The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive.
The Sales Enablement Specialist will work directly with 4-5 partner-level financial advisors to generate new sales opportunities, support a longer-cycle retirement plan and wealth management sales process, nurture existing client relationships, and create client-facing presentations and materials.
This role is highly task- and project-oriented, with a strong focus on pipeline management, scheduling, data integrity, and coordination rather than direct outbound sales calls. The ideal candidate is flexible to changing business needs within an entrepreneurial environment and comfortable managing multiple, and sometimes conflicting, priorities across advisors and books of business.
PRIMARY RESPONSIBILITIES:
* Support 4-5 partner financial advisors with day-to-day sales enablement, client service coordination, and follow-up activities across retirement plan and wealth management relationships.
* Act as a central point of coordination for tasks, deadlines, and documentation among advisors, internal teams, and external partners.
* Maintain and manage detailed pipelines of retirement plan and financial services opportunities, documenting meaningful activity and tracking results throughout the longer sales cycle. Regularly update opportunity stages, next steps, and probability/forecast fields so advisors have a clear, real-time view of their books of business.
* Identify new leads that fit the target retirement plan and financial services prospect profile, leveraging internal data, external databases, Form 5500 filings, and other research tools rather than cold calling.
* Support execution of top-of-the-funnel lead generation activities via email, digital campaigns, social media, and centers of influence, ensuring all outreach is compliant with licensing and regulatory requirements.
* Coordinate and schedule client and prospect meetings, reviews, webinars, and internal strategy sessions across multiple advisor calendars and stakeholders.
* Apply strong prioritization and time management skills to balance competing requests and deadlines in a fast-paced environment.
* Create compelling content and execute drip campaigns to targeted companies and plan sponsors that fit the firm's "ideal client profile."
* Help coordinate and plan webinars and in-person educational events for existing clients, prospects, and centers of influence, including logistics, registrations, reminders, and follow-up.
* Gather, organize, and maintain plan and participant data (including Form 5500 information and related documents) to support plan reviews, benchmarking, and proposal development.
* Summarize key findings and prepare clean, advisor-ready materials that can be shared with clients and prospects.
* Perform accurate, timely data entry in Stratus and related firm systems to ensure complete and compliant records of clients, prospects, activities, and plan information.
* Adopt and utilize CRM and enablement tools (e.g., Salesforce, HubSpot, ZoomInfo, and other firm-approved platforms) to log activity, segment lists, and report on pipeline performance.
* Create unique and creative content (presentations, proposals, summary decks, follow-up emails) to communicate proposed retirement plan and wealth solutions to prospects and clients.
* Ensure all materials are accurate, on-brand, compliant, and tailored to the specific needs of each plan sponsor or client.
* Work with a mentor and participate in team meetings to review sales activities/results, market trends, and company goals, and to continuously improve advisor support practices.
* Develop a broad understanding of the retirement plan and financial services industry, internal procedures, provider products, firm services, and lead qualification standards.
KNOWLEDGE, SKILLS & ABILITIES:
* Excellent written and verbal communication and presentation skills, with the ability to translate technical retirement and financial concepts into clear client-facing messages.
* Ability to clearly articulate value, influence others, and motivate action on behalf of advisors and clients, even without direct sales responsibility.
* Strong time management skills and the ability to coordinate calendars, tasks, and deliverables across multiple advisors and stakeholders while managing competing priorities.
* High attention to detail and accuracy in data entry, documentation, and pipeline tracking within Stratus, CRM, and other firm systems.
* Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
* Ability to learn and effectively use any other appropriate program or software system used by the firm as necessary (e.g., Stratus, CRM platforms, marketing automation tools).
* Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture and client-first mindset.
EDUCATION & EXPERIENCE:
* High school diploma required; Bachelor's degree preferred.
* 2+ years of relevant experience in financial services, retirement plans, insurance, sales support, or customer service required; experience supporting advisors or relationship managers strongly preferred.
* Certification(s): None required; relevant industry coursework or designations are a plus but not required.
* License(s): None required for this role (no direct outbound calling or licensed advice responsibilities).
OTHER:
* Comfortable working in a fast-paced, multi-tasking environment with shifting priorities and deadlines.
* Collaborative, proactive, and eager to support partner advisors in growing and retaining retirement plan and wealth management relationships.
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
Compensation starts at $66,500 annually and is negotiable at the time of offer.
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
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