Director of Retirement Plan Business Development

Job overview

The Director of Retirement Plan Business Development role is onsite in Rochester, NY, with regional travel along the Buffalo-to-Albany corridor as needed. Base salary is $105,000–$130,000 per year; stated on-target earnings are $170,000–$200,000. The role builds new business for a growing 401(k) advisory practice at a local wealth management firm. The director develops prospects and manages the sales process through plan signing, conversion, and employee rollout before handing ongoing service to an advisor. The role also helps establish the firm’s first dedicated business-development function and refine its prospecting and CRM processes.

What you'll do

• Build a personal business plan and outbound prospecting strategy
• develop a pipeline from first conversation through signed plan
• source opportunities through outreach, networking, referrals, and centers of influence
• present the firm’s fiduciary, plan-design, and employee-engagement offering
• coordinate plan conversion and employee rollout
• partner with marketing and internal specialists
• refine target lists, outreach cadence, and CRM workflows
• report pipeline progress.

What we're looking for

Skills & competencies

retirement plan business development

401(k) advisory

b2b sales

prospecting

sales pipeline

crm

wealth management

rochester ny

relay recruiting

$105k–$130k base

$170k–$200k ote

regional travel

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision coverage
• FSA and HSA options
• life insurance
• 401(k)
• generous paid time off
• employee assistance program
• continuing education, coaching, and conferences.

Why this role

This is a non-licensed, non-advisory sales role. Regional travel is required as needed; the posting describes it as not a heavy-travel role.

About the employer

Relay Recruiting is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.