Director of RPAS Growth & Advisor Enablement
New
C
ChoreoWealth Management
RemoteFull-TimeDirector
SalaryCompetitive salary and bonus plan
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Job Details
- Experience
- 10+ years
- Required Skills
- Business DevelopmentCRM
Requirements
- 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 (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.
- Demonstrated leadership experience influencing advisors or sales teams.
- Exceptional executive-level communication and presentation skills.
Responsibilities
- Own RPAS revenue growth outcomes, including pipeline development, conversion rates, and overall new business results.
- Build and execute a structured advisor outreach and communication cadence to drive referrals and engagement.
- Lead the full sales lifecycle from pipeline and qualification to proposal and closing.
- Develop and maintain sales enablement materials, including value propositions, pitch decks, and competitive positioning.
- Establish processes for referral generation, qualification, and prioritization.
- Lead the development and execution of CPA and external alliance strategies.
- Capture market insights and advisor feedback to refine RPAS offerings and positioning.
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