Regional Relationship Manager

Role: Regional Relationship Manager

Job Type: Full-time

Location: Hybrid / Remote / Flexible

Reports to: Director of Sales

Travel: Up to 30% including conferences and partner events

The Regional Relationship Manager (RRM) manages Advisory firms, Regional Broker Dealers, Independent Broker Dealers, and individual advisors looking to grow their retirement plan business. This RRM will be assigned to a specific region; driving growth, deeper engagements, and satisfaction from our existing and new clients.

• Build and maintain relationships with advisory firms and individual advisors in the assigned territory.
• Serve as the primary point of contact and firm‑level engagement for existing & new advisor relationships.
• 20% traveling when needed from the National Account Manager (NAM) and/or Regional/National Retirement and Advisor conferences.
• Drive advisory education and training on 401GO products, retirement trends, pricing negotiations, processes, technology, and sales tools.
• Manage territory pipeline, including recruiting new advisors, developing new plan opportunities, and increasing wallet share.
• Coordinate with Partner Support to set up investment lineups (3(38) support) and pricing configurations for advisors.
• Partner with Inside Sales to ensure lead follow‑up, advisor activation, and efficient movement of opportunities.
• Conduct regular, structured reviews with advisory firms and advisors to assess the health of the firm, advisor group, and overall territory; identify risks, opportunities, and engagement trends.
• Support National Account Managers on national or multi‑territory firms as assigned.
• Manage only advisors or firms with three (3) or more active retirement plans; advisors with fewer than three plans are supported directly by Inside Sales.

• 10+ years in retirement advisory channel sales, account management, or practice consulting.
• Strong retirement and financial industry experience.
• Strong consultative sales and relationship‑building skills.
• Territory management and pipeline development experience.
• Hub Spot experience or willingness to adopt and master Hub Spot CRM.
• Metrics‑driving with monthly/quarterly goals to attain.
• Financial and/or retirement designations ideal (AIF, CFP, QKA, CPRC, QKC).

• A standout 401(k) plan (naturally!).
• Generous stock options—share in our growth and success.
• Flexible work environment—choose where you’re most productive.
• Excellent benefits, including medical, dental, and vision.
• Flexible hours—because great work doesn’t always happen 9–5.
• Plenty of PTO—we value work‑life balance.
• A fully stocked kitchen when you’re in the office.

At 401GO, we are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non‑discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and/or gender nonconformity), sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law.