Strategic Accounts Manager – Individual Retirement

PCS Retirement

Manage relationships with strategic distribution partners focusing on Individual Retirement solutions at PCS Retirement, LLC. Drive growth through collaboration, training, and operational efficiency.

Posted 5/19/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $108,000 - $140,000 per yearWebsite

About the role

Key responsibilities & impact

Responsible for the overall relationship management of assigned strategic distribution partners with a focus on the Individual Retirement Business
Develop and execute strategic plan with each relationship; focus on sales growth, operational efficiency, training, and marketing needs
Advocate for strategic partners by helping to drive initiatives within PCS to ensure that we are maximizing opportunities for growth
Work collaboratively, advocating for strategic partners by promoting, training, and communicating internally with Sales/Sales Management, Marketing, Product and Service teams
Support distribution initiatives such as internal sales prospecting, webinars, campaign development/execution, and sales/service promotional efforts with fund company partners which encourage overall success
Serve as product/service expert to champion PCS and effectively manage/solve issues as they arise
Lead, coordinate, and participate in special projects which support our overall sales distribution and retention strategy

Requirements

What you’ll need

Bachelor’s degree preferred
Minimum of 4-7 years’ experience in external sales environment required with K-12 403b and/or Simple IRA experience preferred
Working knowledge of investments and qualified plans is required
High level competency with Microsoft, Salesforce, Excel and Power Point required
Ability to exercise independent, mature judgment, prioritize tasks & maintain confidentiality and the ability to multi-task is required
Proven ability to work in high pressure environment with deadlines
Sitting, typing and computer monitor viewing for extended periods
Occasional lifting up to 25 pounds
Must be able to type and perform repetitive keystrokes
May require 30% travel

Benefits

Comp & perks

401(k) match
medical
dental
vision
life insurance
short and long term disability
paid-time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

sales growthoperational efficiencytrainingmarketinginvestmentsqualified plansK-12 403bSimple IRA

Soft Skills

relationship managementcollaborationadvocacycommunicationindependent judgmentprioritizationconfidentialitymulti-taskingability to work under pressure

Certifications

Bachelor's degree