Channel Manager

Definiti LLC

Channel Manager responsible for driving new business activity for retirement services at Definiti. Building partnerships and increasing proposal volume in a remote-first environment.

Posted 7/14/2026full-timeRemote • North Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in business development and channel management, with a strong focus on driving pipeline growth and managing production quotas. Proficient in engaging partners and coordinating cross-functional efforts to enhance client experience and achieve sales goals.

Highest-signal resume keywords

Business DevelopmentChannel ManagementDefined Contribution KnowledgeCRM ExperienceProposal Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Activity GenerationQualified OpportunitiesProposal VolumeChannel StrategiesPipeline Management

Soft Skills

Partner EngagementTrainingCollaboration

Tools & Technologies

CRM ToolsPipeline Management Tools

Industry Keywords

Retirement ServicesFinancial ServicesWholesalersAdvisorsDistribution Partners

About the role

Key responsibilities & impact

Own and manage a national production quota focused on activity generation, qualified opportunities, and proposal volume
Drive targeted outbound activity to build pipeline and increase proposal flow across channel partnerships
Develop and execute channel strategies and campaigns in partnership with the Definiti Sales team
Identify and prioritize high-potential wholesalers, advisors, and regional opportunities to accelerate growth
Engage and educate partners through outreach, training, and coordinated business development efforts
Partner with Sales to transition qualified opportunities into active proposal and sales processes
Track channel performance, opportunity flow, and proposal metrics to ensure consistent production against goals
Coordinate cross-functionally with onboarding, compliance, operations, and sales to support execution and client experience
Represent Definiti at industry events and partner meetings to expand presence and generate new opportunities

Requirements

What you’ll need

High School diploma or GED required
Bachelor’s degree preferred
5+ years of experience in business development, channel management, or retirement/financial services
Experience working with advisors, wholesalers, or distribution partners preferred
Knowledge of defined contribution / retirement plan services strongly preferred
Experience using CRM or pipeline management tools preferred

Benefits

Comp & perks

A virtual-first work philosophy for most jobs
401(k) with up to 4% match
Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn’t accrue.
12 paid holidays, 2 paid floating holidays, and your birthday is a holiday
Paid Parental Leave
A variety of medical, dental and vision plan options including Definiti subsidized premiums
Company-paid life insurance and short-term disability insurance
Bonus plan eligibility