Jesse Taylor Email & Phone Number

Aliso Viejo, California, United States

Orange County, California, United States

As the AVP, Business Development for RPAG and Head of Innovation for PlanFees, I lead all sales and marketing efforts for the firm with responsibilities around organic growth, sales team integration and continued collaboration with advisors, institutions and service providers clients.I also work hand-in-hand with the RPAG Customer Success Team, ensuring all customers are onboarded, trained and serviced according to the RPAG Way. I have a special focus on using technology to build scale and profitability for retirement plan advisors of all sizes.

Orange County, California Area

I oversee all content and design for the firm’s various online, print and direct marketing campaigns. I also serve on the company’s executive committee for conferences and events. I plan, execute and speak at various company events, including the RPAG National Conference, Spring Summits and Technology Workshops that are attended by over 1,000 retirement industry experts annually. Retirement Plan Advisory Group (RPAG) is an industry leading practice management platform provider that over 1,000 advisors throughout that nation rely on for efficient systems, captivating solutions, and best in class training. Collectively RPAG advisors work with over 25,000 plan sponsor clients and $150 billion is assets under influence.

Orange County, California Area

Promoted to the firm's Director of Marketing across all brands and business lines, including RPAG and NFP Retirement and flexPATH Strategies. Oversaw department that handles events, marketing campaigns, digital and social media, as well as client communications.

Orange County, California Area

Promoted to the firm's Communications Manager across all brands and business lines, including RPAG and 401(k) Advisors (now NFP Retirement). Oversaw department that handles events, marketing campaigns, digital and social media, as well as client communications.

Orange County, California Area

Added responsibilities, including; proactive practice development, key relationship management, and RPAG conference and event planning

Orange County, California Area

Served as a primary relationship manager to retirement plan advisors during RPAG's early growth period. Expanded my responsibilities to include expansion of our firm's social media strategy, as well as developed our video training center.

Orange County, California Area

Served as a primary relationship manager to retirement plan advisors during RPAG's early growth period. I handled onborading, follow-up calls, and periodic practice management assessments of advisors who utilized RPAG's business management platform. I helped advisors get the most value out of the RPAG platform.

Orange County, California Area

PlanFees™ is an exciting, new fintech platform that lets retirement plan advisors Benchmark Better™ with accurate, on-demand and revealing fee benchmarking reports. This new platform is now available (as of February 2020) to retirement plan advisors and institutions throughout the industry!

Orange County, California Area

I oversee all content and design for the firm’s various online, print and direct marketing campaigns. I also serve on the company’s executive committee for conferences and events. I plan, execute and speak at various company events, including the RPAG National Conference, Spring Summits and Technology Workshops that are attended by over 1,000 retirement industry experts annually. NFP Retirement (formerly 401(k) Advisors) is an industry leading retirement plan consulting firm that serves over 4,500 plan sponsor clients and $135 billion in assets under advisement.

Orange County, California Area

Promoted to the firm's Director of Marketing across all brands and business lines, including RPAG and NFP Retirement and flexPATH Strategies. Oversaw department that handles events, marketing campaigns, digital and social media, as well as client communications.

Orange County, California Area

Promoted to the firm's Communications Manager across all brands and business lines, including RPAG and 401(k) Advisors (now NFP Retirement). Oversaw department that handles events, marketing campaigns, digital and social media, as well as client communications.

Greater Los Angeles Area

•Assisted Senior Buyer in all day to day operations•Negotiated rates for commercial time on top tier television and radio markets•Worked with major clients such (Honda, Acura, La-Z-Boy and MGM Movies)