Now Hiring - Professional Services Vice President, Retirement Consultant – Managed Account Sales, West Coast Region in Salt Lake City, UT

Stadion Money Management LLC is owned by Smart

About Us:

Smart is a global savings and investments technology provider on a mission to transform retirement, savings, and financial well-being around the world. We partner with financial institutions and advisers to deliver user-centered retirement savings and income solutions that are digital, customized, and cost-efficient.

Smart, founded in the UK, operates in the USA, Europe, Australia and the Middle East with close to a million savers entrusting over $3 billion in assets on the platform. Smart supports its clients with a 650 strong global team and saw over 2,000% growth in assets on its platform since 2018.

Through its US subsidiary, Smart acquired Stadion in March 2022. Stadion works with financial professionals, asset managers, and recordkeepers to build custom retirement plans and participant level investment solutions. Stadion’s technology and managed account knowledge will bolster Smart’s ability to offer a transformative suite of retirement technology that will help participants save and meet their objectives for, and spend confidently through, retirement. Smart has ambitions to further its growth in the US and will seek to align with additional like-minded strategic partners who share a vision for transforming retirement savings.

Quick Facts:

Location: Full-Time Remote - This person should be based in one of the West Coast States (CA, OR, NV, AZ, UT) to cover the West Coast sales territory.

Required amount of Travel: 75%

Reporting To: SVP, Sales and Business Development

The role:

Stadion is looking for an experienced retirement managed account sales person to join our Revenue Team. The Revenue Team includes product, business development, marketing and sales and is responsible for driving firm growth. The Vice President, Retirement Consultant position requires significant knowledge of the retirement plan industry, with a specific focus on managed accounts. The person in this role will work with Stadion’s recordkeeping partner wholesalers, advisors and DCIO partners to grow managed account sales in the West Coast U.S. region. This position will report directly to the firm’s SVP, Sales and Business Development and will have regular interaction with the firm’s Senior Management Team.

What You’ll Do:

• Sell Stadion’s retirement managed account services through recordkeeper wholesalers, generalists and specialist advisors
• Have deep expertise on Stadion products and services offered across all recordkeeping partners and advisory firms
• Travel throughout territory to provide in-person sales support
• Work closely with assigned Senior Regional Sales Consultant to efficiently and effectively manage territory
• Manage each step in the sales process from proposal to funding
• Conduct group and one-on-one participant meetings
• Be a student of the retirement/managed account industry and shape dialogue with all advisor and wholesaler profiles
• Work closely with Business Development team to provide field support for advisors
• Participate in industry and partner conferences as needed

What You’ll Need:

• At least 5 years of retirement industry experience
• Meaningful recordkeeping and managed account expertise
• Bachelor’s degree required
• Series 65 or Series 66
• Independent self-starter with the ability to effectively organize and manage a large Territory
• Superior communication skills with the ability to tailor approach and style based on various audiences
• Excellent presentation skills
• Ability to cover a large territory including at least 75% travel
• Effective at conducting virtual and in person meetings

What’s in it For You:

• A chance to work for a great mission with great people in a great culture.
• Healthcare Insurance, including Medical, Dental and Vision
• 401(k) with company match
• 15 Vacation Days Prorated based on Hire Date
• 11 NYSE Holidays
  
• 10 Days Paid Sick Time
• Accident Insurance
• Short Term and Long-Term Disability Insurance
• Employer-Paid Life Insurance
• 5 week Sabbatical after 5 years of service
• 3 months of paid Parental Leave, after 1 year of service

Mental and Physical Requirements:

The person in this position:

• May need to remain stationary for long periods of time
• May need to occasionally move about
• Will need to travel out of state
• May need to lift, push, pull, carry, move, or otherwise move objects
• Will need to operate a computer and/or other electronic devices, such as a phone, calculator, copy machine, or computer printer (possibly for extended periods of time)
• Will need to communicate with others and must be able to exchange accurate information
• Must be able to absorb, analyze, and retain information

If you need help applying, please contact [please apply online] for assistance. Smart is an equal opportunity employer valuing diversity in people and ideas.

Interested in joining a mission-driven certified Great Place to Work®? Apply today!