Director of Client Relationships

alooola•Kingston, NJ

15h•Remote

About The Position

alooola helps physicians and corporate employees manage investments, retirement planning, spending, and insurance through a mobile app and financial advisory services. The privately held, profitable company is backed by Glen Eagle, an advisory firm with 30 years of experience and more than $1 billion in assets under management. alooola currently manages $65 million in assets and is growing. The Director of Client Relationships will be the primary contact for an established client base while developing the company’s corporate retirement plan business nationwide. The role combines client relationship management with business development and the full sales cycle, from prospecting and initial conversations through fee review, proposal, close, and handoff to the plan design and onboarding team. The position is remote, with at least five days per month spent in person at the Kingston, New Jersey office or visiting clients. 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 following year. The role will also include visiting five to eight corporate 401(k) clients in person to review their plans with leadership, connecting with plan participants about retirement allocations and other financial goals, and beginning to develop a nationwide pipeline of companies that may benefit from a 401(k) fee review. The Director will meet with clients and plan participants virtually and in person, work with the advisory and plan design team to ensure proposals can be delivered, and maintain organized client notes, tasks, and pipeline records in the CRM. The company describes its culture as informal and high-trust, with employees sharing wins and raising roadblocks as they arise.

Requirements

Experience selling to small and mid-sized businesses, ideally in retirement plans, group benefits, payroll, or another B2B financial or insurance field.
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 license, or willingness to obtain it.
Background in a regulated industry such as an RIA, broker-dealer, or insurance.
Experience with Redtail CRM.

Responsibilities

Take ownership of 150 to 200 existing client relationships and arrange calls or Zoom meetings with each over the coming year.
Visit five to eight corporate 401(k) clients in person to review their plans with leadership during the first 90 days.
Connect with plan participants to help them fine-tune retirement allocations and work toward 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 are deliverable.
Keep client notes, tasks, and the sales pipeline organized in the CRM.