Regional Vice President, Sales & Consulting - New England

Blue Ridge Associates • Boston, MA

8d • $80,000 - $120,000 • Remote

About The Position

Blue Ridge Associates is seeking a Regional Vice President, Sales & Consulting for the New England territory (MA, RI, CT, VT, ME, and NH). The role sells the company’s retirement plan administration and consulting services, including 401(k), 403(b), ESOP, 457, NQDC, defined benefit consulting and administration, and related solutions. The Regional Vice President cultivates opportunities through intermediary sales channels and builds relationships with advisors, record keepers, and other centers of influence. They serve as a trusted resource on plan design consulting, retirement industry insights, and practice management, while sharing best practices and insights with the Blue Ridge team.

The position is remote and may require 25–60% travel within the assigned territory. The ideal candidate lives near a major metro center in the territory and 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% travel may be required within the assigned territory.
• Must be authorized to work in the United States and live near the assigned territory.

Nice To Haves

• TPA or retirement recordkeeping wholesaling experience.
• Retirement industry credentials such as QKA, CPFA, CPFC, CLU, or ChFC, or the ability to obtain them.
• Living near a major metro center in the assigned territory.

Responsibilities

• Drive sales of Blue Ridge’s retirement plan administration and consulting services in the assigned territory using all retirement plan distribution channels.
• Cultivate relationships with existing and new retirement advisors across distribution channels to promote the company’s retirement solutions.
• Sell traditional 401(k)/403(b) administration, defined benefit/cash balance administration, ESOP, NQDC, 3(16) fiduciary, and administration consulting services through financial intermediaries.
• Work toward achieving top-tier TPA market share with focus firms in the assigned territory.
• Present Blue Ridge’s thought capital and industry insights in one-on-one meetings, virtual 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.
• Use sound judgment and operate with discretion and integrity.
• Share best practices and industry insights with the Blue Ridge team.

Benefits

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

What This Job Offers

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