About the Role
The primary objective of this leadership role is to accelerate growth within iJoin’s Enterprise sales channel. iJoin markets its Enterprise technology to leading retirement plan providers, advisor intermediaries, and IRA providers.
Responsibilities Include
- Working closely with recordkeeper platform sales executives, provider executives and home office leadership at Registered Investment Advisors (RIAs), Broker Dealers (BD) and/or wire house firms
- Expanding channel engagement by educating advisors on how to utilize iJoin technology and marketplace solutions create growth, incremental margin and efficiencies, at scale and with speed to market.
- Working closely with key distribution team members at marketplace partners such as Franklin Templeton, PIMCO, PGIM, BlackRock, Allianz Life and TIAA/Nuveen as advocates for provider adoption of personalized TDF, managed account and guaranteed income marketplace solutions
- Managing and reporting on pipeline opportunities, wins, and losses, incorporating client feedback to keep the leadership team informed
- Developing and managing Requests for Proposals (RFPs) and Requests for Information (RFIs) to support business development and partnership initiatives
- Connecting with key advisors and progressive retirement recordkeepers based on product sets (e.g. personalized target date funds (TDF), in-plan guaranteed income, managed accounts), geographic footprint, pricing, and additional value adds
- Collaborating with our VP of Marketing to align messaging and thought leadership efforts across the broader provider, advisory and retirement community
- Working in tandem with our Sales and Marketing Administrator on product demos, presentations and more
- Willing to attend national and regional conferences and meetings
- Traveling approximately 25% of the time
Skills and Attributes Needed
- Exceptional public speaking and interpersonal skills
- Self-motivated with the ability to work both independently and within a team structure
- Demonstrates integrity, dedication to excellence, and a strong motivation to succeed
- Strong leadership skills, with the ability to build rapport and trust
- Extraordinary verbal and written communication and sales presentation skills
- Ability to learn quickly, adapt, and apply creativity in problem-solving
Experience and Education
- Bachelor’s Degree or equivalent work experience
- 10-15+ years of experience in the financial services industry
- Strong knowledge of the retirement plan space
- Ability to promote managed accounts, guaranteed income, and rollover solutions
- Deep understanding of the advisory landscape with established connections
- AIF (Accredited Investment Fiduciary) or other relevant investment designations are desirable
Benefits
- $150,000 – $175,000 annual salary
- Bonus opportunity
- Equity eligibility
Benefits
- Competitive salary
- Family medical, dental, vision, and life/disability insurance coverage
- 401(k) with company match
- Holiday pay with two “floating” holidays of your choice
- 2 weeks of Paid time off (PTO) in your first year; 3 weeks after your first year
- Fun environment where you can make an impact and help shape the future direction of a rapidly growing company
- Work from home!
About the Company
LDI-MAP, LLC dba IJOIN is a growing fintech company dedicated to building innovative software solutions for the retirement plan industry. Our data-driven, goal-based user experiences are integrated with leading managed advice solutions, in-plan guaranteed income, and IRA rollover providers to provide the retirement ecosystem with personalized solutions for success.
How to Apply
To apply, please submit your resume to [email protected].
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***DIRECT APPLICANTS ONLY :: NO RECRUITERS PLEASE***