Strategic Accounts Manager – Individual Retirement

🕒 May 19

🇺🇸 United States – Remote

💵 $108k - $140k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

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PCS Retirement

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

🤝 B2B

Finance • B2B

PCS Retirement is a leading provider of modern, simplified retirement plan solutions, serving a broad range of clients including individual savers, employers, third-party administrators (TPAs), financial advisors, and institutions. The company is among the fastest growing retirement plan providers in the nation, offering a conflict-free experience with customizable and flexible solutions. PCS Retirement focuses on elevating retirement plan businesses and providing seamless support with 360 payroll integration and 24/7 service.

📋 Description

• Responsible for the overall relationship management of assigned strategic distribution partners with a focus on the Individual Retirement Business • Develop and execute strategic plan with each relationship; focus on sales growth, operational efficiency, training, and marketing needs • Advocate for strategic partners by helping to drive initiatives within PCS to ensure that we are maximizing opportunities for growth • Work collaboratively, advocating for strategic partners by promoting, training, and communicating internally with Sales/Sales Management, Marketing, Product and Service teams • Support distribution initiatives such as internal sales prospecting, webinars, campaign development/execution, and sales/service promotional efforts with fund company partners which encourage overall success • Serve as product/service expert to champion PCS and effectively manage/solve issues as they arise • Lead, coordinate, and participate in special projects which support our overall sales distribution and retention strategy

🎯 Requirements

• Bachelor’s degree preferred • Minimum of 4-7 years’ experience in external sales environment required with K-12 403b and/or Simple IRA experience preferred • Working knowledge of investments and qualified plans is required • High level competency with Microsoft, Salesforce, Excel and Power Point required • Ability to exercise independent, mature judgment, prioritize tasks & maintain confidentiality and the ability to multi-task is required • Proven ability to work in high pressure environment with deadlines • Sitting, typing and computer monitor viewing for extended periods • Occasional lifting up to 25 pounds • Must be able to type and perform repetitive keystrokes • May require 30% travel

🏖️ Benefits

• 401(k) match • medical • dental • vision • life insurance • short and long term disability • paid-time off