National Account Manager – Retirement Plans

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $150k - $175k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Account Manager

👻 Ghost score 20%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 and 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, presentations, and thought leadership to advisors, home office teams, and field consultants • Maintain accurate sales forecasts, pipeline activity, and account plans using CRM tools • Build relationships across complex organizational structures and serve as a trusted strategic partner to key accounts • Represent Strongpoint Partners at industry conferences, partner meetings, and other strategic events • Perform 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, institutional relationship management, or a related financial services role • Strong understanding of the retirement plan marketplace, including defined contribution and defined benefit environments • Experience working with RIAs, Broker-Dealers, and/or retirement plan distribution platforms • Strong understanding of ERISA and non-ERISA retirement plan structures • Ability to develop and manage executive-level relationships and navigate complex organizational structures • Proven track record of driving sales growth, expanding strategic relationships, and achieving business development objectives • Proficiency with CRM systems, Microsoft Excel, and data analytics tools • Strong written, verbal, presentation, negotiation, and relationship management skills

🏖️ Benefits

• Commission/bonus structure • Flexible workplace with hybrid and remote options available for many roles • Flexible PTO, including flexible and unlimited options • Support for ongoing learning and career development • Health, dental, vision, life, and disability coverage • Incentive bonus programs • Flexible hours