Note: The job is a remote job and is open to candidates in USA. Concurrent is a Registered Investment Advisor firm that offers a multi-custodial hybrid investment platform to its partner firms. The Director of Institutional Sales is responsible for driving new business growth in the institutional retirement space by developing and executing sales strategies focused on medium to large market retirement plan opportunities.
Responsibilities
- Build and cultivate relationships with sales teams at partner organizations to drive institutional retirement plan sales
- Conduct outbound prospecting, cold calling, and lead generation to identify and advance new opportunities
- Develop and execute sales strategies to expand beyond existing partnerships and uncover untapped markets
- Promote and sell institutional retirement partnership opportunities to Concurrent’s field advisors
- Become proficient with internal AI tools to enhance prospecting and business development efforts
- Manage relationships across key sales channels, including payroll vendors, TPAs, and strategic partners
- Conduct virtual and in-person presentations to prospective clients and partner organizations
- Represent the firm at conferences, roadshows, and industry events to promote institutional retirement solutions
- Utilize CRM systems to track sales activity, manage pipelines, and forecast opportunities
- Collaborate with leadership to develop innovative sales approaches and growth initiatives
- Maintain strong knowledge of institutional retirement offerings, including ERISA 3(38) fiduciary services and competitive positioning
- Monitor market trends, competitor activity, and regulatory developments impacting institutional retirement sales
- Meet or exceed established sales targets and performance expectations
- Provide feedback and insights to leadership to support product development and go-to-market strategy
- Perform other related duties as assigned to support retirement sales initiatives
Skills
- Three to five years of sales experience within institutional retirement, financial services, or a related field
- Minimum of two years of experience in retirement or institutional sales
- Series 65 or 66
- Demonstrated success in cold calling, prospecting, and lead generation
- Strong understanding of ERISA 3(38) fiduciary services and institutional retirement plan structures
- Self-motivated and results-driven, with the ability to independently source and close business
- Excellent communication, presentation, and relationship-building skills
- Proficiency with CRM platforms and Microsoft Office applications
- Strategic mindset with the ability to identify opportunities and execute effective sales strategies
- Bachelor's degree in Business, Finance, or a related field preferred, or equivalent relevant experience
Benefits
- 401(k) matching
- Dental Insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
- Equity
Company Overview