Regional Relationship Manager

LocationSandy, UT**Role: Regional Relationship Manager****Job Type:** Full-time**Reports to:** Director of Sales**Travel:** Up to 30% which also includes attending various conferences and/or partner eventsThe Regional Relationship Manager manages advisory firms, accounts, and individual advisors within an assigned territory, driving growth, engagement, and satisfaction.**What You’ll Be Doing:*** Build and maintain relationships with advisory firms and individual advisors in the assigned territory.* Serve as the primary point of contact for existing advisor relationships and firm-level engagement.* Drive advisor education and training on 401GO products, processes, technology, and sales tools.* Manage territory pipeline, including recruiting new advisors, developing new plan opportunities, and increasing wallet share.* Coordinate with Partner Support to set up investment lineups (3(38) support) and pricing configurations for advisors.* Partner with Inside Sales to ensure lead follow-up, advisor activation, and efficient movement of opportunities.* Conduct regular, structured reviews with advisory firms and advisors to assess the health of the firm, advisor group, and overall territory; identify risks, opportunities, and engagement trends.* Support National Account Managers on national or multi-territory firms as assigned.* Manage only advisors or firms with three (3) or more active 401(k) plans; advisors with fewer than three plans are supported directly by Inside Sales.**What You Bring:*** 3–5+ years in advisory channel sales, account management, or practice consulting.* Strong consultative sales and relationship-building skills.* Territory management and pipeline development experience.* HubSpot experience or willingness to adopt and master HubSpot CRM.At 401GO, we’re not just changing retirement—we’re reinventing it. As a fast-growing fintech start-up, we’ve built the world’s most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You’ll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If you’re ready to challenge the status quo and be part of something big, 401GO is the place to grow your career.**What We Offer*** A standout 401(k) plan (naturally!).* Generous stock options—share in our growth and success.* Flexible work environment—choose where you’re most productive.* Excellent benefits, including medical, dental, and vision.* Flexible hours—because great work doesn’t always happen 9–5.* Plenty of PTO—we value work-life balance.* A fully stocked kitchen when you’re in the office.At 401GO, we invest in our people just as much as we invest in helping Americans secure their financial future.We are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non-discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and/or gender nonconformity) sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law.# Location #J-18808-Ljbffr