National Account Manager – Retirement Plans

🕒 Abril 1

🌽 Illinois – Remoto

🌽 Illinois – Remote

⏰ Tempo Integral

🟠 Sênior

🔴 Especialista

💰 Gerente de Contas

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Strongpoint Partners

SiteLinkedInTodas as Vagas

51 - 200 funcionários

🤝 B2B

💸 Finanças

💳 Fintech

B2B • Finance • Fintech

Strongpoint Partners é uma plataforma de serviços financeiros em rápida expansão, habilitada por tecnologia, que oferece administração terceirizada de aposentadorias ("TPA"), registro, e soluções integradas de tecnologia para folha de pagamento e RH para pequenas e médias empresas. O conjunto de serviços da Strongpoint prioriza precisão, conformidade e redução de risco regulatório, tudo entregue por equipes locais de sucesso do cliente que entendem as nuances dos mercados que atendem. Composta por uma rede nacional de empresas líderes em estratégias e administração de aposentadorias, incluindo HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group ("RSG"), e Retirement Planners and Administrators ("RPA"), a Strongpoint Partners combina uma paixão incessante por serviço e inovação com a experiência e expertise necessárias para tornar a aposentadoria viável para todos. Para mais informações, visite: www.strongpointpartners.com

Descrição

• 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

🎯 Requisitos

• 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

🏖️ Benefícios

• Flexible Workplace – Hybrid and remote options available for many roles. • Unlimited PTO – Competitive paid time off, including flexible & unlimited options. • Inclusive Environment – A culture that values diversity, collaboration, and respect. • Growth Opportunities – Support for ongoing learning and career development. • Comprehensive Benefits – Health, dental, vision, life, and disability coverage. • Workplace Perks – Incentive bonus programs, flexible hours, & more.