Job Description

Job Description

Director of Client Relationships  

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Remote | Minimum 5 days per month in person

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Who We Are  

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alooola® helps physicians and corporate employees manage their entire financial picture in one place: investments, retirement planning, spending, and insurance. We pair a modern mobile app with real advisory expertise. We’re backed by Glen Eagle, a 30-year-old advisory firm with over $1B in assets under management. We’re privately held, profitable, and have no outside investors. alooola currently manages $65M in assets and is growing quickly.

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What You’ll Do  

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This is a relationship-first role with a business development engine behind it. You’ll serve as the main point of contact for an established client base while growing our corporate retirement plan (401(k)) business nationwide.

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Your first 90 days

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• Take ownership of 150 to 200 existing client relationships and set up calls or Zoom meetings with each over the coming year
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• Visit 5 to 8 corporate 401(k) clients in person to review their plans with leadership
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• Connect with plan participants to help them fine-tune their retirement allocations and reach other financial goals
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• Begin building a nationwide pipeline of companies that could benefit from a 401(k) fee review
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Ongoing

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• Lead the full sales cycle, from prospecting and first conversations through fee review, proposal, close, and handoff to our plan design and onboarding team
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• Meet with clients and plan participants, virtually and in person
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• Partner with our advisory and plan design team to make sure every proposal is one we can deliver on
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• Keep client notes, tasks, and your pipeline organized in our CRM
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What You Bring

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• Experience selling to small and mid-sized businesses, ideally in retirement plans, group benefits, payroll, or another B2B financial or insurance space
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• A consultative approach. Our sale is “let us show you the math,” and the goal is a long-term relationship
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• Confidence representing the company in person, whether that’s a boardroom or a conference floor 
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• Strong organization and follow-through
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• Resilience when a deal doesn’t land
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• Clear communication, a strong work ethic, and high integrity
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• Self-motivation and comfort working independently
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Bonus Points

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• Experience with 401(k)/403(b) plans, PEO, payroll, or group benefits
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• Relationships with CPAs, benefits consultants, or attorneys
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• Familiarity with medical or professional practices
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• Series 65, or willingness to obtain it
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• Background in a regulated industry (RIA, broker-dealer, insurance)
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• Experience with Redtail CRM
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How We Work

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• Remote, with a minimum of 5 days per month in person at our Kingston, NJ office (near Princeton) or visiting clients
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• Informal, high-trust culture. We share wins and flag roadblocks as they come up
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Compensation & Benefits

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• Base salary: $75,000
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• Bonus based on the assets of the clients you serve and new assets you bring in
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• Year 1 on-target earnings (OTE): $85,000 to $100,000
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• Year 3 OTE potential: $120,000 to $150,000
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• Benefits include health insurance, 401(k), paid time off, and paid holidays
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Is This You?  

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If you love building trust quickly, enjoy being in front of clients, and want to help shape a growing fintech-backed advisory firm, we’d love to hear from you.

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No recruiters or staffing agencies, please. We’ll share all updates by email, so please, no phone calls or status inquiries.

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alooola is an equal opportunity employer.

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