Advisor Relationship Manager

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $125k - $170k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 0%

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Peoplr, LLC

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2014

👥 HR Tech

🎯 Recruiter

🏢 Enterprise

HR Tech • Recruitment • Enterprise

Peoplr, LLC is a comprehensive human resources service provider dedicated to simplifying HR management for businesses since 2014. They offer a range of solutions including recruiting, outplacement, compliance audits, employee engagement surveys, and tailored HR project support. With a unique approach called HR:OnDemand™, Peoplr ensures businesses have the necessary expertise to manage various HR functions, allowing clients to concentrate on their core operations while fostering a positive workplace culture.

📋 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

🎯 Requirements

• 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

🏖️ Benefits

• 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