Sapers & Wallack is a comprehensive independent financial service firm.  Our offerings include: wealth management, retirement plan, employee benefits and insurance advisory services and we have been delivering creative and customized solutions since 1932. With 100 years of experience and stability, large corporations, non-profits, venture-backed and private equity portfolio companies, family-owned businesses and individuals alike appreciate the company’s ability to deliver innovative, cost-effective solutions through a thoughtful, customized consultative approach. Now stewarded by the third generation, Aviva Sapers, this growing, woman led financial services firm is looking to expand their reputation as the leading financial and benefits advisor to businesses and high net worth individuals in New England and beyond!

Purpose of Retirement Plan Division:

The Retirement Plan Division of the firm provides Comprehensive Plan Design, Fiduciary Investment Reviews, Fee Benchmarking, Fiduciary Governance, ERISA Consulting, Participant Communication and Education.

Purpose of this Role:

As the Vice President of the Corporate Retirement Plan Division, you will be responsible for the overall leadership, growth, and profitability of the division. Your focus will be on driving business development, growing the firm’s corporate retirement plan client base, and ensuring exceptional service delivery to existing clients. This role requires a strategic leader with the ability to attract new business, build and manage a high-performing team, and foster strong client relationships.

Responsibilities:

  • Lead the corporate retirement plan division with a focus on growing the practice and bringing in new corporate retirement plan clients.
  • Develop and implement a business development strategy aimed at expanding our footprint within the corporate retirement plan market.
  • Build and maintain strong relationships with new and existing clients to ensure satisfaction, retention, and long-term profitability.
  • Collaborate with internal teams to deliver comprehensive and customized retirement plan solutions to clients, including plan design, fiduciary reviews, and employee education.
  • Serve as a subject matter expert for retirement plans, keeping up to date with legislative and industry trends that impact plan sponsors.
  • Oversee and guide the retirement consulting team to ensure high-quality service delivery, including plan performance reviews, cost analysis, and participant education programs.
  • Represent the firm at client meetings, retirement plan committee presentations, and industry conferences to maintain thought leadership and visibility in the market.
  • Ensure adherence to best practices in fiduciary governance and plan administration.
  • Manage the division’s P&L, budget, and financial performance.
  • Coordinate with the marketing team to develop targeted campaigns aimed at generating new business leads.
  • Provide mentorship and professional development opportunities for the retirement consulting team.

Requirements

1. Bachelor’s degree required.

2. NASD Series 65 or 66 required.

3. NASD Series 6 or 7 & 63 preferred.

4. Retirement consulting designations (e.g., AIF, CRPS, CPC, QPA) highly preferred.

5. Strong background in corporate retirement plans, including Defined Contribution, Defined Benefit, and Non-Qualified Deferred Compensation plans.

6. Proven track record in business development and client relationship management.

7. Excellent leadership, negotiation, and strategic planning skills.

8. Proficiency in Microsoft Office; Salesforce and other CRM experience a plus.

9. 10+ years of relevant retirement plan industry experience with a focus on sales and business growth.

10. Experience presenting to and advising plan committees.

Employee Location – Hybrid:
This role will be a hybrid work-from-home and in-office role based at our Newton, MA location. We believe in the efficiencies of the work-from-home model as well as the team building, learning, and camaraderie that come with the in-office experience.

Equality is a Core Value at Sapers & Wallack:
We strive to create a workplace that reflects the communities we serve and where everyone feels empowered to bring their full, authentic selves to work. As a third-generation, woman-led company, we know that a diverse team will lead to more innovative ideas and position our workplace and surrounding community for success. Creating a diverse and equal culture is paramount to us to make our community a safe and thriving environment for us all to live in.

Sapers & Wallack is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law.

What Benefits Do We Offer?
We offer a competitive and flexible package designed to help you make the most of your life at work and at home and provide our illustrious team with benefits in the following areas: Health, Dental, Vision, Life, Short Term Disability, Long Term Disability, Long Term Care, Flexible Spending Accounts, Dependent Spending Accounts, Health Savings Accounts, 401(k) Pre-tax and Roth Plans, 401(k) Profit Sharing Contributions, Employee Assistance Programs, Education Development, Financial Wellness Programs, Incentive Bonuses, Paid Time Off, and more!

Employee Location – Hybrid:

This role will be a hybrid work from home and in office role in our Newton, MA location. We believe in the efficiencies of the work from home model as well as the team building, learning and camaraderie you get with the in-office experience.

Equality is a Core Value at Sapers & Wallack:

We strive to create a workplace that reflects the communities we serve and where everyone feels empowered to bring their full, authentic selves to work.  Together, we believe businesses can be powerful platforms for social change.  As a third-generation woman led company, we know that a diverse team will lead to more innovative ideas and position our workplace and surrounding community for success.

Sapers & Wallack is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law.

What Benefits Do We Offer?

We offer a competitive and flexible package designed to help you make the most of your life at work and at home and provide our illustrious team with benefits in the following areas: Health, Dental, Vision, Life, Short Term Disability, Long Term Disability, Long Term Care, Flexible Spending Accounts, Dependant Spending Accounts, Health Savings Accounts, 401(k) Pre-tax and Roth Plans, 401(k) Profit Sharing Contributions, Employee Assistance Programs, Education Development, Financial Wellness Programs, Incentive Bonuses, Paid Time Off and more!

About Sapers & Wallack

Sapers & Wallack is a comprehensive wealth management, benefits and insurance services firm that has been delivering innovative, cost-effective solutions to clients since 1932. With over 80 years of experience, stability, and growth, Fortune 500 corporations, non-profits, venture-backed and private equity portfolio companies, family-owned businesses, and individuals alike appreciate the company’s ability to deliver innovative, cost-effective solutions through a thoughtful, customized consultative approach. Now stewarded by the third generation of founding families, this boutique firm is looking for continued growth as they expand and solidify their reputation as the leading financial and benefits advisor to business and high net worth individuals in the New England Market.