Business Development Officer, Retirement Plan Services

Concurrent; Tampa (FL); On-site; USD 150,000 - 180,000; Full time

Benefits offered by this job

401(k) matching

Dental Insurance

Flexible spending account

Health insurance

Life insurance

Paid time off

Vision insurance

Job summary

Concurrent in Tampa, FL is seeking a Business Development Officer for Retirement Plan Services. The role leads full lifecycle recruitment and engagement of retirement plan advisor teams, coordinating across wealth platform, corporate solutions, and operations.

You will manage national opportunities, build a strategic pipeline, and maintain relationships with centers of influence, recordkeepers, and custodians, using Salesforce to track progress.

Qualifications

• Bachelor's degree required.
• 10+ years of advisor recruiting experience with retirement plan services or related sales.
• Proven success in originating and closing large retirement plan opportunities.
• Established network of retirement plan space relationships.
• Experience managing long-cycle, multi-threaded sales processes.
• Strong understanding of recordkeeping platforms and sponsor services.
• Proficiency with Salesforce or comparable CRM systems.
• Strong executive presence, communication skills, and consultative selling.

Responsibilities

• Own recruitment of retirement plan services advisor opportunities nationally.
• Serve as single point of accountability from outreach through close.
• Develop and execute a national strategy for retirement plan advisor recruiting.
• Identify and qualify prospects meeting Concurrent's retirement plan criteria.
• Lead discovery conversations on practice structure, revenue, growth, and requirements.
• Position platform and support capabilities to retirement plan advisors.
• Maintain pipeline health, velocity, and forecast accuracy.
• Manage CRM documentation in Salesforce with key stakeholders and timing.
• Collaborate with leadership to define target advisor profiles and onboarding.
• Build relationships with centers of influence and referral sources.
• Represent the firm at industry meetings and events.
• Expand retirement plan relationships into broader advisory engagements over time.

Skills

Executive presence

Communication skills

Consultative selling

Education

Bachelor's degree

Tools

Salesforce

Job description

Department: Business Development

Employment Type: Full Time

Location: Tampa, FL

Compensation: $150,000 - $180,000 / year

Description

The Business Development Officer, Retirement Plan Services is responsible for originating, advancing, and closing business development opportunities with financial advisors and advisory teams whose practices are concentrated in retirement plan services nationally. This role serves as the primary relationship owner and strategic lead for retirement plan services advisor engagements from initial outreach through commitment and transition.

This position is designed to focus on retirement plan services opportunities that require a consultative, multi-stakeholder sales process and close coordination across firm leadership, the wealth advisory platform, corporate solutions, and operations. Given the specialized and relationship-driven nature of retirement plan advisor recruiting, this role requires deep, pre-existing knowledge of the retirement plan services industry, its participants, and its competitive landscape, along with the credibility to engage advisory teams managing substantial retirement plan books of business.

Responsibilities

• Own recruitment of retirement plan services advisor and advisory team opportunities nationally.
• Serve as the single point of accountability for progressing retirement plan services opportunities through the full business development lifecycle, from initial outreach through close.
• Develop and execute a national business development strategy focused on retirement plan services advisor recruiting.
• Identify, qualify, and prioritize prospects that meet Concurrent's target retirement plan advisor criteria, including revenue composition and practice concentration.
• Lead discovery conversations with prospective advisors to assess practice structure, revenue composition, growth objectives, transition readiness, and service requirements, ensuring retirement plan services represent the primary source of revenue rather than an incidental line of business.
• Position the firm's platform, partnership structures, and support capabilities — including the wealth advisory platform and corporate solutions resources — in a manner tailored to retirement plan-focused advisors and teams.
• Maintain responsibility for pipeline health, velocity, and forecast accuracy for retirement plan services opportunities nationally.
• Manage CRM documentation within Salesforce to ensure accurate tracking of deal stage, decision criteria, key stakeholders, expected timing, and risk factors.
• Partner closely with firm leadership and cross-functional teams — including the wealth advisory platform and operations team — to define target advisor profiles and support onboarding.
• Develop and maintain relationships with key centers of influence, including recordkeepers, custodians, wholesalers, and other retirement plan services referral sources, to generate self-sourced and network-sourced opportunities.
• Represent the firm through targeted meetings, industry conferences, and networking functions within the retirement plan services space.
• Collaborate with the wealth advisory platform and corporate solutions team to identify opportunities to expand retirement plan relationships into broader advisory engagements over time.
• Perform other related duties and responsibilities as reasonably assigned.

Qualifications

• Bachelor's degree required.
• Minimum of 10 years of experience in advisor recruiting experience with a specialty in retirement plan services or recordkeeper, DCIO, or similar sales experience.
• Demonstrated success in originating and closing large, complex retirement plan services opportunities.
• Established network of industry contacts and relationships within the retirement plan services space; candidates should have substantive, non-junior-level experience directly engaged in retirement plan sales or advisor recruiting.
• Strong understanding of recordkeeping platforms, plan sponsor services, advisor transition dynamics, and centralized service models.
• Experience managing long-cycle, multi-threaded sales processes.
• Proficiency with Salesforce or comparable CRM and retirement plan industry systems.
• Strong executive presence, communication skills, and consultative selling capability.
• Certifications preferred, particularly Certified Plan Fiduciary Advisor (CPFA) and CKP; Accredited Investment Fiduciary (AIF), Chartered Retirement Plans Specialist (CRPS), Chartered Retirement Planning Counselor (CRPC), and Certified Exit Planning Advisor (CEPA) are also viewed favorably.

Benefits

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