National Senior BD Leader, 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

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.