Strongpoint Partners - National Account Manager | Retirement Plans

• Bachelor’s degree in Finance, Business, Economics, or a related field • 7–10 years of experience in retirement plan sales, national accounts, or institutional relationship management within financial services • Strong understanding of ERISA and non-ERISA retirement plan structures • Experience working with RIAs, Broker-Dealers, and distribution platforms • Proficiency with CRM systems, Microsoft Excel, and data analytics tools • MBA or advanced degree preferred • Key Competencies: • Key Competencies: • Strategic and analytical thinking • Executive-level relationship management • Strong negotiation and presentation skills • Entrepreneurial mindset with a results-driven approach • Ability to navigate complex organizational structures • Excellent written and verbal communication skills • Performance Metrics: • Growth in plans and assets under administration across RIA and Broker-Dealer channels • Expansion of strategic partnerships and platform placements • Advisor engagement and effectiveness of training initiatives • Retention and satisfaction of key distribution partners • Flexible Workplace – Hybrid and remote options available for many roles. • Flexible Workplace • Unlimited PTO – Competitive paid time off, including flexible & unlimited options. • Unlimited PTO • Inclusive Environment – A culture that values diversity, collaboration, and respect. • Inclusive Environment • Growth Opportunities – Support for ongoing learning and career development. • Growth Opportunities • Comprehensive Benefits – Health, dental, vision, life, and disability coverage.