Senior Advisor of Plan Solutions

Role: Senior Advisor of Plan Solutions

Location: Hybrid, Flexible work options available

Reports To: Chief Growth Officer

Job Type: Full-time

The Senior Advisor of Plan Solutions leads a team of inside sales or internal wholesalers responsible for driving sales, asset growth, within the Financial Advisor channel. This role oversees daily sales activity, pipeline management, territory alignment, and strategic coordination with external plan sponsors around retirement plan set up, plan types, and escalations. The senior advisor will coach and develop inside sales talent, implement sales strategies, and ensure strong execution.

What Youll Be Doing:

• Set activity expectations, sales targets, and performance goals; monitor results and provide regular feedback.
• Build a culture of accountability, collaboration, and continuous improvement.
• 5% traveling when needed from the National Account Manager (NAM), Regional Relationship Manager and during National/Regional Advisor and Retirement conferences.
• Coordinate training for new product launches, regulatory changes, and retirement industry trends.
• Being able to demo the platform and highlighting the additional tools and capabilities
• Team based environment in making sure for optimal collaboration, KPIs and hitting monthly and quarterly numbers.
• Being able to use, leverage CRM tools to create reports, analysis and show trends to the CRO.
• Work closely with the Relationship Management team, the National Account Manager and Channel Manager to drive proper expectations.
• Track and report key performance indicators including call activities, pipeline metrics, asset flows, conversion rates, and partner engagements.

What You Bring:

• Prior start-up experience
• Financial and/or Retirement designations (AIF, CFP, QKA, CPRC, QKC)
• Strong leadership presence with the ability to inspire and develop talent.
• High energy, proactive mindset, and results orientation.
• Excellent communication, coaching, and motivational skills.
• Attend conferences and partner events when needed.
• Must have deep knowledge of the retirement space and the HCM and FA channel.
• 5-10 years of retirement and advisory experience

Why 401GO?

At 401GO, were not just changing retirementwere reinventing it. As a fast-growing fintech start-up, weve built the worlds most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. Youll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If youre ready to challenge the status quo and be part of something big, 401GO is the place to grow your career.

What We Offer

• A standout 401(k) plan (naturally!).
• Generous stock optionsshare in our growth and success.
• Flexible work environmentchoose where youre most productive.
• Excellent benefits, including medical, dental, and vision.
• Flexible hoursbecause great work doesnt always happen 95.
• Plenty of PTOwe value work-life balance.
• A fully stocked kitchen when youre in the office.

At 401GO, we invest in our people just as much as we invest in helping Americans secure their financial future.

We are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non-discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and/or gender nonconformity) sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law.