Senior Retirement Plan Business Development Lead

Poweredbyconcurrent; 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

Poweredbyconcurrent in Tampa, FL is seeking a Business Development Officer for Retirement Plan Services to originate and close opportunities with financial advisors nationwide.

You will lead multi-stakeholder sales, manage CRM in Salesforce, and build a national BD strategy with the wealth advisory platform and operations teams.

The role requires deep retirement plan knowledge, a senior network, and a track record of closing large, complex opportunities.

Qualifications

• Bachelor's degree required.
• 10+ years in advisor recruiting with retirement plan services focus.
• Strong network in retirement plan space with senior level experience.
• Experience managing long-cycle, multi-threaded sales processes.
• Proficiency with Salesforce or equivalent CRM.

Responsibilities

• Own recruitment of retirement plan services advisor opportunities nationally.
• Lead full BD lifecycle from outreach through close.
• Develop and execute a national BD strategy focused on retirement plan services advisor recruiting.
• Identify, qualify, and prioritize prospects meeting Concurrent's retirement plan criteria.
• Lead discovery conversations to assess practice structure, revenue, growth objectives, and service requirements.
• Position the firm's platform and support capabilities to retirement plan-focused advisors.
• Maintain pipeline health, velocity, and forecast accuracy.
• Manage CRM documentation in Salesforce for deal tracking and risk factors.
• Partner with leadership and cross-functional teams to define target advisor profiles.
• Develop and maintain relationships with centers of influence to generate opportunities.
• Represent the firm at industry conferences and networking events.

Skills

Advisor recruiting

Retirement plan knowledge

Sales

Executive presence

Consultative selling

Relationship building

Multistakeholder selling

Networking

Strategic planning

Communication

Education

Bachelor's degree

Tools

Salesforce

Job description

Poweredbyconcurrent in Tampa, FL is seeking a Business Development Officer for Retirement Plan Services to originate and close opportunities with financial advisors nationwide.

You will lead multi-stakeholder sales, manage CRM in Salesforce, and build a national BD strategy with the wealth advisory platform and operations teams.

The role requires deep retirement plan knowledge, a senior network, and a track record of closing large, complex opportunities.