[Hiring] Advisor Relationship Manager @Peoplr

Role Description

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)

• 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.

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.

Company Description

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.