Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 128 days ago

Director, Retirement Plan Business Development

Choreo6 open roles

Where
Remote
Work mode
Remote
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowDirector, Retirement Plan Business DevelopmentChoreo · Remote

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Choreo's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

13.5% of postings close within 7 days. Measured by our own scanner across the market. Choreo postings stay open a median of 28 days.

Share of postings closed within
  1. 2.3%1 day
  2. 4.6%3 days
  3. 13.5%7 days
  4. 21.8%14 days
  5. 36.6%30 days
  6. 58.9%60 days
This job: posted 128 days ago

Choreo median: 28 days open

The posting

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.

OPENING SUMMARY

Director, Retirement Plan Business Development is a leadership role responsible for driving revenue growth across Retirement Plan Advisory Services (RPAS) by owning advisor engagement, internal wholesaling, and end-to-end new business execution.

This role is designed to create a focused growth engine within RPAS—establishing a repeatable, measurable sales process while enabling financial advisors with the tools, messaging, and support needed to consistently generate and convert opportunities.

The position works in close partnership with the Director of RPAS – Client Experience & Team Leadership to align growth initiatives with delivery excellence, fiduciary quality, and team capacity.

Primary Responsibilities:

Growth Strategy & Execution

  • Own RPAS revenue growth outcomes, including pipeline development, conversion rates, and overall new business results
  • Build and execute a structured advisor outreach and communication cadence to drive referrals and engagement
  • Lead the full sales lifecycle: pipeline → qualification → proposal → close, engaging RPAS leadership selectively for complex opportunities
  • Develop and refine a repeatable, scalable growth model with measurable inputs (advisor touches, referrals, opportunities, wins)

Advisor Enablement (Internal Wholesaling)

  • Serve as primary liaison to financial advisors, equipping them with tools, messaging, and confidence to position RPAS solutions
  • Build and maintain sales enablement materials, including value propositions, pitch decks, and competitive positioning
  • Deliver training, coaching, and ongoing support to advisors to improve opportunity identification and conversion

Pipeline Development & Opportunity Management

  • Establish processes for referral generation, qualification, and prioritization
  • Maintain ownership of CRM pipeline reporting, forecasting, and accountability metrics
  • Partner with advisors to advance opportunities and remove barriers to closing

CPA & Strategic Alliance Development

  • Lead development and execution of CPA and external alliance strategy
  • Organize events, campaigns, and relationship-building initiatives to generate high-quality leads
  • Expand RPAS’s presence within key referral channels

Market Feedback & Value Proposition Evolution

  • Capture market insights and advisor feedback to refine RPAS offerings and positioning
  • Partner with RPAS leadership to continuously improve messaging, deliverables, and service model alignment

Collaboration & Operating Model

  • Collaborate closely with the RPAS Leadership to ensure alignment between growth and delivery capacity
  • Engage service leadership strategically for complex finals, pricing credibility, or fiduciary expertise
  • Participate in regular cadence meetings (pipeline reviews, strategic alignment sessions) to ensure coordinated execution

Basic Qualifications:

  • Bachelor’s degree in Finance, Business, or related field
  • 10+ years of experience in retirement plan advisory, institutional sales, or wealth/benefits consulting
  • Demonstrated knowledge of employer-sponsored retirement plans, including 401(k), 403(b), profit sharing, and cash balance plan structures, design strategies, and key fiduciary considerations
  • Strong understanding of ERISA, fiduciary services, and retirement plan marketplace
  • Proven track record of driving business development and achieving revenue growth targets
  • Experience with CRM systems and pipeline management
  • Demonstrated leadership experience influencing advisors or sales teams
  • Exceptional communication and presentation skills (executive-level)

Employee Benefits

At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:

  • Competitive salary and bonus plan
  • Competitive medical, dental, and vision plans
  • Basic life and disability coverage
  • 401(k) matching program
  • Financial support for approved designations and courses
  • Technical, leadership, sales training opportunities
  • Unlimited, discretionary time off
  • Paid parental leave

​​Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Choreo's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Choreo's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Choreo's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.