Strongpoint Partners

National Account Manager – Retirement Plans

Strongpoint Partners

full-time

Posted on:

Location Type: Remote

Location: Illinois • United States

Visit company website

Explore more

✨ AI Apply
Apply

Job Level

SeniorLead

About the role

  • 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 to 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 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

Requirements

  • Bachelor’s degree in Finance, Business, Economics, or a related field
  • 7–10 years of experience in retirement plan sales, national accounts, or institutional relationship management within 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, Microsoft Excel, and data analytics tools
  • MBA or advanced degree preferred
Benefits
  • Flexible Workplace – Hybrid and remote options available for many roles.
  • Unlimited PTO – Competitive paid time off, including flexible & unlimited options.
  • Inclusive Environment – A culture that values diversity, collaboration, and respect.
  • Growth Opportunities – Support for ongoing learning and career development.
  • Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
  • Workplace Perks – Incentive bonus programs, flexible hours, & more.
Applicant Tracking System Keywords

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

Hard Skills & Tools
retirement plan salesinstitutional relationship managementdata analyticssales forecastingaccount planning
Soft Skills
relationship managementstrategic planningcross-functional collaborationpresentation skillsinsight generation
Certifications
Bachelor’s degreeMBA