Advisor Relationship Manager

Emploi pas sur LinkedIn

🕒 il y a 11 jours

🇺🇸 États-Unis – Télétravail

💵 $125 000 - $170 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💰 Responsable de comptes

👻 Score fantôme 0%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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Peoplr, LLC

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11 - 50 employés

Fondée en 2014

👥 RH Tech

🎯 Recrutement

🏢 Entreprise

HR Tech • Recruitment • Enterprise

Peoplr, LLC est un prestataire de services de ressources humaines complet dédié à simplifier la gestion des RH pour les entreprises depuis 2014. Ils offrent une gamme de solutions incluant le recrutement, le reclassement, les audits de conformité, les enquêtes d'engagement des employés et le soutien aux projets RH sur mesure. Avec une approche unique appelée RH:OnDemand™, Peoplr garantit aux entreprises l'expertise nécessaire pour gérer diverses fonctions RH, permettant aux clients de se concentrer sur leurs activités principales tout en favorisant une culture de travail positive.

Description

• Develop and grow relationships with institutional advisors and consulting firms • Drive business development and achieve assigned revenue targets • Identify and pursue new business opportunities by understanding advisors’ client needs • Align advisor needs with retirement, actuarial, administration, and risk transfer solutions • Partner with National Accounts and business unit leaders to strengthen advisor relationships • Advance sales opportunities and support proposals, finalist presentations, and client meetings • Serve as a trusted advisor and brand ambassador • Communicate the company’s capabilities, competitive advantages, and industry expertise through presentations, meetings, and industry events • Maintain accurate sales activity, pipeline forecasts, and advisor engagement records in CRM systems • Ensure compliance with company policies and regulatory requirements

🎯 Exigences

• 5+ years of institutional sales experience serving pension, retirement, or institutional investment clients • Experience working within an institutional retirement advisory firm or effectively generating leads within or through this channel • Deep understanding of the company-sponsored retirement landscape, including DB and DC plan investment structures, design considerations, and participant outcomes • Demonstrated history of originating significant opportunities with institutional plan sponsors • Creative, collaborative approach to work and problem-solving • Ability to prioritize own work and research, identify, and find opportunities • Detail oriented and organized • Advanced decision-making skills and ability to manage multiple projects and priorities simultaneously • Excellent oral and written communication skills, including strong listening and interpersonal skills • Proven effectiveness working in a collaborative, highly matrixed team environment • Embraces technology as an effective tool for organization and communication • Bachelor’s degree

🏖️ Avantages

• Annual performance-based bonus opportunities • Comprehensive medical, dental, and vision benefits • Short- and long-term disability insurance • Life insurance • HSA • FSA • Employee assistance programs • PTO • 401(k) • Cash balance pension plan • Opportunities for growth, cross training, upward mobility, and professional development • Up to 50% travel to support relationship development and business growth

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