Director, National Accounts – Intermediary Distribution
Thrivent
full-time
Posted on:
Location Type: Hybrid
Location: Minneapolis • Minnesota • 🇺🇸 United States
Visit company websiteSalary
💰 $139,139 - $188,247 per year
Job Level
Lead
About the role
- Develop and execute national account strategies to grow intermediary distribution channels in alignment with organizational goals and market opportunities
- Lead cross-functional initiatives to strengthen partner engagement and enhance product positioning
- Manage the annual travel and expense (T&E) budget and ensure timely completion of administrative tasks, including CRM updates, call reporting, expense submissions, and team meetings
- Provide regular performance reporting and strategic insights to senior leadership
- Build and maintain strategic relationships with key intermediary partners, including broker-dealers, financial advisors, and wealth management platforms
- Serve as the primary contact for strategic accounts, ensuring exceptional service, satisfaction, and long-term success
- Establish new distributor relationships and manage existing ones across independent broker-dealers, regional firms, banks, and wirehouses
- Collaborate with internal teams and product specialists to support sales efforts, including RFP development and coordination throughout the sales cycle
- Lead, coach, and develop a high-performing team of account managers and distribution professionals
- Drive revenue growth through strategic sales initiatives, product onboarding processes, and capitalizing on networking opportunities
- Monitor performance metrics and KPIs to ensure sales targets are met or exceeded
- Stay informed on industry trends, regulatory changes, and competitor activities to guide strategic decisions
- Ensure all distribution activities comply with internal policies and external regulations
Requirements
- Bachelor’s degree in Business, Finance, Marketing, or related field
- 10+ years of experience in intermediary distribution, national accounts, or financial sales within the insurance or financial services industry
- Demonstrated leadership experience in managing strategic partnerships
- Deep understanding of investment products, distribution platforms, insurance products, and regulatory requirements
- Excellent communication, presentation, negotiation, and relationship-building skills
- Ability to travel 35% to 50% for overnight nationally as needed
- Proven track record of success in developing new and existing firm relationships
- Intelligent, driven, detail-oriented, hard-working, and able to work effectively with professional, high caliber executives in various business areas
- Strong analytical skills are essential for assessing competitors and effectively positioning our products to reflect our competitive advantages
- Proven determination with ability to show persuasiveness and leadership in difficult situations
- Ability to work collaboratively in approach and style
- Achievement-oriented with entrepreneurial mindset and discipline to work independently
- Completion of Series 7, 63/65 or 66
- Advanced skills in Microsoft Office Suite, Salesforce, and Broadridge systems
Benefits
- various bonuses (including, for example, annual or long-term incentives)
- medical, dental, and vision insurance
- health savings account
- flexible spending account
- 401k
- pension
- life and accidental death and dismemberment insurance
- disability insurance
- supplemental protection insurance
- 20 days of Paid Time Off each year
- Sick and Safe Time
- 10 paid company holidays
- Volunteer Time Off
- paid parental leave
- EAP
- well-being benefits
- other employee benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
intermediary distributionnational accountsfinancial salesinvestment productsdistribution platformsinsurance productsregulatory requirementsanalytical skillsperformance metricssales targets
Soft skills
leadershipcommunicationpresentationnegotiationrelationship-buildingdetail-orientedpersuasivenesscollaborativeachievement-orientedentrepreneurial mindset
Certifications
Bachelor’s degreeSeries 7Series 63Series 65Series 66