What are the responsibilities and job description for the Senior Advisor, Institutional & Retirement Plan Services position at Soltis Investment Advisors?
Company Overview
Soltis Investment Advisors is a nationwide, fee-only Registered Investment Advisory Firm that has been delivering innovative investment solutions since 1993. We create, build, and manage wealth for individuals and institutional clients, allowing our partners to focus on what matters most. With offices across Utah, Arizona, Nevada, Texas, Michigan, and Washington, Soltis continues to grow its institutional presence across the country.
We are seeking a driven and relationship-focused Senior Advisor, Institutional & Retirement Plan Services to support and expand Soltis’ institutional and retirement plan business within designated regional markets.
Your Role
As a Senior Advisor, you will be responsible for developing new institutional relationships and driving asset growth through proactive business development efforts. This role plays a key part in expanding Soltis’ institutional footprint and works closely with senior leadership, marketing, and implementation teams.
You will:
- Identify and develop new institutional business opportunities within an assigned regional territory.
- Build and maintain relationships with institutional prospects, plan sponsors, consultants, and corporate executives.
- Own and actively manage the institutional sales pipeline, including prospecting, follow-up, and opportunity tracking.
- Serve as the day-to-day lead for institutional business development and lead generation in regional markets.
- Partner closely with the VP of Marketing and institutional leadership to align outreach strategies and messaging.
- Support onboarding and implementation of new institutional clients in collaboration with internal teams.
- Develop a strong understanding of Soltis’ institutional services, investment capabilities, and value proposition.
- Represent Soltis with professionalism, confidence, and credibility in all external interactions.
Knowledge, Skills & Abilities
The ideal candidate will possess:
Qualifications:
- Bachelor’s degree (preferred).
- Series 65 license (preferred).
- 3 – 5 years of experience in institutional, retirement plan, or related investment management roles.
- Proven track record of sales success and business development within institutional or retirement-focused environments.
- Strong executive presence, presentation skills, and communication abilities.
- Ability to build trust and credibility with senior-level corporate and institutional decision-makers.
- Willingness to travel within assigned regional markets and occasionally to Soltis offices.
- Ability to work independently while collaborating effectively within a fast-paced, growth-oriented team.
- Additional industry credentials or experience working with retirement plans, institutional consultants, or OCIO relationships a plus.
Compensation & Benefits
Compensation
- Base Salary: Competitive base salary (as listed in posting), with strong upside and clear opportunities for accelerated growth.
- Sales Incentive Compensation: Performance-based incentive pay that supplements base salary.
Benefits
We offer a comprehensive benefits package, including:
- Health Insurance: Multiple medical plan options with substantial employer premium coverage, including dental and vision.
- Retirement Savings: Employer-matched retirement plan, fully vested, with covered administration and management fees.
- Paid Time Off: Paid vacation, personal leave, and floating holidays, with increased accrual based on tenure.
- Parental Leave: Paid maternity and paternity leave.
- Additional Support: Paid leave for bereavement, jury duty, and military service, along with wellness-related benefits.