Retirement Managing Director

Title: Managing Director - Retirement Solutions Location: Cleveland/Columbus/Cincinnati, Ohio Job Description: JOB SUMMARY The Managing Director is responsible for generating and closing new business opportunities for our mid/large market retirement plan advisory offering. Managing Director partners with our client service team to deliver plan services through on-going client relationship management. We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly JOB DUTIES •Develop and execute a business development plan•Initiate prospective clients via direct marketing, COI's and personal referral network•Manage prospects through sales process and convert to new clients•Maximize revenue growth of existing client relationships by introducing new offerings(i.e. investment advice, wealth management)•Client advocate across all service channels (i.e. institutional, financial planning /wellness, wealth management, etc.) and single point of accountability for any referralpartners•Establishing client fee levels commensurate with requested services, client servicemodel, and profitability targets•Primary liaison for assigned referral partners and maximize referral activity•Provide mentorship to other managing directors, as assigned•Ultimately responsible for client satisfaction; partner with client service team toprovide strategic directionREQUIRED EXPERIENCE / QUALIFICATIONS •Bachelor's degree•Series 63/65 or 66•10 years retirement plans sales experience•Proven track record of generating and closing new business•Highly adept at presenting complex topics to prospective clients•Ability to excel in a team environment•Meticulous attention to detail and accuracy•Proficient in Microsoft applicationsPREFERRED EXPERIENCE / QUALIFICATIONS •Any of the following: MBA, CRPS, CRSP, CRC, ARPC or similar