Business Development Officer - Retirement Plan Solutions

Title

Business Development Officer - Retirement Plan Solutions

Location

Hybrid in Raleigh, North Carolina

Compensation

Base salary $125,000 to $150,000, with escalating bonus opportunities based on individual achievement.

About Us

Curi RMB Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $13 billion in assets under management. We are seeking an experienced Business Development Officer for our Client Services team reporting to the Director of Business Development.

At Curi RMB Capital, we are committed to building meaningful relationships and making a difference in our client's financial wellness. We regularly appreciate our teammates who demonstrate our values and we are committed to each other's personal, professional, and financial growth. We host monthly themed events to allow our colleagues to build relationships with one another beyond the workday interactions.

We are passionate about enriching the lives of our teammates, our clients, our partners, and the communities in which we live and work. Our values are:

• Accountability
• Curiosity
• Teamwork
• Inclusion
• Service Commitment

Curi RMB Capital is among Barron's Top 50 Independent Registered Investment Advisors (RIAs) globally. Our businesses include wealth management, wealth builder, family office services, asset management, and retirement plan solutions. Our headquarters are in Chicago, Illinois with additional offices in Denver, Colorado; Lake Forest, Illinois; Milwaukee, Wisconsin; Minneapolis, Minnesota; Oakbrook Terrace, Illinois; Raleigh, North Carolina; St. Joseph, Michigan; Washington D.C.; and Jackson Hole, Wyoming.

The Role

As a Business Development Officer - Retirement Plan Solutions at Curi RMB Capital, you will play a crucial role in driving growth and achieving sales excellence as an important member of our Retirement Plan Solutions (RPS) team. The RPS team is focused on Defined Benefit and Defined Contribution retirement plans, including 401(k), 403(b), Profit Sharing Plans, Cash Balance Plans, ESOPs, and more. Leveraging your experience in retirement and corporate benefits, your primary emphasis will be identifying and sourcing qualified leads while also acting as a key talent in closing new business to support revenue and profitability growth. The solutions offered include co-fiduciary services, plan design, reporting, investment selection, vendor management, and participant education.

Key Responsibilities:

• Business Development: Identify and engage new business opportunities related to retirement plans, cultivating relationships with decision-makers at target organizations.
• Lead Generation & Pipeline Management: Maintain a robust pipeline of potential clients, ensuring consistent follow-up and progression through the sales cycle from initial contact to plan adoption.
• Consultative Sales: Provide expert guidance and consultative support to prospects on retirement plan options tailored to meet their specific needs.
• Networking & Relationship Building: Establish and maintain long-term relationships with key stakeholders.
• Salesforce Management: Utilize Salesforce to manage leads, opportunities, sales activities, and prospect interactions for accurate reporting.
• Market Knowledge: Stay current on industry trends, regulatory changes, and best practices in retirement planning.
• Collaboration: Work closely with internal teams to ensure the successful delivery and implementation of retirement plans.
• Presentations & Proposals: Prepare and deliver compelling presentations and proposals to potential clients, boards and conference environments.
• Travel: 25% to 50%.

Key Result Areas:

• Create, implement and modify (as needed) a strategic business plan.
• Support market growth and achievement of revenue milestones.
• Generate new business opportunities through effective prospecting and lead generation.
• Conduct presentations of Curi RMB Capital's services to referral partner associates across various events.
• Profile and understand prospective client needs, effectively communicating them to the firm's Retirement Plan Solutions advisory team.

Key Skills:

• Proven success in client acquisition and relationship management.
• Strong problem-solving, negotiation, and persuasive skills.
• Effective written and spoken communication skills for different audiences.
• Ability to build and maintain professional relationships.
• Proven ability to assess prospect needs and market opportunities.
• Initiative in identifying potential growth areas and implementing strategic actions.
• Proficiency in developing and delivering engaging presentations.
• Adaptability to changing environments.
• Experience in conducting market research and analysis.
• Familiarity with retirement planning products and regulations.

Key Qualifications and Experience:

• Seven or more years of experience in Retirement Plan or Corporate Benefits sales.
• Bachelor's degree from an accredited college or university.
• Proficiency in Microsoft Office; experience with Salesforce preferred.
• Extra consideration given to those with a natural market or established network/experience working with medical practice executives, manufacturing or non-profit industries.

Benefits:

Curi offers comprehensive health benefits, including medical, dental, vision, and life insurance. Additional benefits for eligible team members include education assistance, a 401(k) with employer match, short-term and long-term disability, flexible time off, 10 paid holidays, and summer hours.

If you are a dynamic professional with a passion for business development and a strong background in client services, we invite you to apply for the Business Development Officer - RPS position at Curi RMB Capital and be part of our mission to deliver exceptional Retirement Plan Solutions.

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