Business Development Officer — Retirement Plan Services

Job overview

The Business Development Officer — Retirement Plan Services role is listed in Tampa, FL, and focuses on advisor opportunities nationally. The posting lists a salary range of $150,000–$180,000 per year. The role works across firm leadership, the wealth advisory platform, corporate solutions, and operations. The officer owns the business-development lifecycle for retirement-plan advisor and advisory-team opportunities, from outreach through close and transition. The role develops a national recruiting strategy, qualifies prospects, manages pipeline and forecasts, and coordinates with internal teams to support advisor onboarding and broader client relationships.

What you'll do

• Own national recruitment of retirement-plan advisors and teams
• manage opportunities from outreach through close
• develop and execute a national business-development strategy
• qualify prospects and lead discovery
• position firm platforms and support capabilities
• maintain pipeline, forecasts, and Salesforce records
• coordinate with leadership and cross-functional teams
• develop referral relationships and represent the firm at meetings and industry events.

What we're looking for

Skills & competencies

business development officer

retirement plan services

tampa fl

concurrent investment advisors

national advisor recruiting

retirement plans

business development

salesforce

$150k-$180k

advisor relationships

full-time

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) matching
• dental, health, and vision insurance
• flexible spending account
• life insurance
• paid time off.

Why this role

The posting requires a bachelor’s degree, at least 10 years of relevant advisor recruiting or retirement-plan sales experience, and an established industry network.

About the employer

Concurrent Investment Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.