401GO · 15 hours ago
Regional Relationship Manager
Sandy, UT
Full-time
Onsite
Mid Level
3+ years exp401GO is a fast-growing fintech start-up reinventing retirement with an advanced, fully automated platform. The Regional Relationship Manager will manage advisory firms and individual advisors, driving growth and engagement within an assigned territory.
Financial ServicesProfessional ServicesSmall and Medium BusinessesSoftware
Responsibilities
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
Qualification
Required
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
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