Source Job

• Coach, mentor, and develop a team of Advisor Sales Executives to drive retirement plan sales through financial advisors.
• Own end-to-end sales metrics, forecasting, and strategy for the advisor channel using Salesforce.
• Build relationships with financial advisors and partner cross-functionally to grow distribution and accelerate plan launches.

Human Interest provides affordable retirement plans for small and medium-sized businesses, aiming to close the retirement gap. It is a high-growth fintech company backed by major investors, with a culture focused on customer obsession and autonomous teams.

• Lead, mentor, and develop a team responsible for delivering 3(16) fiduciary services to retirement plan clients.
• Ensure exceptional client service by overseeing relationships, resolving escalated issues, and maintaining high service standards.
• Drive operational efficiency by identifying opportunities to improve workflows, service delivery, and client satisfaction.

Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, it offers a coast-to-coast network of 19 leading firms.

• Manage an assigned book of retirement 401(k) plans to ensure client satisfaction, retention, and profitability.
• Serve as escalation point for service issues, consulting on plan design and compliance with ERISA.
• Train clients on systems and resources, and cross-sell products to deepen relationships.

Transamerica is a financial services company offering insurance, retirement, and investment solutions to help people achieve financial freedom. They employ nearly 7,000 people as part of the international Aegon group, fostering a collaborative and inclusive culture.

• Lead multiple professional teams in fiduciary administration services, ensuring high-quality service and operational excellence.
• Manage team performance, develop future leaders, and drive progress toward organizational goals through strategic planning.
• Oversee regulatory compliance, process improvement, and client retention initiatives while staying informed on industry trends.

Jobgether uses AI-powered matching to connect candidates with hiring companies. It is a platform that processes applications and shares top candidates with employers, operating remotely.

• Build strong trusted relationships with regional leaders of high-performance brokerage and consultancy firms.
• Partner with HealthEquity's Field Sales teams to optimize win rates with top-priority brokers and consultants.
• Develop and implement a data-driven strategy that maximizes brokerage-driven opportunities to achieve sales targets.

HealthEquity is a healthcare fintech company dedicated to empowering healthcare consumers through Health Savings Accounts and related benefits. The company fosters a culture of innovation and inclusion, with a remote-first approach and a commitment to diversity.

• Drive investment management services for Wealth Advisors by consulting on portfolio strategy and ensuring accurate implementation.
• Serve as main point of contact for newly acquired firms assimilating to the investment platform and models.
• Support organic growth by developing investment deliverables for prospective clients and collaborating across teams.

Mercer Advisors helps families simplify their financial lives through integrated planning, investment, tax, and estate services. It serves over 42,800 families across the U.S., is ranked #1 RIA by Barron's, and emphasizes a diverse, flexible workplace.

• Own and scale Crux's partnerships program as a partner-sourced deal-flow engine, focusing on law and tax/accounting firms.
• Build tiered partner frameworks, systematize referral tracking, and lead a team of two to drive commercial velocity.
• Orchestrate cross-functionally with research, content, events, legal, and operations to deepen connectivity with capital and Fortune 1000 tax investors.

Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. Our team of 120+ experts in energy, tax, finance, government, and technology is scaling quickly with a culture of ownership, rapid improvement, and customer focus.

• Lead day-to-day administration and service delivery for retirement plans.
• Serve as primary point of contact for retirement plan and wealth clients.
• Conduct participant education sessions on retirement planning and investments.

The Olson Group is an employee benefits consulting firm specializing in retirement planning and group insurance plans. Since 2003, they have maintained a 90% client retention rate, emphasizing outstanding customer service.

• Manage onboarding activities for new retirement plan clients, ensuring key milestones and deadlines are met.
• Review and map prior plan documents to ensure plan provisions are accurately reflected in the new plan.
• Explain plan provisions and requirements clearly to clients and partners, helping them understand available options and next steps.

