Chris J. Helms, Cfp®, Cima®, Crps® Email & Phone Number

Boston, MA, US

San Diego, CA, US

• Responsible for growing fee-based retirement plan sales and in-house 3(38) solution adoption among Cetera network advisors in the Northeast
• Help advisors of all experience levels 1) develop prospecting strategies, 2) grow their retirement plan business, and 3) increase efficiencies/refine service models within their practices
• Devise segment-specific and top-down marketing tactics for Cetera's advisory programs, and consult with advisors on which services are most applicable given their – and the plan sponsor’s – needs and goals
• Stay at the cutting edge of industry trends and regulatory changes in order to best equip our advisors with the most relevant guidance and solutions recommendations
• Maintain close relationships with record keeper wholesalers and national account managers

Washington, DC, US

Boston, Massachusetts, US

• Developed strong relationships with top-producing retirement-focused advisors and teams, growing the Northeast territory at Columbia Threadneedle into a top performer at the company o Ranked second in gross sales in.
• Partnered with centers of influence across the industry – record keepers, TPAs, practice management experts, regulatory and legislative authorities, etc. – to provide additional value to our clients beyond product
• Served as de facto national accounts coverage for several of the territory’s larger RIA clients that didn’t have a dedicated relationship manager o Recommended solutions for addition to platforms; Took ownership of RFP.
• Experience consulting with defined-benefit plan providers and selling into the DB consultant market o Work with plan consultant, CFO, and other board members to diagnose the current status of the plan, understand the.

Boston, Massachusetts, US

• Actively recruited, interviewed, and hired 10 internal wholesalers in my time in the role
• Developed sales and retention campaigns, implemented client segmentation strategies, and drove commercial viability product focus efforts while ensuring execution of top-down firm initiatives
• Provided ongoing coaching and worked with team members on development plans to ensure we were delivering the firm adequately
• Spearheaded several important sales organization initiatives including revamping the sales desk training curriculum and rolling out various competitive reporting systems

Boston, Massachusetts, US

• Improved sales results each year in the territory while also exceeding firm initiatives of growing million-dollar and multi-product producers
• As a Senior Regional Sales Director, took on additional responsibilities where possible: o Served as a National Account liaison primarily supporting the Merrill Lynch relationship o Served as supervisor for sales desk.

Boston, MA, US

• Assisted clients with their retail accounts by providing descriptions of account features, leading high-level guidance conversations, and executing efficient and accurate trades

New York, NY, US

• Provided extensive defined contribution and defined benefit retirement plan information to participants from various backgrounds in a fast-paced service center environment

Bachelor'S Degree, English, Psychology, Economics

Diploma