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Regional Relationship Manager

401GO · Sandy, UT · Sales and Advisory Team

Employment type

Full-time

Work setting

On-site

Location

Sandy, UT

Schedule

Day shift

Posted

Travel

Required

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Job overview

The Regional Relationship Manager is a hybrid/remote role based in Sandy, UT, supporting the sales and advisory growth initiatives at 401GO. Compensation is not specified in the listing. The role exists to drive growth and engagement within a specific territory by managing relationships with advisory firms, broker-dealers, and individual advisors. By providing education on retirement products and managing the sales pipeline, the manager ensures high satisfaction and increased business volume for the company's retirement platform.

What you'll do

  • Build and maintain relationships with advisory firms
  • serve as primary point of contact for advisors
  • drive education on 401GO products
  • manage territory pipeline
  • coordinate with internal support teams
  • conduct regular health assessments of advisory firms.

What we're looking for

Skills & competencies
full-time
hybrid
sandy ut
relationship manager
sales
retirement
fintech
advisory
territory management
travel required
Work arrangement
  • Weekend coverage required

Benefits & perks

  • 401(k) plan, stock options, medical/dental/vision insurance, flexible hours, PTO.

Why this role

Fintech start-up environment with stock options and flexible work arrangements.

About the employer

401GO is hiring for this role. Industry: Corporate, Subsidiary, and Regional Managing Offices. Sector: 55.

Additional details

Industry sector
55
Industry
Corporate, Subsidiary, and Regional Managing Offices
Occupation code
13-1022.00
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