Senior Regional Vice President

Location: San Diego
Posted on: June 23, 2025

Job Description:

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals. We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future. Role Summary: We are seeking a dynamic and experienced Senior Regional Vice President to lead our Retirement Services business in the Western Region. The Senior Regional Vice President will drive sales strategy, build strong client relationships, and oversee regional growth of retirement plan solutions including 401(k), 403(b), and other defined contribution/defined benefit plans. This is a strategic leadership role that requires a deep understanding of retirement plan services, regulatory environment, and sales distribution channels. Responsibilities: Lead regional sales and business development efforts for retirement plan services. Develop and execute a strategic territory plan to exceed sales targets and drive growth of retirement plan assets. Conduct regular meetings, presentations, and training sessions to promote retirement products and services. Manage and grow a team of retirement plan wholesalers, relationship managers, and support staff. Develop and execute regional growth strategies aligned with company goals. Monitor market trends and competitor activity to identify opportunities and risks. Deliver performance updates and insights to executive leadership. Participate in national sales meetings, regional events, and industry conferences. Ensure compliance with all regulatory requirements related to retirement services Build and maintain relationships with plan sponsors. Required Qualifications: 10 years of experience in the retirement services or financial services industry. Proven track record in sales leadership, strategic planning, and team development. In-depth knowledge of qualified retirement plans (401(k), 403(b), DB plans, etc.). Strong interpersonal, communication, and negotiation skills. Willingness to travel regionally approximately 40% Familiarity with recordkeeping platforms and retirement plan administration. Active FINRA licenses, SIE, 6, 26, 63, and State, Life & Health insurance licenses (in all states covered) or must obtain within the first 180 days of employment Valid driver’s license Preferred Qualifications: Bachelor’s degree in business, Finance, or related field (Master’s or MBA preferred). Proven track record of meeting or exceeding sales goals in a regional or national sales role. What we offer you: Competitive base salary Annual Bonus Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment 401K Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions. Parental Leave: 8 weeks fully paid Paid time off: 28 days plus two floating personal holidays The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for an annual bonus, whereby total compensation may exceed this range depending on individual and / or company performance. Base Salary Range: $175,000 - $250,000 annual bonus Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.

Keywords: , San Diego , Senior Regional Vice President, Sales , San Diego, California