National Account Manager | Retirement Plans
Who we are:
Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com.
Position Summary:
Strongpoint Partners is seeking a dynamic and relationship-driven National Account Manager Retirement Plans (RIA and BD Distribution) to develop and manage strategic partnerships with national and regional RIA and Broker-Dealer firms. In this role, you will drive sales growth, expand market share, and increase adoption of Strongpoint’s retirement plan solutions across key distribution channels.
The ideal candidate is a consultative relationship builder with a strong track record in institutional sales and strategic account management within financial services. This individual brings deep knowledge of the retirement plan marketplace and understands how to position solutions within 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
- 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
Qualifications:
- 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
Key Competencies:
- Strategic and analytical thinking
- Executive-level relationship management
- Strong negotiation and presentation skills
- Entrepreneurial mindset with a results-driven approach
- Ability to navigate complex organizational structures
- Excellent written and verbal communication skills
Performance Metrics:
- Growth 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
Our Value-Driven Employee Experience:
- 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.
**Specific benefits and programs may vary by partner and position.