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Regional Vice President - Sales and Consulting

Blue Ridge Associates

(Remote)

Where Technical Expertise Meets Purpose-Driven Impact 

Build your career while helping people build a stronger financial future.

At Blue Ridge Associates, the work we do has a meaningful impact. We help companies provide retirement and employee ownership benefits that give people the opportunity to build wealth, plan for the future, and take greater ownership of their financial lives.

Through Employee Stock Ownership Plan (ESOP) Administration and Retirement Plan Services (RPS), we combine deep technical expertise with a genuine commitment to our clients and the people they serve. Our team supports companies across the country with complex retirement plan administration, compliance, and consulting services—helping make these important benefits work better for employers and their employees.

What makes Blue Ridge special is our people. We’re a team of professionals who value collaboration, expertise, continuous improvement, and doing work that matters. Whether working remotely or from one of our offices, our employees work together to solve complex problems, support our clients, and make a difference in the financial futures of millions of participants.

About Blue Ridge Associates

Blue Ridge Associates is a leading professional services firm specializing in third-party administration of Employee Stock Ownership Plans (ESOPs) and retirement plans, including 401(k), 403(b), cash balance, pension, and other qualified retirement plans.

Our client base spans the country, while our teams are located internationally across seven offices in the United States and two offices abroad, including Charlottesville, VA; Columbia, MD; Columbus, OH; Monrovia, CA; Riverside, CA; Maple Grove, MN; and Baxter, MN, as well as remote locations.

At Blue Ridge, you’ll have the opportunity to build your expertise, collaborate with talented professionals, and be part of a growing organization whose work helps people build financial security and share in the success of the companies they work for.

Join us in doing work that matters.

That’s Where You Come in as a Regional Vice President, Sales & Consulting.

Blue Ridge Associates is seeking a Regional Vice President, Sales & Consultant to sell Blue Ridge Associates retirement plan administration and consulting services.

The Regional Vice President will cultivate sales opportunities within their assigned territory selling through various Intermediary Sales Channels:  Advisors, RIA’s, Record Keepers, DCIO, Payroll consultants and other centers of influence within the retirement plan market space. The Regional Vice President will sell Blue Ridge’s 401(k), 403(b), ESOP, 457, NQDC, Defined Benefit Consulting and Administration Solutions through all distribution channels and market segments.

The Regional Vice President will establish themselves as a trusted resource pertaining to plan design consulting, retirement plan industry insights and practice management solutions. In addition to having an impact within their territory, our Regional Vice President will also provide value to their Blue Ridge team by sharing best practices and industry insights.

Regional Vice President Responsibilities:

Priority for this position will be to drive sales of Blue Ridge’s retirement plan administration and consulting services within their assigned geographic territory by utilizing all retirement plan distribution channels.

Responsibilities include, but are not limited to:

• Cultivate relationships with both existing and new retirement advisors across all distribution channels to promote Blue Ridge’s retirement solutions within their retirement advisory practice: traditional 401(k)/403(b) administration services, defined benefit/cash balance administration, ESOP, NQDC, 3(16) Fiduciary and administration consulting services
• These solutions will be sold through all financial intermediaries within the assigned territory
• Achieving top tier TPA market share with our focus firms within the assigned territory
• Demonstrate the ability to effectively position Blue Ridge Associates thought capital and various industry insights within various meeting formats: one-on-one meetings, Zooms, seminars, etc.
• Collaborate with the Blue Ridge Internal Sales Team, Plan Design Consultants, Installation and Service Team throughout the sales process
• Manage their territory rotation, advisor/record keeper segmentation and travel budget
• Demonstrate sound judgment when making decisions, and operate with discretion and integrity

What We’re Looking for in a Regional Vice President, Sales & Consultant

The Regional Vice President’s success will be driven by several factors such as, executing an impactful client segmentation strategy, effective territory rotation, utilizing a consultative sales approach when positioning Blue Ridge’s retirement consulting and administration services within the marketplace.

We’re looking for a sales leader who thrives on:

• Being client-obsessed
• Having exceptional social and communication skills
• Being able to think creatively and being comfortable making decisions to drive success in their territory
• Having strong independent thinking skills and being able to forge meaningful connections while working selflessly in a team environment
• Proficiency in facilitating impactful one-on-one meetings, public speaking seminars, virtual meetings and presentations (Zoom/Teams)
• Being coachable, collaborative, and having an agile mindset
• Being passionate about refining the following skillsets with your peers: “stand and deliver presentations”, “Best 5’s positioning”, networking events, etc.
• Being knowledgeable of industry-specific needs/trends, constraints, and opportunities within the retirement plan consulting space
• Being results-oriented and driven to succeed with a sense of urgency
• Exceeding established performance goals

Regional Vice President, Sales & Consultant Requirements

• Bachelor’s degree required
• 3+ years of sales experience with a proven track record. TPA or Retirement Record Keeping wholesaling experience a plus
• The ideal candidate will live near the major metro center of the territory
• Willingness to travel: 25-60% travel may be required within assigned territory
• Strong working knowledge of retirement plan services, recordkeeping and DCIO industry.
• Demonstrated experience in developing relationships with financial advisors, record keeper wholesalers and centers of influence
• Possesses strong presentation, facilitation and time management skills.
• Retirement industry credentials preferred (QKA, CPFA, CPFC, CLU, ChFC) or the ability to obtain.

Why You’ll Love Working Here as a Regional Vice President

You’ll join a company that values hard work, supports each other, and believes in doing work that matters.

We offer:

• Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
• 401(k) with company match + HSA with company contribution
• Generous PTO for parental leave, vacation, and holiday time
• Support for certifications, association dues, and professional development
• A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities

Join Us as We Build Wealth for Generations

Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy.

We live by our values every day:

• Precision – Accurate records, timely and error-free service
• Efficacy – Ensuring compliance and guiding clients toward retirement readiness
• Advocacy – Supporting regulatory changes that benefit employers and employees
• Collaboration – Trusted partners to clients, advisors, and teammates
• Excellence – Proactive, personalized, high-touch service in all we do

This is more than a job. It’s your opportunity to build a meaningful career while helping others build financial security for life.

Apply now and make a career out of making a difference!

Equal Opportunity Employer

Must be authorized to work in the US.

How to Apply

Apply Now

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