Senior Advisor of Plan Solutions

Tech9; Sandy (UT); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Generous stock options

Flexible work environment

Excellent benefits including health coverage

Plenty of PTO

Job summary

Tech9 is seeking a Senior Advisor of Plan Solutions to manage a team dedicated to driving sales and asset growth in the Financial Advisor channel. This role allows for a hybrid work setup, combining remote and in-office work.

The ideal candidate will possess strong leadership skills, extensive knowledge of retirement planning, and a proactive mindset. Tech9 emphasizes continuous improvement and offers competitive benefits to support career growth.

Qualifications

• 5-10 years of retirement and advisory experience.
• Prior start-up experience is preferred.
• Ability to inspire and develop talent.

Responsibilities

• Lead a team responsible for driving sales in the Financial Advisor channel.
• Coordinate training for new product launches and regulatory changes.
• Track key performance indicators including call activities and asset flows.

Skills

Leadership presence

Communication skills

Knowledge of retirement space

Proactive mindset

Education

AIF, CFP, QKA, CPRC, QKC designations

Tools

CRM tools

Job description

# Senior Advisor of Plan SolutionsApply for this jobLocationSandy, UTDepartmentSales - Biz Dev (FA)Job TypeFull-Time**Role: Senior Advisor of Plan Solutions****Location:** Hybrid, Flexible work options available**Reports To:** Chief Growth Officer**Job Type:** Full-timeThe Senior Advisor of Plan Solutions leads a team of inside sales or internal wholesalers responsible for driving sales, asset growth, within the Financial Advisor channel. This role oversees daily sales activity, pipeline management, territory alignment, and strategic coordination with external plan sponsors around retirement plan set up, plan types, and escalations. The senior advisor will coach and develop inside sales talent, implement sales strategies, and ensure strong execution.**What You’ll Be Doing:*** Set activity expectations, sales targets, and performance goals; monitor results and provide regular feedback.* Build a culture of accountability, collaboration, and continuous improvement.* 5% traveling when needed from the National Account Manager (NAM), Regional Relationship Manager and during National/Regional Advisor and Retirement conferences.* Coordinate training for new product launches, regulatory changes, and retirement industry trends.* Being able to demo the platform and highlighting the additional tools and capabilities* Team based environment in making sure for optimal collaboration, KPIs and hitting monthly and quarterly numbers.* Being able to use, leverage CRM tools to create reports, analysis and show trends to the CRO.* Work closely with the Relationship Management team, the National Account Manager and Channel Manager to drive proper expectations.* Track and report key performance indicators including call activities, pipeline metrics, asset flows, conversion rates, and partner engagements.**What You Bring:*** Prior start-up experience* Financial and/or Retirement designations (AIF, CFP, QKA, CPRC, QKC)* Strong leadership presence with the ability to inspire and develop talent.* High energy, proactive mindset, and results orientation.* Excellent communication, coaching, and motivational skills.* Attend conferences and partner events when needed.* Must have deep knowledge of the retirement space and the HCM and FA channel.* 5-10 years of retirement and advisory experience**Why 401GO?**At 401GO, we’re not just changing retirement—we’re reinventing it. As a fast-growing fintech start-up, we’ve built the world’s most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You’ll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If you’re ready to challenge the status quo and be part of something big, 401GO is the place to grow your career.**What We Offer*** A standout 401(k) plan (naturally!).* Generous stock options—share in our growth and success.* Flexible work environment—choose where you’re most productive.* Excellent benefits, including medical, dental, and vision.* Flexible hours—because great work doesn’t always happen 9–5.* Plenty of PTO—we value work-life balance.* A fully stocked kitchen when you’re in the office.At 401GO, we invest in our people just as much as we invest in helping Americans secure their financial future.We are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non-discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and/or gender nonconformity) sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law.