Senior Retirement Plan Business Development Lead

Poweredbyconcurrent; Tampa (FL); Hybrid; 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 is seeking a Business Development Officer for Retirement Plan Services in Tampa, FL. You will originate, advance, and close opportunities with financial advisors nationally, serving as the primary relationship owner for retirement plan services engagements.

You will drive a consultative sales process, coordinate across wealth management platforms, custodians, and operations, and leverage your deep retirement plan knowledge to win large, complex opportunities.

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.
• Strong network of retirement plan contacts and senior-level relationships.
• Experience with Salesforce or retirement plan industry CRM systems.

Responsibilities

• Own recruitment of retirement plan services advisor opportunities nationally.
• Single point of accountability for progressing opportunities through the full BD lifecycle.
• Develop and execute a national BD strategy for retirement plan advisor recruiting.
• Identify and prioritize prospects meeting Concurrent's retirement plan criteria.
• Lead discovery conversations on structure, revenue, objectives, and service needs.
• Position platform and resources for retirement plan-focused advisors.
• Maintain pipeline health, velocity, and forecast accuracy.
• Manage CRM documentation in Salesforce.
• Collaborate with leadership and cross-functional teams to define target profiles.
• Develop relationships with recordkeepers, custodians, wholesalers, and other sources.
• Represent the firm at industry events and conferences.
• Explore opportunities to expand retirement plan relationships into broader engagements.

Skills

Executive presence

Consultative selling

Relationship building

Strategic thinking

Education

Bachelor's degree

Tools

Salesforce

CRMs/retirement plan systems

Job description

Concurrent is seeking a Business Development Officer for Retirement Plan Services in Tampa, FL. You will originate, advance, and close opportunities with financial advisors nationally, serving as the primary relationship owner for retirement plan services engagements.

You will drive a consultative sales process, coordinate across wealth management platforms, custodians, and operations, and leverage your deep retirement plan knowledge to win large, complex opportunities.