National Retirement Plan BD Lead

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 seeks a Business Development Officer for Retirement Plan Services to originate, advance, and close opportunities with financial advisors nationwide. You will serve as the primary relationship owner from initial outreach through commitment and transition.

This role requires deep retirement plan services knowledge and a consultative, multi-stakeholder sales approach, coordinating with wealth advisory, corporate solutions, and operations to grow retirement plan revenue.

Qualifications

• Bachelor's degree required.
• Minimum of 10 years of advisor recruiting experience in retirement plan services or related sales.
• Strong track record of originating and closing large retirement plan opportunities.
• Established network within retirement plan services industry and related relationships.

Responsibilities

• Own recruitment of retirement plan services advisor opportunities nationally.
• Manage full lifecycle from outreach through close.
• Develop and execute a national BD strategy for retirement plan services advisor recruitment.
• Qualify and prioritize prospects meeting target retirement plan criteria.
• Lead discovery conversations about practice structure, revenue, and transitions.
• Position platform and resources to retirement plan-focused advisors.
• Maintain pipeline health, velocity, and forecast accuracy.
• Maintain Salesforce CRM documentation for deals and risk factors.
• Collaborate with leadership to define target advisor profiles and onboarding.

Skills

Executive presence

Communication skills

Consultative selling

Education

Bachelor's degree

Tools

Salesforce

Job description

Concurrent in Tampa, FL seeks a Business Development Officer for Retirement Plan Services to originate, advance, and close opportunities with financial advisors nationwide. You will serve as the primary relationship owner from initial outreach through commitment and transition.

This role requires deep retirement plan services knowledge and a consultative, multi-stakeholder sales approach, coordinating with wealth advisory, corporate solutions, and operations to grow retirement plan revenue.