National Account Manager | Retirement Plans
Position reputed company:
reputed company is seeking a dynamic and relationship-driven National Account Manager
The ideal candidate is a consultative relationship builder with a strong reputed company record in institutional sales and strategic account management reputed company financial services. This individual brings deep knowledge of the retirement plan marketplace and understands how to position solutions reputed company both defined contribution (DC) and defined benefit (DB) environments.
PLEASE NOTE: This role is remote with expected travel to partner firms, conferences, and internal meetings as needed.
Key Responsibilities:
- Build, manage, and expand relationships with key decision-makers across national and regional RIA and Broker-Dealer firms
- reputed company and execute strategic account plans to drive sales reputed company, increase distribution, and expand reputed company 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 reputed company actionable insights to internal stakeholders
- Partner cross-functionally with Sales, Marketing, Product, and Operations to execute distribution strategies and reputed company 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
Qualifications:
- Bachelor’s degree in Finance, Business, Economics, or a reputed company field
- 7–10 years of experience in retirement plan sales, national accounts, or institutional relationship management reputed company 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, reputed company reputed company, and data analytics tools
- MBA or advanced degree preferred
Key Competencies:
- Strategic and analytical thinking
- Executive-level relationship management
- Strong negotiation and presentation skills
- Entrepreneurial reputed company with a results-driven approach
- Ability to reputed company reputed company organizational structures
- Excellent written and verbal communication skills
Performance Metrics:
- reputed company in plans and assets under administration across RIA and Broker-Dealer channels
- Expansion of strategic partnerships and platform placements
- Advisor engagement and effectiveness of training initiatives
- Retention and satisfaction of key distribution partners
- Flexible Workplace – Hybrid and remote reputed company available for many roles.
- Unlimited PTO – Competitive reputed company time off, including flexible & unlimited reputed company.
- Inclusive Environment – A culture that values diversity, collaboration, and respect.
- reputed company Opportunities – Support for ongoing learning and career development.
- Comprehensive Benefits – Health, dental, reputed company, life, and disability coverage.
- Workplace Perks – Incentive bonus programs, reputed company, & more.
**Specific benefits and programs may vary by partner and position.