401k Advisor & Business Development Officer

Description

Seeking an experienced, enthusiastic 401k advisor to serve as the relationship manager for a portfolio of 401k clients. Will also be responsible for generating new clients through business development efforts. Conducts periodic plan reviews with plan sponsors and regular employee education meetings. Acts as lead on implementation of new plans. 

Essential Functions:

1. Schedule and hold review meetings with plan sponsor.
2. Analyze investment menu for client and suggest improvements.
3. Provide expertise on plan structure and offer appropriate advice.
4. Conduct employee education meetings.
5. Function as liaison with recordkeeper. 
6. Develop and implement sales strategies that lead to achieving annual sales objectives.
7. Cross-sell other bank services to 401k clients.
8. Develop and maintain strong working relationships with commercial lenders and retail bankers to provide a source of referrals for clients and business development opportunities. Participate in joint calls with other relationship managers when appropriate.
9. Participates in community affairs to increase the Bank's visibility to enhance new business opportunities. 
10. Assumes additional duties as required.
11. This position requires the successful candidate to work five days per week in the office. 

Requirements

• B.S. or B.A. degree required
• Two years portfolio management and/or investment sales experience required
• Sales skills with demonstrated ability to generate new business
• Strong interpersonal and leadership skills required 
• Excellent communication skills and desire to collaborate with people is essential 
• Understanding of mutual funds and fundamental investment principles 

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.