Senior Advisor of Plan Solutions jobs in United States
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401GO · 21 hours ago

Senior Advisor of Plan Solutions

positionSandy, UT
timeFull-time
remoteHybrid
senioritySenior Level
date7+ years exp

401GO is a fast-growing fintech start-up that is reinventing retirement through its advanced automated retirement platform. The Senior Advisor of Plan Solutions leads a team focused on driving sales and asset growth within the Financial Advisor and HCM channels while coaching talent and implementing sales strategies.

Financial ServicesProfessional ServicesSmall and Medium BusinessesSoftware

Responsibilities

Set activity expectations, sales targets, and performance goals; monitor results and provide regular feedback
Build a culture of accountability, collaboration, and continuous improvement
10% traveling when needed from the National Account Manager (NAM) and/or Regional Relationship Manager
Coordinate training for new product launches, regulatory changes, and retirement industry trends
Team based environment in making sure for optimal collaboration, KPIs and hitting monthly and quarterly numbers
Track and report key performance indicators including call activities, pipeline metrics, asset flows, conversion rates, and partner engagements
Being able to use, leverage CRM tools to create reports, analysis and show trends to the CRO
Work closely with the Relationship Management team, the National Account Manager and Channel Manager to drive proper expectations

Qualification

Financial designationsRetirement industry knowledgeLeadership skillsCRM tools proficiencyCoaching skillsProactive mindsetSales strategy implementationCommunication skillsMotivational skillsTeam collaboration

Required

Prior start-up experience
Financial and/or Retirement designations (AIF, CFP, QKA, CPRC, QKC)
Strong leadership presence with the ability to inspire and develop talent
High energy, proactive mindset, and results orientation
Excellent communication, coaching, and motivational skills
Must have deep knowledge of the retirement space and the HCM and FA channel
7-10+ years of experience

Benefits

A standout 401(k) plan (naturally!).
Generous stock options—share in our growth and success.
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

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401GO administers 401(k) plans for business of all sizes and helps them to run their business smoothly.
dateFounded in 2019
location
West Jordan, Utah, USA
people-size51-200 employees
web-link
https://401go.com

Funding

Current Stage
Growth Stage
Total Funding
$47M
Key Investors
Centana Growth PartnersNEXT Frontier CapitalImpression Ventures
2025-12-09Series B· $33M
2024-04-23Series A· $12M
2021-08-17Seed· $2M

Leadership Team

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Daniel Beck
Co-Founder | CEO
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Nathan Beck
Co-Founder and CTO
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Recent News

alleywatch.com
The Weekly Notable Startup Funding Report: 12/15/25
2025-12-16
vcnewsdaily.com
SANDY, UT, 401GO, a fully-owned 401(k) platform, announced $33 million in Series B funding.
2025-12-12
Venture Capital
401GO Secures $45M in Series B Funding to Revolutionize 401(k) Plans
2025-12-12
Company data provided by crunchbase