Retirement Plan Growth Lead — COI Relationships
Listed on 2026-10-16
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Finance & Banking
Banking & Finance, Wealth Management
CPS, Inc. in New York seeks an experienced Retirement Plan Business Development professional to build COI relationships and generate new plan sponsor opportunities.
This role emphasizes cultivating Centers of Influence such as ERISA attorneys, CPAs, employee benefits professionals, and TPAs to drive startup and takeover business, with a focus on cross-selling services. You’ll provide fiduciary and consulting services guidance, discuss plan designs, and work with recordkeepers to position
This is a great opportunity to take on the Retirement Plan Growth Lead — COI Relationships role at CPS, Inc.
Join us at CPS, Inc. as our next Retirement Plan Growth Lead — COI Relationships in New York, NY, United States.
We are currently recruiting a Retirement Plan Growth Lead — COI Relationships for our team in New York, NY, United States.
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