Business Development Specialist

Beacon Pointe Advisors LLC; Newport Beach (CA); On-site; USD 85,000 - 110,000; Full time

Job summary

Beacon Pointe Advisors LLC in Newport Beach is seeking a detail‑oriented Business Development Specialist to support the Retirement Plan Services platform and drive client engagement. This role emphasizes service quality, advisor collaboration, and a deep understanding of retirement plans within wealth management.

You will assist advisors with 401(k) and related plans, provide training, maintain internal processes, contribute to RFPs, and help with reporting and employee education content for

Qualifications

• Minimum 3–5 years of relevant retirement plan experience with advisors, trustees and vendors.
• Undergraduate degree in Finance, Business, or Economics.
• Strong knowledge of mutual funds, ETFs and annuity subaccounts.
• Strong knowledge of retirement plan regulations (SEC and ERISA).
• Experience with insurance carriers and familiarity with carrier platforms.
• Exceptional attention to detail and organizational skills.
• Client-first mindset with strong interpersonal and communication abilities.
• Comfortable using CRM systems (Salesforce), data feeds, and performance reporting software.

Responsibilities

• Supporting financial advisors with identifying and engaging potential new corporate retirement plan clients.
• Serving as a point of contact for advisors regarding retirement plan related questions and service support.
• Providing meeting prep support for advisors.
• Providing advisor training and education support.
• Maintaining and updating internal business processes and procedures.
• Assisting in building RFPs.
• Tracking retirement plan opportunities, including bulk transitions.
• Serving on the BP 3(38) Committee and supporting fund research using RPAG for our RPS 3(38) offering.
• Providing operational assistance in setting up and maintaining the firm’s pooled employer plans.
• Building and delivering employee educational content and supporting advisors in delivering it.

Skills

Retirement plan sales

Advisor support

Operations

Client communication

CRM proficiency

Education

Bachelor's degree in Finance/Business/Economics

Tools

Salesforce

RPAG

Performance reporting software

Job description

Business Development Specialist – Retirement Plan Services

We are seeking a detail‑oriented and client service–driven Business Development Specialist to manage and support the Retirement Plan Services (RPS) platform. This role is critical to our commitment to ongoing service and holistic financial care, ensuring our clients have the leadership and resources toward achieving their purpose‑driven goals. The ideal candidate brings a strong background in retirement plan sales, advisor support, operations, client communication, and understands how retirement plans fit within the broader scope of financial planning.

Responsibilities

• Supporting financial advisors with identifying and engaging potential new corporate retirement plan (401(k), 403(b), Cash Balance, and NQDC) clients.
• Serving as a point of contact for advisors regarding retirement plan related questions and service support.
• Providing meeting prep support for advisors.
• Providing advisor training and education support.
• Maintaining and updating internal business processes and procedures.
• Assisting in building RFPs.
• Tracking retirement plan opportunities, including bulk transitions.
• Serving on the BP 3(38) Committee and supporting fund research using RPAG for our RPS 3(38) offering.
• Providing operational assistance in setting up and maintaining the firm’s pooled employer plans.
• Building and delivering employee educational content and supporting advisors in delivering it.

Qualifications

• Minimum 3–5 years of relevant experience, preferably in the retirement plan space working with advisors, plan trustees, and retirement plan vendors.
• Undergraduate degree required – Bachelor’s degree in Finance, Business, or Economics preferred.
• Strong knowledge of investment portfolio performance analysis, specifically mutual fund and ETF and annuity subaccounts.
• Strong knowledge of retirement plan regulations, including SEC and ERISA rules.
• Experience working with insurance carriers and familiarity with carrier platforms.
• Exceptional attention to detail and organizational skills.
• Client‑first mindset with strong interpersonal and communication abilities.
• Comfortable using CRM systems (Salesforce), data feeds, and performance reporting software.
• Knowledge of fiduciary practices and experience within an RIA environment is a plus.