Advisor Relationship Manager

Peoplr is seeking an Advisor Relationship Manager for our client, October Three, a defined benefit retirement outsourcing company on a mission to improve the way people retire. As a seasoned institutional sales professional, you will build and nurture authentic commercial relationships with institutional retirement advisors who bring retirement solutions to corporate plan sponsors. The Advisor Relationship Manager is a full-time, regular role. The chosen candidate will work fully remote. This role requires up to 50% travel to support relationship development and business growth.

What You’ll Do (Key Responsibilities)

As an Advisor Relationship Manager, you will…

• Develop and grow relationships with institutional advisors and consulting firms, driving business development and achieving assigned revenue targets.
  
• Identify and pursue new business opportunities by understanding advisors’ client needs and aligning them with the company’s retirement, actuarial, administration, and risk transfer solutions.
  
• Partner with National Accounts and business unit leaders to strengthen advisor relationships, advance sales opportunities, and support proposals, finalist presentations, and client meetings.
  
• Serve as a trusted advisor and brand ambassador, effectively communicating the company’s capabilities, competitive advantages, and industry expertise through presentations, meetings, and industry events.
  
• Maintain accurate sales activity, pipeline forecasts, and advisor engagement records in CRM systems while ensuring compliance with company policies and regulatory requirements.
  

Compensation & Benefits

§  The expected base salary range for this role is $125k-170k. An individual's exact base pay depends on geographic location, experience, and skills.

§  Annual performance-based bonus opportunities.

§  Comprehensive benefits including medical, dental, vision, short and long-term disability, life insurance, HSA, FSA, employee assistance programs, PTO, 401(k), and a cash balance pension plan.

Required Qualifications

• 5+ years of institutional sales experience serving pension, retirement, or institutional investment clients.
  
• Experience working either within an institutional retirement advisory firm or effectively generating leads within or through this channel.
  
• Deep understanding of company-sponsored retirement landscape, including DB and DC plan investment structures, design considerations, and participant outcomes.
  
• Demonstrated history of originating significant opportunities with institutional plan sponsors.
  
• A creative, collaborative approach to work and problem-solving.
  
•  Self-starter with ability to prioritize own work and skilled at researching, identifying, and finding opportunities.
  
• Detail oriented and organized; advanced decision-making skills and ability to effectively manage multiple projects and priorities simultaneously.
  
• Excellent oral and written communication skills, including strong listening and interpersonal skills.
  
• Proven effectiveness working in collaborative, highly matrixed, team environment.
  
• Embraces technology as an effective tool for organization and communication.
  
• Bachelor’s degree
  

Preferred Qualifications

• Series 7, Series 63, EA, FSA, ASA, CEBS or other related credentials preferred.