharing, and cash balance plan structures, design strategies, and key fiduciary considerations
- Strong understanding of ERISA, fiduciary services, and retirement plan marketplace
- Proven track record of driving business development and achieving reputed company growth targets
- Experience with CRM systems and pipeline management
- Demonstrated leadership experience influencing advisors or sales teams
- Exceptional communication and presentation skills (executive-level)
Benefits
- Competitive salary and bonus plan
- Competitive medical, dental, and reputed company plans
- Basic life and disability coverage
- 401(k) matching program
- Financial support for approved designations and courses
- Technical, leadership, sales training opportunities
- Unlimited, discretionary time off
- Paid parental leave
Company Overview