Producing Account Manager

Producing Account Manager | Retirement Plan Consulting / 401(k) Consulting & Investment Advisory

• Are you an expert in workplace savings programs who is tired of waiting for someone else to hand you leads? Do
• you thrive in a highly accountable environment? Do you have an entrepreneurial spirit? Then read on.

• About LoVasco
• LoVasco's Retirement Plan Consulting Group serves as the outsourced Chief Retirement Officer (CRO) to mid-
• sized employers. We help 401(k) and 403(b) plan sponsors manage their fiduciary duties and provide their
• employees access to quality, unbiased financial guidance. We are an energetic, growing firm that values our
• commitment to taking care of the people you care about.
• Located in downtown Detroit, LoVasco hires team members with a shared passion for accountability, extreme
• ownership, and an overall getting-things-done attitude. We've found this translates into a level of client service
• and work environment unmatched by our competitors.

• Job Summary
• The Producing Account Manager is a business development role first and an account leadership/management
• role second. Your primary accountability is originating new retirement plan consulting relationships — finding
• them, opening them, and closing them alongside our senior consultants. Your secondary accountability is
• leading a growing book of 401(k), 403(b), and pension clients through our fiduciary governance process.
• We want to be direct about the bar, because it is the single most important thing to understand about this
• opportunity: if the person in this seat cannot generate their own opportunities, the role has failed. Servicing
• accounts well is necessary but not sufficient. We already have an outstanding consulting team; what we are
• hiring for is someone who can feed it.
• This role is directly accountable to the managing director of our Retirement Plan Consulting team. You will be
• mentored by two senior consultants and supported by an analyst and software engineer responsible for report
• generation, investment research and analysis, and overall support of our consulting process.

• Job Responsibilities
• •Originate New Business: Own a personal new business goal. Build and work a prospect list, run your own
• outreach, cultivate centers of influence, and convert relationships into retirement plan consulting
• engagements. Expect this to occupy the majority of your time in years one and two.
• •Participate in the Sales Process: Partner with our senior consultants and firm leadership on finalist
• presentations, RFP responses, fee and fiduciary discussions, and the full new business cycle — first as a
• wingman, then as the lead.
• •Lead Client Accounts: Take responsibility for an assigned book of clients and lead them through LoVasco’s
• ongoing fiduciary governance process, including quarterly investment reviews, plan design optimization,
• operational audits, ERISA compliance resolution, and quarterbacking day-to-day projects on behalf of our
• clients.
• •Grow the Book: Expand each relationship you own — additional services, cross sell employee benefits, and
• master the referral ask process.

• How Success Is Measured
• •New business originated — an agreed annual revenue target, with a defined ramp in year one
• •Self-sourced first meetings and pipeline created, reviewed weekly in our sales L10
• •Retention and satisfaction across the accounts you lead
• •Progression toward full account leadership on the relationships you originate

• About You
• People who thrive in this position:
• •Are comfortable owning a number and being measured against it
• •Possess an entrepreneurial spirit and are driven to grow professionally and personally
• •Are a connector of people. You enjoy engaging with people, cultivate positive relationships, and bring a
• robust existing network
• •Are naturally curious, interested in new ideas, absorbing information, curious about many topics
• •Love organization and project management; find satisfaction in creating structure out of ambiguity
• •Have a heart of a servant and are always looking for opportunities to help
• •Value effective communication and believe that words matter and take pride in written and verbal
• communication skills
• •Are process-oriented, with knowledge of or willingness to learn the Entrepreneurial Operating System (EOS)
• and David Allen’s Getting Things Done (GTD) principles to manage long-term goals and daily projects and
• tasks in Asana, our project management system
• Education, Training, and Experience
• •Bachelor's degree in business administration, accounting, finance, economics, communications, or a related
• field, or commensurate work experience
• •Three or more years of experience in retirement plan consulting, workplace retirement sales, wealth
• management, or a closely related financial services role
• •Demonstrated ability to develop relationships that turn into revenue — candidates should be prepared to
• speak specifically to business they personally sourced
• •Required licenses include the Series 7 and either a Series 66 or the combination of a Series 63 and Series 65
• •Current holder of, or willingness to pursue, industry designations such as CPFA, AIF, or other ASPPA
• designations
• •Candidates from adjacent disciplines will be considered where the business development track
• record is clear

• Compensation
• This role begins with a salary commensurate with experience, plus an incentive structure weighted toward new
• business origination and supported by bonus incentives designed to encourage client retention and growth. The
• model is built to provide substantial upside for an entrepreneurial-minded individual who produces.

• Benefits
• •Medical insurance, including Health Savings Account options
• •Dental insurance
• •Vision insurance
• •401(k) plan and company match
• •Employer-paid life insurance
• •Employer-paid short-term and long-term disability insurance
• •Flexible spending account
• •Generous paid time off
• •Paid parental leave
• •Summer Friday hours
• •Professional development assistance
• •Volunteer days with local charity
• •Team building events and outings

• A Member Firm of M Financial Group. Securities and Investment Advisory Services offered through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment
• Advisor. Member FINRA/SIPC. LoVasco is independently owned and operated.