Joseph J. Pelle
- Role
- Partner SVP of Employer Retirement Plans, Financial Advisor at Prosperity Advisors
- Location
- Akron, OH, US
- LinkedIn followers
- 500 followers
About Joseph J. Pelle
Proven financial management professional with diverse skill set which includes…
Experience
Partner SVP of Employer Retirement Plans, Financial Advisor
Jul 2018 — Present
Directs and Oversees the Prosperity Advisors Employer Retirement Plan Segment. •Responsible for building the operating plan and enabling the client engagement model including infrastructure, service, and pricing decisions. •Develop and execute plans, programs and partnerships that enable growth for the retirement client segment. •Provide leadership to a Team of Advisors and Support staff. •Develops retirement initiatives, strategies, programs, and New Business efforts. •Serves as an Executive Team member and participate in Firm wide growth initiatives, cross-sell opportunities, setting goals, managing timelines, and overseeing and evaluating the progress/results. •Conducts client meetings and drives the strategic direction using consultative expertise to improve retirement plan outcomes. •Develops client trust and deepens relationships through technical expertise, including: the development of an appropriate ERISA fiduciary process, recommendations on plan design considerations, compliance support, vendor management, fee and service benchmarking, participant education, and other related support beyond formal client interactions and meetings. •Manages plan conversions maintaining effective communication, timeliness and establishing deadlines. •Serves as the Senior Subject matter expert to all employees of the firm for company sponsored Retirement Plan questions. •Stays abreast of legislative, regulatory, and other relevant industry updates. •Leverages the retirement plan services team to ensure that all critical, tactical retirement plan service functions are maintained. •Attends networking events and conferences seeking to uncover opportunities and attract new business. •Securities and Advisory Services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Prosperity is under separate ownership from Cetera Advisors, LLC.
Education
The University of Akron
Associates, Management
1984 — 1987
Walsh University
Bachelor of Arts, Management
1998 — 2002
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