Director, Institutional Sales

Responsibilities

• Build and cultivate relationships with sales teams at partner organizations to drive institutional retirement plan sales
• Conduct outbound prospecting, cold calling, and lead generation to identify and advance new opportunities
• Develop and execute sales strategies to expand beyond existing partnerships and uncover untapped markets
• Promote and sell institutional retirement partnership opportunities to Concurrent’s field advisors
• Become proficient with internal AI tools to enhance prospecting and business development efforts
• Manage relationships across key sales channels, including payroll vendors, TPAs, and strategic partners
• Conduct virtual and in-person presentations to prospective clients and partner organizations
• Represent the firm at conferences, roadshows, and industry events to promote institutional retirement solutions
• Utilize CRM systems to track sales activity, manage pipelines, and forecast opportunities
• Collaborate with leadership to develop innovative sales approaches and growth initiatives
• Maintain strong knowledge of institutional retirement offerings, including ERISA 3(38) fiduciary services and competitive positioning
• Monitor market trends, competitor activity, and regulatory developments impacting institutional retirement sales
• Meet or exceed established sales targets and performance expectations
• Provide feedback and insights to leadership to support product development and go-to-market strategy

Qualifications

• Bachelor’s degree in Business, Finance, or a related field preferred, or equivalent relevant experience
• Three to five years of sales experience within institutional retirement, financial services, or a related field
• Minimum of two years of experience in retirement or institutional sales
• Series 65 or 66
• Demonstrated success in cold calling, prospecting, and lead generation
• Strong understanding of ERISA 3(38) fiduciary services and institutional retirement plan structures
• Self-motivated and results-driven, with the ability to independently source and close business
• Excellent communication, presentation, and relationship-building skills
• Proficiency with CRM platforms and Microsoft Office applications
• Strategic mindset with the ability to identify opportunities and execute effective sales strategies

Benefits

• 401(k) matching
• Dental Insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
• Equity