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Retirement Services Operations / Sales Leader

Investment Advisory Firm

in Bellingham WA


Looking to add an experienced leader to:

  • Oversee retirement plan operations team and ensure their success with day-to-day operational tasks.
  • Delegate to sales staff and focus their efforts on targeted markets, events, conferences, etc. 
  • Set broad goals for the growth of the product and design initiatives to reach those goals.
  • Analyze and track results and make recommendations for process improvements.

Candidate requirements:

  • Bachelor's degree.
  • Minimum of 5 years of plan administration or plan sales experience with minimum of 2 years executive leadership experience.
  • Demonstrated ability to work collaboratively and communicate effectively.
  • Currently hold and/or can obtain FINRA SIE, Series 7 and 66 licenses within first six months of employment.
  • Currently hold and/or can obtain relevant NAPA or ASPPA credentials (e.g. QKA, QPA, AIF, or CPC). 

How to Apply

Send qualified resumes to

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