Strongpoint Partners is a tech-enabled retirement services platform for small to mid-sized businesses. It is recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, with a coast-to-coast network of 19 firms.

• Build relationships with benefits consultants and brokers across the U.S., identifying opportunities to strengthen partnerships.
• Develop a deep understanding of LearnLux's product and value proposition to educate consultants effectively.
• Serve as a feedback loop to internal teams and collaborate with sales to support strategic plans and prospecting efforts.

LearnLux is a provider of workplace financial wellbeing, blending digital planning with access to Certified Financial Planner™ professionals. As a remote-first startup backed by prominent investors, we foster a supportive, inclusive team culture focused on employee growth and wellbeing.

• Drive B2B growth by building high-trust partnerships with top benefit consultants and health plan sales teams.
• Navigate self-funded and fully insured dynamics to position Rula as the premier behavioral health solution.
• Use multichannel prospecting and deep healthcare sales expertise to transform ecosystem relationships into high-value employer opportunities.

Rula is a mental health company dedicated to providing quality, evidence-based care to treat the whole person. It is a remote-first organization with a culture that values diversity, equity, and inclusion, and currently hires in most U.S. states.

• Develop and execute Spire's strategic growth plan and annual operating budget, partnering with executive leadership to drive business expansion.
• Create and implement business development strategies to build relationships with RIAs, financial advisors, and industry partners, expanding market awareness.
• Recruit, mentor, and lead financial planning professionals, fostering a culture of collaboration, innovation, and accountability while ensuring exceptional client outcomes.

Spire Outsourcing helps financial professionals save time and deliver high-quality financial plans to their clients. It is part of Cambridge, a financial solutions firm supporting thousands of independent advisors, offering a collaborative and supportive culture.

• Build and nurture executive-level partnerships with consulting firms and systems integrators to drive enterprise growth.
• Develop comprehensive alliance strategies and joint business plans to maximize co-selling opportunities and market penetration.
• Coordinate with cross-functional teams and manage partner performance metrics to ensure strategic alignment and revenue growth.

Smartsheet provides a work management platform that helps teams automate tasks and scale solutions, now integrating AI agents to enhance productivity. The company has thousands of employees and fosters a culture of innovation, collaboration, and inclusivity.

• Build trust with state healthcare regulatory boards and agencies.
• Translate product capabilities into specific outcomes for agency efficiency.
• Advance opportunities using a consultative approach through multi-year cycles.

Propelus simplifies workforce compliance management across healthcare. As a trusted leader for over 20 years, the company delivers seamless compliance solutions to millions.

• Drive new business growth by identifying, developing, and closing strategic partnership opportunities across AMA's ecosystem.
• Build and manage a high-quality sales pipeline through strategic prospecting, networking, and referrals to achieve revenue goals.
• Develop consultative partnership solutions by understanding client objectives and designing customized programs that create value for both partners and AMA.

The American Marketing Association is the leading global professional marketing association, providing community, education, and resources for marketers. With 70 chapters and presence on 350 college campuses across North America, the organization fosters a vibrant community and operates fully remote with team members across over 20 US states.

• Perform general administrative and clerical duties for retirement plan operations, including data entry and document preparation.
• Assist with processing benefit distributions and participant loans while ensuring accuracy and completeness.
• Support team members with special projects and communicate professionally with internal and external contacts.

Strongpoint Partners is a tech-enabled retirement services platform serving small to mid-sized businesses with integrated retirement, payroll, and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, they emphasize accuracy, compliance, and regulatory risk reduction.

• Own commercial outcomes for strategic embedded partners and drive $10M+ annual bookings.
• Lead senior partner relationships and executive engagement to ensure partnership health.
• Build and execute partner account plans and enable partners to sell Remote products independently.

Remote provides a platform for managing global employment, recruitment, and payment. With a fully remote team across six continents, Remote fosters a culture of innovation, async work, and inclusivity.