What are the responsibilities and job description for the Regional Relationship Manager position at 401GO?
Role: Regional Relationship Manager
Job Type: Full-time
Location: Hybrid / Remote / Flexible
Reports to: Director of Sales
Travel: Up to 30% which also includes attending various conferences and/or partner events
The Regional Relationship Manager (RRM) manages Advisory firms, Regional Broker Dealers, Independent Broker Dealers, and individual advisors looking at growing 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.
What You’ll Be Doing
At 401GO, we’re not just changing retirement—we’re reinventing it. As a fast-growing fintech start-up, we’ve built the world’s most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You’ll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If you’re ready to challenge the status quo and be part of something big, 401GO is the place to grow your career.
What We Offer
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.
E04JI800lnui4092h69
Job Type: Full-time
Location: Hybrid / Remote / Flexible
Reports to: Director of Sales
Travel: Up to 30% which also includes attending various conferences and/or partner events
The Regional Relationship Manager (RRM) manages Advisory firms, Regional Broker Dealers, Independent Broker Dealers, and individual advisors looking at growing 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.
What You’ll Be Doing
- 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.
- HubSpot experience or willingness to adopt and master HubSpot CRM.
- Metrics driving with monthly/quarterly goals to attain.
- Financial and/or Retirement designations ideal (AIF, CFP, QKA, CPRC, QKC)
At 401GO, we’re not just changing retirement—we’re reinventing it. As a fast-growing fintech start-up, we’ve built the world’s most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You’ll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If you’re ready to challenge the status quo and be part of something big, 401GO is the place to grow your career.
What We Offer
- 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.
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.
E04JI800lnui4092h69