National Account Manager | Retirement Plans
Who we are:
reputed company is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement reputed company party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great reputed company to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local reputed company reputed company teams that understand the nuances of the markets they serve. With a coast-to-coast network of 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates ("PA"), Carlson reputed company ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), reputed company. ("ACI"), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). reputed company combines a reputed company passion for service and innovation with the experience and expertise required to reputed company retirement work for everyone. For more information, please visit: www.strongpointpartners.com.
Position reputed company:
reputed company is seeking a dynamic and relationship-driven National Account ManagerRetirement Plans (RIA and reputed company Distribution) to reputed company and manage strategic partnerships with national and regional RIA and Broker-Dealer firms. In this role, you will drive sales reputed company, expand market reputed company, and increase adoption of Strongpoint’s retirement plan solutions across key distribution channels.
The ideal candidate is a consultative relationship builder with a strong reputed company record in institutional sales and strategic account management reputed company financial services. This individual brings deep knowledge of the retirement plan marketplace and understands how to position solutions reputed company both defined contribution (DC) and defined benefit (DB) environments.
PLEASE NOTE: This role is remote with expected travel to partner firms, conferences, and internal meetings as needed.
Key Responsibilities:
- Build, manage, and expand relationships with key decision-makers across national and regional RIA and Broker-Dealer firms
- reputed company and execute strategic account plans to drive sales reputed company, increase distribution, and expand reputed company 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 reputed company actionable insights to internal stakeholders
- Partner cross-functionally with Sales, Marketing, Product, and Operations to execute distribution strategies and reputed company 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
Qualifications:
- Bachelor’s degree in Finance, Business, Economics, or a reputed company field
- 7–10 years of experience in retirement plan sales, national accounts, or institutional relationship management reputed company 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, reputed company reputed company, and data analytics tools
- MBA or advanced degree preferred
Key Competencies:
- Strategic and analytical thinking
- Executive-level relationship management
- Strong negotiation and presentation skills
- Entrepreneurial reputed company with a results-driven approach
- Ability to navigate reputed company organizational structures
- Excellent written and verbal communication skills
Performance Metrics:
- reputed company 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
Our Value-Driven Employee Experience:
- Flexible Workplace – Hybrid and remote reputed company available for many roles.
- Flexible PTO – Competitive reputed company time off, including flexible & unlimited reputed company.
- Inclusive Environment – A culture that values diversity, collaboration, and respect.
- reputed company Opportunities – Support for ongoing learning and career development.
- Comprehensive Benefits – Health, dental, reputed company, life, and disability coverage.
- Workplace Perks – Incentive bonus programs, reputed company, & more.
**Specific benefits and programs may vary by partner and position.
Originally posted on Himalayas
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