This is a remote position.
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.
About October Three
October Three is a defined benefit retirement firm made up of actuaries, consultants and administration experts. They have developed unique, one-of-a-kind software to handle the future of defined benefit plans. Their mission is to ensure that all people feel prepared for retirement both financially and emotionally, and they strive to develop sustainable solutions that work for both employers and employees. Culturally, they are very team oriented with strong collaboration among colleagues to provide the highest quality service to our clients. They are an entrepreneurial, fast-growing company with lots of opportunities for growth, cross training, upward mobility, and professional development.
About Peoplr
Peoplr is a national Human Resources consulting firm that delivers fractional HR solutions, recruiting services, and outplacement/career coaching services. Check us out at www.mypeoplr.com.
Peoplr is proud to be an Equal Opportunity Employer. All job applicants will receive consideration for employment. We do not discriminate based upon race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, other non-merit-based factors, or any other characteristic protected by federal, state, or local laws.
Peoplr is committed to providing equal opportunity and reasonable accommodation for people with disabilities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call 844-577-1940 or email [email protected].
Skills Required
- 5+ years of institutional sales experience serving pension, retirement, or institutional investment clients
- Experience working within an institutional retirement advisory firm or generating leads through this channel
- Deep understanding of company-sponsored retirement, including DB and DC plan investment structures, design considerations, and participant outcomes
- Demonstrated history of originating significant opportunities with institutional plan sponsors
- Creative, collaborative approach to work and problem-solving
- Self-starter with ability to prioritize work and identify opportunities
- Detail-oriented and organized, with advanced decision-making and ability to manage multiple priorities
- Excellent oral and written communication, listening, and interpersonal skills
- Effectiveness working in a collaborative, highly matrixed team environment
- Comfort using technology for organization and communication
- Bachelor's degree
- Series 7, Series 63, EA, FSA, ASA, CEBS, or related credentials
What We Do
Peoplr is a national human resources consulting firm that helps businesses manage and improve their people operations. Its services include fractional HR support, recruiting, outplacement, and career coaching, with tailored expertise ranging from individual HR needs to complete department management. The company positions itself as a people-focused partner that simplifies HR and enables clients to concentrate on business growth while building engaging workplaces.
