Regional Vice President, Sales & Consulting - New York Metro

Blue Ridge Associates • New York, NY

8d • $80,000 - $120,000 • Remote

About The Position

Blue Ridge Associates is seeking a Regional Vice President, Sales & Consulting for the New England market, including Long Island, Manhattan, and Westchester County. This remote role sells Blue Ridge’s retirement plan administration and consulting services within an assigned geographic territory. The position cultivates sales opportunities through intermediary channels, including advisors, RIAs, record keepers, DCIO, payroll consultants, and other centers of influence.

The Regional Vice President sells solutions including 401(k), 403(b), ESOP, 457, NQDC, defined benefit consulting and administration, and related services. The role also serves as a trusted resource on plan design consulting, retirement industry insights, and practice management solutions, while sharing best practices and industry knowledge with the Blue Ridge team. Travel of 25–60% may be required within the assigned territory.

The position requires a bachelor’s degree and at least three years of sales experience with a proven track record. Candidates must be authorized to work in the United States and live near the assigned territory. The annual base salary range is $80,000–$120,000, plus commission.

Requirements

• Bachelor’s degree required.
• At least 3 years of sales experience with a proven track record.
• Strong working knowledge of retirement plan services, recordkeeping, and the DCIO industry.
• Demonstrated experience developing relationships with financial advisors, record-keeper wholesalers, and centers of influence.
• Strong presentation, facilitation, and time-management skills.
• Willingness to travel 25–60% within the assigned territory may be required.
• Must be authorized to work in the United States and live near the assigned territory.

Nice To Haves

• TPA or retirement record-keeping wholesaling experience is a plus.
• Retirement industry credentials such as QKA, CPFA, CPFC, CLU, or ChFC are preferred, or the ability to obtain them.
• Ideally, live near the major metro center of the territory.

Responsibilities

• Drive sales of Blue Ridge’s retirement plan administration and consulting services within the assigned geographic territory using retirement plan distribution channels.
• Cultivate relationships with existing and new retirement advisors across distribution channels to promote retirement solutions, including 401(k)/403(b) administration, defined benefit and cash balance administration, ESOP, NQDC, 3(16) fiduciary services, and administration consulting.
• Sell Blue Ridge solutions through financial intermediaries in the assigned territory.
• Achieve top-tier TPA market share with focus firms in the assigned territory.
• Present Blue Ridge thought capital and industry insights in one-on-one meetings, Zoom meetings, seminars, and other formats.
• Collaborate with the Internal Sales Team, Plan Design Consultants, and Installation and Service Team throughout the sales process.
• Manage territory rotation, advisor and record-keeper segmentation, and travel budget.
• Exercise sound judgment and operate with discretion and integrity.
• Share best practices and industry insights with the Blue Ridge team.

Benefits

• Competitive salary and comprehensive medical, dental, vision, life, and disability benefits.
• 401(k) with company match.
• HSA with company contribution.
• Generous PTO for parental leave, vacation, and holiday time.
• Support for certifications, association dues, and professional development.
• Collaborative and inclusive company culture, with happy hours, social events, employee-led committees, and volunteer opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior