Director, Core Sales Delivery
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Colorado • Kentucky • United States
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Salary
💰 $95,000 - $186,000 per year
Job Level
About the role
- Play a pivotal role in driving growth and delivering an exceptional client experience
- Lead a team of 10 Sales Strategist Case Managers
- Manage work assignments and serve as a key escalation point for Sales and Implementation leaders
- Implement strategies that enhance quality, efficiency, and revenue
- Ensure flawless execution of services and operations
- Consult available fund options and confirm fund lineups with Sales, advisors, and plan sponsors
- Create the best possible onboarding experience for clients
Requirements
- Retirement plan recordkeeping and administration experience
- Experience working with sales teams or in collaborative partnerships
- Supervisory experience strongly preferred
- Approximately 20% travel required
- Series 7, 63, 24 licenses required or able to obtain within 120 days
- Bachelor’s degree or equivalent with 12+ years’ experience or master’s degree with 10+ years’ experience
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
retirement plan recordkeepingadministration
Soft Skills
leadershipteam managementclient experiencecollaborationconsultation
Certifications
Series 7Series 63Series 24