The Regional Vice President will own and grow a Mid-Large Market retirement franchise across the Midwest, focusing on corporate plans with $50M+ in assets
Job Summary
The Regional Vice President will own and grow a Mid-Large Market retirement franchise across the Midwest, focusing on corporate plans with $50M+ in assets.
This role requires deep expertise in ERISA regulations, defined contribution and benefit plan design, and the ability to deliver consultative solutions to elite advisors.
Employees enjoy flexible remote working arrangements, comprehensive health and wellness benefits, and opportunities to participate in incentive programs tied to performance.
Matching Summary
The Regional Vice President will own and grow a Mid-Large Market retirement franchise across the Midwest, focusing on corporate plans with $50M+ in assets.
Salary
Base: $100,000.00 - $175,000.00 USD; Bonus/Equity: Incentive compensation tied to business and individual performance; Benefits: Health, dental, vision, 401(k) matching, paid time off
Skills & Requirements
Must-have
10+ years retirement plans experience
ERISA and fiduciary expertise
Active Life Insurance and Series 6 license
Consultative sales to top-tier advisors
RFP and finalist presentation execution
Nice-to-have
Executive-level storytelling capabilities
Strong financial acumen for pricing strategy
Experience with complex multi-decision environments
Advanced analytical skills for plan documents
Track record of repeat advisor business
Key Requirements
Bachelor's degree required
10+ years in retirement plans or financial services