Senior Retirement Advisor Relations Consultant - Business Development

Overview

This role serves as a senior market expert responsible for developing and managing strategic relationships with institutional consultants, retirement plan advisors, and intermediary research teams. The goal is to increase awareness, advocacy, and adoption of retirement and Stable Value investment solutions. You will support distribution success by influencing research outcomes, delivering market insights, and partnering across internal teams.

Responsibilities

• Develop and execute a national engagement strategy with elite advisors, institutional consultants, and intermediary research teams.
• Build and maintain senior-level relationships with consultant firms, advisory organizations, and home-office research platforms.
• Act as the primary external point of contact for assigned advisor and consultant relationships.
• Position retirement and Stable Value investment solutions to support favorable research outcomes, product ratings, and platform approvals.
• Lead advisor and consultant due diligence processes, including requests for proposal reviews, ratings discussions, and responses to research inquiries.
• Deliver investment messaging, performance insights, and thought leadership aligned to advisor and consultant priorities.
• Partner with Client Executives, Sales leaders, Stable Value Investment Only (SVIO) teams, Investments, Product, Legal and Compliance, and Marketing to coordinate outreach and ensure consistent market messaging.
• Support sales efforts by strengthening advisor and consultant advocacy, access, and credibility across targeted firms.
• Maintain accurate advisor and consultant data within intermediary and industry platforms such as eVestment, Morningstar, and Hueler.
• Track engagement activity, advisor sentiment, and market trends to identify opportunities for growth.

Requirements

• Bachelor’s degree.
• Seven years of experience in advisor relations, consultant relations, institutional sales, intermediary distribution, investment management, or retirement solutions.
• SIE, Series 6 & 63, Life License or obtained within 6 months of hire date.
• Strong understanding of the institutional advisor and consultant landscape, retirement markets, and Defined Contribution Investment Only (DCIO) and Stable Value investment products.
• Ability to influence outcomes through relationship-based engagement.
• Executive-level communication, presentation, and stakeholder management skills.
• Experience working in a matrixed, cross-functional environment.
• Proficient in MS Office.

Preferred Qualifications

• Experience delivering investment messaging and thought leadership aligned to advisor and consultant priorities.

Compensation & Benefits

• Salary range: $91,000–$105,000 annually.
• Annual bonus eligibility based on the Company Bonus Plan/Individual Performance (eligibility and award are at the employer’s discretion).
• Sales and/or performance incentives may apply (details reflected in individual incentive plan documents).

Benefits (for eligible employees):

• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Health and Work/Life Balance benefits
• Paid Time Off starting at 160 hours annually for employees in their first year of service
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays)
• Be Well Company holistic wellness program (including Wellness Coaching and Reward Dollars)
• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Employee Recognition Program
• Referral Bonus Programs

Location & Working Conditions

• Remote office environment.
• Moderate travel: 10 to 25% for advisor and consultant meetings, conferences, and industry events.

Work Authorization

Applicants must possess legal authorization to work for the employer in the U.S. without the need for immigration, sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship.

Additional Information

• This job description is not a contract of employment and responsibilities may change as needed.
• Beware of fake job offers: the employer will not request personal information such as ID or payment for equipment upfront; official offers are sent via DocuSign following a verbal offer—not through text or email.