Key Account Manager, Platform Relationships

Job not on LinkedIn

🔥 29 minutes ago

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

Where this job comes from

Posted on Jackson's careers page, not through a job board

First seen by Remote Rocketship 29 minutes ago

Logo of Jackson

Jackson

1001 - 5000 employees

💼 Consulting

📣 Marketing

💸 Finance

💰 Post-IPO Equity on 2023-03

Consulting • Marketing • Finance

Jackson is committed to helping clarify the complexity of retirement planning. The company offers a range of annuity products and possesses significant financial expertise, aiming to reduce the confusion surrounding retirement plans. Jackson focuses on strengthening financial literacy to ensure that every American has access to the resources needed for managing their finances and planning for the future. With a dedication to clarity and better outcomes, Jackson also values diversity and inclusion within its workforce as part of its commitment to talent development and service excellence.

📋 Description

• Drive revenue to Jackson as a key strategic partner for platform relationships and the sales team • Serve as Jackson's subject matter expert on distribution-oriented FinTech platforms • Support research, implementation, and ongoing management of platform relationships • Act as the primary day-to-day contact with designated platform relationships across executive, product, marketing, operations, and home office contacts • Execute platform support strategy aligned with Strategic Relationships and Sales priorities • Identify and cultivate distribution-oriented FinTech relationships and manage partnership opportunities • Serve as a liaison and subject matter expert between Jackson and distribution relationships • Maintain knowledge of partner advisory and operational platforms, FinTech, product offerings, and management dynamics • Develop and implement platform initiatives to drive annuity education and source sales leads • Communicate initiative results to Jackson and prepare presentations and briefings for accounts and senior management • Document and communicate results to key Jackson departments • Maintain the client relationship management system • Perform other duties and/or projects as assigned

🎯 Requirements

• Bachelor's Degree required • 5+ years of financial services industry experience with a proven track record in advisor-sold investment product distribution or sales and relationship management experience in third party intermediary distribution channels required • Platform, FinTech, RIA, and/or Third Party Distribution experience preferred • Strong knowledge of variable, fixed, and fixed index annuities preferred • Securities Industry Essentials (SIE) required • FINRA Series 6 or 7 required • State Insurance License required • Strong internal and external relationship management skills • Knowledge of partner's advisory and operational platforms, FinTech, and product offerings • Knowledge of mutual funds, variable annuities, and retirement investment products • Strong business judgement, resource management, business development, and negotiation skills • Excellent presentation skills • Excellent verbal, written, and interpersonal communication skills • Ability to manage details and multiple projects/deadlines simultaneously • Ability to travel up to 50% of the time

🏖️ Benefits

• Annual bonus program • Compensated personal time off • Paid holidays • Health benefits • 401(k) plan with generous matching • Other benefit programs according to the Company's employment policies and formal plan terms

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