Director of Client Relationships

Director of Client Relationships 

Do not wait to apply after reading this description a high application volume is expected for this opportunity.
Remote | Minimum 5 days per month in person
Who We Are alooola® helps physicians and corporate employees manage their entire financial picture in one place: investments, retirement planning, spending, and insurance. We pair a modern mobile app with real advisory expertise. We’re backed by Glen Eagle, a 30-year-old advisory firm with over $1B in assets under management. We’re privately held, profitable, and have no outside investors. alooola currently manages $65M in assets and is growing quickly.
What You’ll Do This is a relationship-first role with a business development engine behind it. You’ll serve as the main point of contact for an established client base while growing our corporate retirement plan (401(k)) business nationwide.
Your first 90 days
Take ownership of 150 to 200 existing client relationships and set up calls or Zoom meetings with each over the coming yearVisit 5 to 8 corporate 401(k) clients in person to review their plans with leadershipConnect with plan participants to help them fine-tune their retirement allocations and reach other financial goalsBegin building a nationwide pipeline of companies that could benefit from a 401(k) fee review
Ongoing
Lead the full sales cycle, from prospecting and first conversations through fee review, proposal, close, and handoff to our plan design and onboarding teamMeet with clients and plan participants, virtually and in personPartner with our advisory and plan design team to make sure every proposal is one we can deliver onKeep client notes, tasks, and your pipeline organized in our CRM
What You Bring
Experience selling to small and mid-sized businesses, ideally in retirement plans, group benefits, payroll, or another B2B financial or insurance spaceA consultative approach. Our sale is “let us show you the math,” and the goal is a long-term relationshipConfidence representing the company in person, whether that’s a boardroom or a conference floor Strong organization and follow-throughResilience when a deal doesn’t landClear communication, a strong work ethic, and high integritySelf-motivation and comfort working independently
Bonus Points
Experience with 401(k)/403(b) plans, PEO, payroll, or group benefitsRelationships with CPAs, benefits consultants, or attorneysFamiliarity with medical or professional practicesSeries 65, or willingness to obtain itBackground in a regulated industry (RIA, broker-dealer, insurance)Experience with Redtail CRM
How We Work
Remote, with a minimum of 5 days per month in person at our Kingston, NJ office (near Princeton) or visiting clientsInformal, high-trust culture. We share wins and flag roadblocks as they come up
Compensation & Benefits
Base salary: $75,000Bonus based on the assets of the clients you serve and new assets you bring inYear 1 on-target earnings (OTE): $85,000 to $100,000Year 3 OTE potential: $120,000 to $150,000Benefits include health insurance, 401(k), paid time off, and paid holidays
Is This You? If you love building trust quickly, enjoy being in front of clients, and want to help shape a growing fintech-backed advisory firm, we’d love to hear from you.
No recruiters or staffing agencies, please. We’ll share all updates by email, so please, no phone calls or status inquiries. xzbcwsv
alooola is an equal opportunity employer.