Senior VP, Retirement Plan Growth & Advisor Partnerships

CPS Inc.; California (MO); On-site; USD 180,000 - 320,000; Full time

Job summary

CPS Inc. is seeking a Senior VP, Retirement Plan Sales & Distribution to ignite advisor-driven retirement plan growth with deep 401(k)/ERISA expertise and a broad advisor network. You will win new plans and expand partnerships through a consultative, results-driven approach.

This high-visibility leadership role requires a production mindset, collaboration with sales support for demos and RFPs, and the ability to drive growth in a fast-moving, tech-forward retirement platform environment.

Qualifications

• 5–10 years of external retirement sales or wholesaling experience.
• Strong 401(k) / ERISA background and credibility with Advisors.
• Proven track record of sourcing and winning RFPs.
• A network you can activate on day one.
• Experience with recordkeepers, TPAs, asset managers, or carriers.

Responsibilities

• Drive Advisor sourced retirement plan opportunities
• Activate existing Advisor relationships immediately
• Generate RFPs and win new plans
• Sell solutions - not products - in a consultative, competitive environment
• Partner with internal sales support for demos, prospecting, and RFP execution
• Represent a modern, tech forward retirement platform in Advisor and sponsor meetings

Skills

Advisor relationships

RFP sourcing & bidding

401(k) / ERISA expertise

Sales leadership

Advisor networking

Job description

CPS Inc. is seeking a Senior VP, Retirement Plan Sales & Distribution to ignite advisor-driven retirement plan growth with deep 401(k)/ERISA expertise and a broad advisor network. You will win new plans and expand partnerships through a consultative, results-driven approach.

This high-visibility leadership role requires a production mindset, collaboration with sales support for demos and RFPs, and the ability to drive growth in a fast-moving, tech-forward retirement platform environment.