Retirement Consultant

District Partners; New York (NY); Hybrid; USD 100,000 - 200,000; Full time

Benefits offered by this job

Hybrid work options

Performance incentives

Job summary

A wealth management consultancy is looking for a Retirement Consultant to manage and grow institutional retirement plan relationships. The role focuses on consultative business development, utilizing existing relationships. Ideal candidates have over 2 years of relevant experience and thrive in a fast-paced environment. Flexible hybrid work options are available.

Qualifications

• 2+ years of direct experience in retirement plans consulting or institutional sales.
• Demonstrated track record of driving new plan acquisitions or meaningful expansion.
• Experience in fiduciary frameworks and retirement plan advisory services preferred.

Responsibilities

• Serve as a trusted consultant and growth leader focused on acquiring retirement plan relationships.
• Develop strategic partnerships with plan sponsors and CPA firms.
• Lead conversations around plan design and fiduciary services.

Skills

Retirement plans consulting

Institutional sales

Client relationship management

Fiduciary services

Business development

Job description

Join to apply for the Retirement Consultant role at District Partners

This range is provided by District Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $200,000.00/yr

Director of Strategic Growth at District Partners

District Partners Executive Search has been exclusively retained by a privately backed wealth management platform supported by one of the industry’s leading capital partners.

With over $60B in assets added through nearly 200 transactions, this organization is reshaping the retirement and wealth advisory landscape by investing in future-forward firms and empowering them with unmatched growth infrastructure, M&A capital, and strategic resources.

This is not a traditional sales desk role. It is a high-impact consulting and business development position at the intersection of institutional retirement plans, wealth management strategy, and corporate development. You’ll be responsible for building strategic retirement plan relationships (401(k), 403(b), Cash Balance, etc.) while collaborating with advisory teams and executive leadership to drive organic growth, deepen enterprise partnerships, and deliver value to clients seeking a differentiated advisory experience.

Why This Role Is Different:

• Warm access to partner firms and existing relationships—not cold calling into the abyss
• Exposure to corporate development, M&A strategy, and succession planning opportunities
• High visibility with Partner-level leadership and path to equity or senior advisory roles
• Ability to shape retirement offering strategy across multiple leading RIAs

What You’ll Do:

• Serve as a trusted consultant and growth leader focused on acquiring and expanding retirement plan relationships(mid-market to large institutional plans)
• Develop strategic partnerships with plan sponsors, CPA firms, recordkeepers, TPAs, and COIs
• Lead consultative conversations around plan design, fiduciary services, investment advisory, and participant outcomes
• Collaborate closely with partner firm advisory teams to convert prospects into long-term institutional client relationships
• Utilize CRM and advanced prospect intelligence tools to segment markets, prioritize targets, and execute multi-touch engagement strategies
• Attend and lead new business meetings alongside partner firm executives—gaining direct exposure to plan governance, negotiation, and contracting
• Drive measurable growth in AUM/AUA through both organic outreach and strategic joint venture opportunities

What You’ll Have:

• 2+ years of direct experience in retirement plans, 401(k) consulting, institutional sales, or RIA/recordkeeper/TPA business development
• Demonstrated track record of driving new plan acquisitions or meaningful expansion
• Experience in fiduciary frameworks, retirement plan advisory services, or ERISA consulting is strongly preferred
• Familiarity with RIA, wealth management, or asset management channels
• A self-starter with an entrepreneurial mindset—comfortable working in a fast-growth, deal-oriented environment

What Success Looks Like:

• You are influencing key decision-makers and driving strategic conversations—not chasing transactions
• You are seated at the table with advisors, partners, and C-suite executives building long-term enterprise relationships
• You are recognized for your contributions to the growth strategy and considered for promotion into strategic leadership, corporate development, or advisory partner roles

This Role is Ideal For:

• Retirement plan advisors ready to level up from a purely transactional role
• Professionals who want a pathway to corporate development, equity, or partner-track advisory
• Individuals excited by growth, innovation, and the opportunity to be a recognized leader in a high-momentum platform

Target Compensation: $100,000 – $200,000 Total Compensation (Base + Performance Incentives, commensurate with experience)

Location: New York City or West Palm Beach, FL (Hybrid flexibility available)

Referrals increase your chances of interviewing at District Partners by 2x

Get notified about new Retirement Consultant jobs in New York, United States.