The Senior Financial Advisor Director is responsible for developing, implementing and driving the Retirement/Financial Advisor strategy towards Paycor's strategic objectives. He or she will be responsible for creating and executing the plan of identifying, building and growing targeted Financial Advisor relationships., in addition to leading a team of Channel Directors. In addition, he or she will enable, educate and help develop Sales Leaders, Sales Associates and supporting teams in order to produce target revenue results. This role will be responsible for identifying and growing key national Retirement firms at an executive level that will cascade to corresponding office locations in each region. He or she will leverage cross functional resources such as Sales Learning and Development, Marketing, Sales Operations and Product to help coordinate Financial Advisor specific initiatives throughout the country. Travel required: 50%.

• Establish sales expectations and metrics to hold field sales accountable each week.
• Align territory based on data-driven insight to determine number of Financial Advisors per sales associate and sales manager based on referring history and opportunity.
• Work with Sales Operations to create necessary reporting and dashboards to use on a regular cadence.
• Develop, drive and execute strategic programs to achieve Financial Advisor Channel goals through top down partnerships with national and regional Financial Advisor firms.
• Develop and manage key relationships national Financial Advisor partner firms and corresponding offices.
• Create and execute an internal and external incentive program to drive Financial Advisor revenue. • Design, manage and grow Paycor’s Financial Advisor Partner Loyalty Program • Develop resources and technology specific to Financial Advisors
• • Collaborate with marketing to develop partner specific campaigns, events, CPE webinars and thought leadership • Collaborate with learning and development team to create and deliver training for sales leaders and sellers, enabling them to drive success with Financial Advisor partners.
• Establish communication and direction to channel directors and field sales to educate and hold accountable to program and initiatives
• Work with Sales Learning to help drive Best-in-class trainings
• Help coach sales leaders and sellers through in-market visits, training, field rides and subject matter support.
• Set and track annual bookings and activity goals for channel directors, sales leaders and sales.

• We value your well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.
• We value your time: From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best.
• We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.
• We value your perspective: Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard.
• We value our communities: We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about.

Not sure if you meet every requirement?

At Paychex, we know that great talent comes in many forms. If you're passionate about the role but don't check every box, we still encourage you to apply. You might be the right fit - either for this position or another opportunity with us.

Paychex is an equal opportunity employer that fosters a workplace culture of Diversity, Equity, & Inclusion. Our valued employees and commitment to DEI are the essence of our internal and external success.