Director of Client Relationships

alooola•Kingston, NJ

2d•$85,000 - $100,000•Remote

About The Position

The Director of Client Relationships is a relationship-first role with a business development focus. The role serves as the main point of contact for an established client base while growing alooola’s corporate retirement plan (401(k)) business nationwide. During the first 90 days, the Director will take ownership of 150 to 200 existing client relationships and arrange calls or Zoom meetings with each over the coming year, visit 5 to 8 corporate 401(k) clients in person to review their plans with leadership, connect with plan participants about retirement allocations and other financial goals, and begin building a nationwide pipeline of prospective companies. Ongoing work includes leading the full sales cycle, meeting with clients and participants virtually and in person, coordinating with advisory and plan design colleagues, and maintaining organized client and pipeline records in the CRM. The position is remote, with a minimum of five days per month in person at the Kingston, New Jersey office or visiting clients. The company describes its culture as informal and high-trust, with colleagues sharing wins and raising roadblocks as they arise. Base salary is $75,000, with bonuses based on the assets of clients served and new assets brought in. Year 1 on-target earnings are $85,000 to $100,000, with Year 3 OTE potential of $120,000 to $150,000. Benefits include health insurance, a 401(k), paid time off, and paid holidays.

Requirements

Experience selling to small and mid-sized businesses, ideally in retirement plans, group benefits, payroll, or another B2B financial or insurance space.
A consultative approach focused on demonstrating the financial analysis and building long-term relationships.
Confidence representing the company in person, including in boardrooms and at conferences.
Strong organization and follow-through.
Resilience when a deal does not close.
Clear communication, a strong work ethic, and high integrity.
Self-motivation and comfort working independently.

Nice To Haves

Experience with 401(k) or 403(b) plans, PEO, payroll, or group benefits.
Relationships with CPAs, benefits consultants, or attorneys.
Familiarity with medical or professional practices.
Series 65, or willingness to obtain it.
Background in a regulated industry such as an RIA, broker-dealer, or insurance.
Experience with Redtail CRM.

Responsibilities

Serve as the main point of contact for an established client base of 150 to 200 relationships.
Set up calls or Zoom meetings with existing clients over the coming year.
Visit 5 to 8 corporate 401(k) clients in person to review their plans with leadership.
Connect with plan participants to help them fine-tune retirement allocations and pursue other financial goals.
Build a nationwide pipeline of companies that could benefit from a 401(k) fee review.
Lead the full sales cycle, from prospecting and initial conversations through fee review, proposal, close, and handoff to the plan design and onboarding team.
Meet with clients and plan participants virtually and in person.
Partner with the advisory and plan design team to ensure proposals can be delivered.
Keep client notes, tasks, and the sales pipeline organized in the CRM.