Advisor Relationship Manager

Peoplr, LLC

. Develop and grow relationships with institutional advisors and consulting firms .

Posted 10/27/2026full-timeRemote • United StatesMid-LevelSenior💰 $125,000 - $170,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in institutional sales, particularly within the pension and retirement sectors, with a strong ability to develop relationships and drive business development. Proficient in aligning client needs with retirement solutions while ensuring compliance with regulatory requirements.

Highest-signal resume keywords

Institutional Sales ExperienceUnderstanding of Retirement LandscapeClient Relationship DevelopmentPipeline Management in CRMExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business DevelopmentRevenue Target AchievementOpportunity IdentificationProposal SupportSales Activity Management

Soft Skills

Creative Problem-SolvingDetail OrientedOrganizational SkillsCollaborative ApproachInterpersonal Skills

Tools & Technologies

CRM Systems

Industry Keywords

Institutional AdvisorsConsulting FirmsPension ClientsRetirement SolutionsDB and DC Plans

About the role

Key responsibilities & impact

Develop and grow relationships with institutional advisors and consulting firms
Drive business development and achieve assigned revenue targets
Identify and pursue new business opportunities by understanding advisors’ client needs
Align advisor needs with retirement, actuarial, administration, and risk transfer solutions
Partner with National Accounts and business unit leaders to strengthen advisor relationships
Advance sales opportunities and support proposals, finalist presentations, and client meetings
Serve as a trusted advisor and brand ambassador
Communicate the company’s capabilities, competitive advantages, and industry expertise through presentations, meetings, and industry events
Maintain accurate sales activity, pipeline forecasts, and advisor engagement records in CRM systems
Ensure compliance with company policies and regulatory requirements

Requirements

What you’ll need

5+ years of institutional sales experience serving pension, retirement, or institutional investment clients
Experience working within an institutional retirement advisory firm or effectively generating leads within or through this channel
Deep understanding of the company-sponsored retirement landscape, including DB and DC plan investment structures, design considerations, and participant outcomes
Demonstrated history of originating significant opportunities with institutional plan sponsors
Creative, collaborative approach to work and problem-solving
Ability to prioritize own work and research, identify, and find opportunities
Detail oriented and organized
Advanced decision-making skills and ability to manage multiple projects and priorities simultaneously
Excellent oral and written communication skills, including strong listening and interpersonal skills
Proven effectiveness working in a collaborative, highly matrixed team environment
Embraces technology as an effective tool for organization and communication
Bachelor’s degree

Benefits

Comp & perks

Annual performance-based bonus opportunities
Comprehensive medical, dental, and vision benefits
Short- and long-term disability insurance
Life insurance
HSA
FSA
Employee assistance programs
PTO
401(k)
Cash balance pension plan
Opportunities for growth, cross training, upward mobility, and professional development
Up to 50% travel to support relationship development and business growth