Strongpoint Partners - National Account Manager | Retirement Plans
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Requirements
• 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.
Responsibilities
• Build, manage, and expand relationships with key decision-makers across national and regional RIA and Broker-Dealer firms • Develop and execute strategic account plans to drive sales growth, increase distribution, and expand revenue across assigned accounts • Identify opportunities for platform inclusion, product integration, and co-marketing initiatives with partner firms • Monitor industry trends, competitive activity, and regulatory developments to provide actionable insights to internal stakeholders • Partner cross-functionally with Sales, Marketing, Product, and Operations to execute distribution strategies and client initiatives • Deliver product training and thought leadership presentations to advisors, home office teams, and field consultants • Maintain accurate sales forecasts, pipeline activity, and account plans using CRM tools • Other duties as assigned
Benefits
• Workplace Perks – Incentive bonus programs, flexible hours, & more. • *Specific benefits and programs may vary by partner and position.
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