National Account Manager – Retirement Plans

🕒 April 1

🌽 Illinois – Remote

🌽 Illinois – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Account Manager

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Strongpoint Partners

WebsiteLinkedInAll Job Openings

51 - 200 employees

🤝 B2B

💸 Finance

💳 Fintech

B2B • Finance • Fintech

Strongpoint Partners is a national partnership that specializes in providing integrated retirement, payroll, and HR solutions for small to medium-sized businesses. They offer a customer-centric platform that aims to increase long-term wealth for clients and their employees. The company's services include plan consultation and design, compliance and tax support, recordkeeping, and advisory, backed by a robust technology infrastructure. With over 150,000 plan participants across 40+ states and $14B+ in plan assets under administration, Strongpoint Partners is dedicated to building trusted and knowledgeable retirement solutions.

📋 Description

• 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

🎯 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

🏖️ Benefits

• 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.