401GO · 21 hours ago
Regional Vice President Financial Advisor Channel
Utah, United States
Full-time
Hybrid
Mid, Senior Level
7+ years exp401GO is a fast-growing fintech start-up reinventing retirement with their advanced automated retirement platform. The Regional VP will drive retirement plan sales growth by partnering with financial advisors and supporting their efforts to win new business through effective relationship management and strategic sales planning.
Financial ServicesProfessional ServicesSmall and Medium BusinessesSoftware
Responsibilities
Build, grow, and strengthen relationships with financial advisors, leveraging your relationship management expertise to deepen engagement and drive results
Identify and pursue new business opportunities within the financial advisor community
Demonstrate a strong understanding of the retirement plan space and effectively communicate our value proposition to prospective partners
Educate advisors on opportunities for growth in the retirement plan market — including plan design, pricing strategies, and business development approaches
Conduct live demos of the company’s platform and provide an overview of 401GO’s products and services
Clearly articulate 401GO’s competitive advantages and value proposition within the marketplace
Collaborate closely with the Marketing team to enhance value for both new and existing advisor relationships
Represent 401GO at sponsorships, conferences, and speaking engagements as needed
Stay current on industry trends, competitor activity, regulatory developments, and emerging retirement solutions
Develop and execute strategic sales plans to achieve revenue goals and expand market presence, including tailored go-to-market strategies for each partner segment
Qualification
Required
7+ years of experience in working with financial advisors and fee based advisors (RIA)
Qualified Retirement plan knowledge
Strong communication, negotiation, and interpersonal skills, be self-driven, and focused on growth while building lasting relationships with a consultative approach
Ability to navigate new systems and learn quickly
Exceptional communication and interpersonal skills to engage with clients at the C-suite level and other key decision-makers
Ability to identify operational inefficiencies, manage conflict, and resolve issues that arise within the region
Examples of meeting and exceeding sales targets, measured by the number of plans closed and revenue generated from each deal
Work closely with internal teams, including marketing, product development, and customer service, to ensure seamless collaboration and client satisfaction
Preferred
Strong communication, negotiation, and presentation skills
Financial and/or Retirement designations (AIF, CFP, QKA, CPRC, QKC)
Lives in specific territory
Prior start-up experience
Live in specific territory
Benefits
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.
Company
401GO
401GO administers 401(k) plans for business of all sizes and helps them to run their business smoothly.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$47MKey Investors
Centana Growth PartnersNEXT Frontier CapitalImpression Ventures
2025-12-09Series B· $33M
2024-04-23Series A· $12M
2021-08-17Seed· $2M
Leadership Team
Daniel Beck
Co-Founder | CEO
Nathan Beck
Co-Founder and CTO
Recent News
alleywatch.com
2025-12-16
vcnewsdaily.com
2025-12-12
2025-12-12
Company data provided by crunchbase