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Director of RPAS Growth & Advisor Enablement

Choreo
Location
Remote
Posted
1 month ago
Department
Retirement Planning Advisory Services
What they actually want (must-haves)
  • Bachelor’s degree in Finance, Business, or related field
  • 10+ years of experience in retirement plan advisory, institutional sales, or wealth/benefits consulting
  • Demonstrated knowledge of employer-sponsored retirement plans, including 401(k), 403(b), profit sharing, and cash balance plan structures
  • Strong understanding of ERISA, fiduciary services, and retirement plan marketplace
  • Proven track record of driving business development and achieving revenue growth targets
  • Experience with CRM systems and pipeline management
What the job really is

The Director of RPAS Growth & Advisor Enablement at Choreo is responsible for driving revenue growth in Retirement Plan Advisory Services by managing advisor engagement and overseeing the sales process from pipeline development to closing deals. This role involves creating a structured growth strategy, enabling financial advisors with necessary tools and training, and collaborating with leadership to align growth initiatives with service delivery. The position also includes developing relationships with CPAs and strategic alliances to enhance lead generation.

Benefits
  • Competitive salary and bonus plan
  • Competitive medical, dental, and vision plans
  • Basic life and disability coverage
  • 401(k) matching program
  • Financial support for approved designations and courses
  • Technical, leadership, sales training opportunities
Things to weigh
  • The role involves a significant leadership component, which may require extensive experience in managing teams and influencing advisors.
  • The job emphasizes a structured sales process, which may not appeal to those preferring a more flexible approach to sales.
  • No specific salary range is provided, which may require negotiation.
  • The focus on advisor enablement suggests a strong emphasis on training and support, which could be beneficial for candidates looking to develop their skills further.
Job score3.4/5
Benefits4/5
Freshness4/5
Career value4/5
Role clarity5/5
Pay transparency0/5

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