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We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
Retirement Plan Advisor
Location
United States
Posted
64 days ago
Salary
$72.2K - $101K / year
Seniority
Mid Level
No structured requirement data.
Job Description
Retirement Plan Advisor
Empower
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution Government 457 plan participants. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. This Advisor will work with public employees in NE Ohio and must be based in this territory and able to travel as necessary. What you will do - Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes - Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans - Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner - Manage meeting schedule, including travel booking - Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants - Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance - Achieve plan level and individual goals to help achieve service level agreements and business results - Participate in client meetings, sales finals, or other external meetings as needed - Work collaboratively across internal service and management teams to improve effectiveness What you will bring - Bachelor's degree or equivalent work experience in lieu of a degree - 3 – 5 years relevant financial services experience - Strong presentation skills required - Proficiency in MS Word, Excel, PowerPoint, and Teams required - Strategic thinker who can work independently required - Strong relationship building and territory management skills required - FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred - FINRA fingerprinting required upon hire What will set you apart - Working knowledge of Salesforce preferred - Working knowledge of building blocks for successful retirement planning preferred - Basic understanding of defined contribution plans preferred - Practical experience providing high-level, consultative client interactions preferred #PJRPA ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. - Medical, dental, vision and life insurance - Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup - Tuition reimbursement up to $5,250/year - Business-casual environment that includes the option to wear jeans - Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year - Paid volunteer time — 16 hours per calendar year - Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) - Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $72,200.00 - $101,975.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 04-14-2026 Want the latest money news and views shaping how we live, work and play? 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Banking/Financial Services Enterprise Sales Director
NTT DATA Americas, Inc.NTT DATA is a $30 billion business and technology services leader, serving 75% of the Fortune Global 100. We are committed to accelerating client success and positively impacting society through responsible innovation. One of the world's leading AI and digital infrastructure providers. Experts in more than 50 countries. Access to a robust ecosystem of innovation centers and partners. Part of NTT Group, investing over $3 billion each year in R&D.
Req ID: 363299 NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Banking/Financial Services Enterprise Sales Director to join our team in Hoboken, New Jersey (US-NJ), United States (US). NTT DATA seeks a Banking/Financial Services Enterprise Sales Executive to drive new business within the BFS vertical, focused on selling domain partnership solutions and associated NTT DATA professional services. This high-impact, client-facing role is responsible for penetrating new logos and expanding portfolio adoption within existing NTT DATA accounts. You will lead the sales cycle for a range of BFS-specific domain partnerships—including platforms such as Finastra, Murex, AFS, FIS, emerging fintech solutions, and AI‑first startups—while integrating NTT DATA’s implementation, integration, and managed services capabilities. This role requires an entrepreneurial, “run it like you own it” mindset, collaborating deeply across NTT DATA’s account teams, pre-sales organization, delivery leaders, and executive stakeholders to drive complex deal pursuits and deliver differentiated business outcomes. This is a high-visibility, high-growth opportunity with significant earnings potential for top-performing IT sales professionals. Responsibilities: - Drive net-new growth within the BFS vertical by creating opportunities in existing NTT DATA accounts and hunting new logo deals for BFS domain partnership solutions. - Own responsibility for achieving ACV/TCV quota targets, representing both channel resell components and NTT DATA services. - Collaborate cross-functionally with Client Executives, Sales Executives, Consulting teams, and Solution Leads to shape and execute winning sales strategies. - Serve as the Sales Lead, managing executive-level communication with customer sponsors and NTT DATA leadership. - Partner with Marketing on targeted demand-generation campaigns, expanding visibility and pipeline for BFS partnership offerings. - Leverage NTT DATA’s full portfolio—Applications, BPO, Advisory Consulting, Digital Transformation & Modernization, AI, Cloud, Infrastructure, and Security—to expand deal size and customer value. - Anticipate market trends and competitive pressures to craft differentiated, outcome-based proposals and long-term client relationships. - Maintain a consistent track record of quota achievement across ACV, TCV, and revenue targets. Qualifications: - 12+ years of Enterprise and Solutions Sales experience in a quota-bearing role. - 10+ years of new business development experience with 5+ years selling Banking Products and Solutions into Banks and Financial Services organizations. - Success selling IT Services and Consulting offerings, including professional services and IP-based solutions. - Demonstrated history of exceeding annual quotas of $8M+ TCV. - Strong domain knowledge across Banking & Financial Services—banking products, consulting, and technology-enabled solutions. - Bachelor’s degree required. - Ability to travel up to 40%. Why Join NTT DATA? - Opportunity to represent differentiated, industry-leading BFS solutions. - Entrepreneurial environment with significant autonomy and executive visibility. - Strong portfolio breadth enabling multi-tower, high-value deal creation. #LI-SGA #USSalesJobs #BFSSales About NTT DATA NTT DATA is a recognized leader in IT and business services, including cloud, data and applications, headquartered in Texas. As part of NTT DATA, a $30 billion trusted global innovator with a combined global reach of over 80 countries, we help clients transform through business and technology consulting, industry and digital solutions, applications development and management, managed edge-to-cloud infrastructure services, BPO, systems integration and global data centers. We are committed to our clients’ long-term success. Visit nttdata.com or LinkedIn to learn more. NTT DATA is an equal opportunity employer and considers all applicants without regarding to race, color, religion, citizenship, national origin, ancestry, age, sex, sexual orientation, gender identity, genetic information, physical or mental disability, veteran or marital status, or any other characteristic protected by law. We are committed to creating a diverse and inclusive environment for all employees. If you need assistance or an accommodation due to a disability, please inform your recruiter so that we may connect you with the appropriate team. Where required by law, NTT DATA provides a reasonable range of compensation for specific roles. The starting pay range for this remote role is $131,625. – 292,500. This range reflects the minimum and maximum target compensation for the position across all US locations. Actual compensation will depend on a number of factors, including the candidate’s actual work location, relevant experience, technical skills, and other qualifications. This position may also be eligible for incentive compensation based on individual and/or company performance. This position is eligible for company benefits that will depend on the nature of the role offered. Company benefits may include medical, dental, and vision insurance, flexible spending or health savings account, life and AD&D insurance, short and long term disability coverage, paid time off, employee assistance, participation in a 401k program with company match, and additional voluntary or legally-required benefits.
