National Account Manager | Retirement Plans

Strongpoint Partners

Remote
Remote
Retirement plan solutions
Ria and broker-dealer firms
Strategic account plans
Strongpoint Partners is seeking a National Account Manager for Retirement Plans to develop strategic partnerships with RIA and Broker-Dealer firms. The ideal candidate should have a strong background in institutional sales and account management within financial services, particularly in retirement plans

Job 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.

Matching Summary

Match Score: 85

Strongpoint Partners is seeking a National Account Manager for Retirement Plans to develop strategic partnerships with RIA and Broker-Dealer firms. The ideal candidate should have a strong background in institutional sales and account management within financial services, particularly in retirement plans.

Skills & Requirements

Must-have

  • Retirement plan solutions
  • RIA and Broker-Dealer firms
  • Strategic account plans
  • Distribution channels
  • Defined contribution (DC) and defined benefit (DB)

Nice-to-have

  • Consultative relationship builder
  • Thought leadership presentations
  • Local client success teams

Key Requirements

  • 7–10 years of experience
  • Bachelor’s degree in Finance, Business, Economics, or related field
  • 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

Work Rights

Not specified

Tailored Resume

Cover Letter