Advisor Relationship Manager

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, 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.
  
  

All positions at October Three Consulting require an applicant who has accepted an offer to undergo a background check. Background checks may include some or all the following: SSN validation, education verification, employment verification, and criminal check. By applying for a position with October Three, you understand that you will be required to undergo a background check should you be made an offer. You also understand that the offer is contingent upon successful completion of the background check and results consistent with October Three’s employment policies.