Regional Vice President, Retirement Sales

Job Title: Regional Vice President, Retirement Sales Location: Remote (Multiple Territories) Department: Sales Reports To: Chief Executive Officer or Head of Advisor Sales

Position Summary WealthPlus is a comprehensive workplace solution that’s reimagining the modern benefit stack. We bring simplicity, flexibility, and clarity to employee financial wellness and plan management through a single, unified platform. Our all-in-one solution empowers organizations to build customized benefit programs tailored to their unique goals. With seamless single sign-on and an integrated experience, managing plans, participants, and accounts becomes streamlined and efficient. At WealthPlus, we’re redefining how organizations and individuals think about workplace benefits— making the future of financial wellness more accessible, transparent, and personal. Join a dynamic team that is shaping the future of wealth and workplace technology! The Regional Vice President, Retirement Sales will be responsible for driving retirement plan sales growth within an assigned territory by developing and expanding relationships with financial advisors, TPAs, DCIO partners, and other key intermediaries. This senior sales role will represent the WealthPlus platform in the market, helping partners evaluate retirement plan opportunities, position the appropriate solution, and win new business. This role is ideal for a high-performing retirement sales professional who combines strong industry knowledge with a consultative, relationship-driven approach. The Regional Vice President will work closely with internal sales, product, operations, implementations, and leadership to support new business development, partner engagement, and retention efforts across the WealthPlus ecosystem. Experience in retirement plan sales, recordkeeping, ERISA, plan design, and advisor distribution is strongly preferred.