Regional Vice President, Retirement Plan Sales

Key Responsibilities

• Grow the territory by developing new retirement plan opportunities and deepening relationships with financial advisors, TPAs, DCIO partners, and other key distribution channels.
• Lead a consultative sales process by assessing client needs, recommending the right WealthPlus solution, and supporting opportunities from prospecting through finalist presentations and close.
• Expand and protect partner relationships by becoming a trusted resource to advisors and intermediaries while supporting retention and growth across existing business.
• Represent WealthPlus in the market with strong expertise in ERISA, plan design, fiduciary solutions, investment structures, and competitive positioning.
• Operate with discipline by managing a focused territory strategy, maintaining consistent external activity, and keeping pipeline, CRM, reporting, and follow-up rigorously up to date.
• Collaborate cross-functionally with internal sales, product, operations, implementations, and leadership teams to strengthen execution and deliver a seamless partner experience.

Additional Role Requirements

• Overnight travel is required based on territory coverage and partner engagement needs.
• Ability to conduct a high volume of external meetings and maintain consistent field activity.
• Ability to work effectively in a remote, self-directed environment while remaining highly collaborative across internal teams.

Skills, Knowledge and Expertise

• Deep retirement industry expertise, including defined contribution recordkeeping, ERISA, fiduciary models, and plan design.
• Strong consultative sales and relationship management skills, with the ability to engage advisors, TPAs, plan sponsors, and other key partners.
• Ability to position complex solutions clearly, including investment structures, share classes, pricing, and total plan cost considerations.
• Excellent communication and territory management discipline, with strong presentation, organization, and follow-through skills in a fast-paced environment.
• Proficiency with CRM and sales tools, along with the ability to operate independently while collaborating effectively across internal teams.

Preferred

• Experience selling retirement plan recordkeeping and administrative services.
• Experience working with advisor-sold retirement plan models and intermediary-driven distribution.
• Familiarity with plan design, fiduciary governance, retirement investment lineups, and sponsor-level solution positioning.
• Existing network of financial professionals, TPAs, and DCIO relationships in the assigned region.
• Experience supporting both new business development and retention of existing retirement plan relationships.