National Account Manager | Retirement Plans
The National Account Manager for Retirement Plans at Strongpoint Partners is responsible for developing and managing strategic partnerships with national and regional Registered Investment Advisors (RIAs) and Broker-Dealer firms. This role focuses on driving sales growth, expanding market share, and increasing the adoption of Strongpoint’s retirement plan solutions across key distribution channels. The position is remote, with expected travel to partner firms, conferences, and internal meetings as needed.
Key responsibilities include building, managing, and expanding relationships with key decision-makers across national and regional RIA and Broker-Dealer firms. The role involves developing and executing strategic account plans to drive sales growth, identifying opportunities for platform inclusion and product integration, and delivering product training and thought leadership presentations to advisors and field consultants. Additionally, the manager will monitor industry trends and collaborate cross-functionally with Sales, Marketing, Product, and Operations teams to execute distribution strategies.
Candidates should possess a bachelor’s degree in Finance, Business, Economics, or a related field, along with 7–10 years of experience in retirement plan sales, national accounts, or institutional relationship management within financial services. A strong understanding of ERISA and non-ERISA retirement plan structures is essential, as is experience working with RIAs, Broker-Dealers, and distribution platforms. Proficiency with CRM systems, Microsoft Excel, and data analytics tools is required, and an MBA or advanced degree is preferred.
Strongpoint Partners offers a flexible workplace with hybrid and remote options available for many roles. The company provides competitive paid time off, including flexible and unlimited options, and fosters an inclusive environment that values diversity, collaboration, and respect. Employees have access to growth opportunities through support for ongoing learning and career development, as well as comprehensive benefits including health, dental, vision, life, and disability coverage.
The company culture at Strongpoint Partners emphasizes teamwork, integrity, innovation, and a passion for providing excellent service to clients. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint Partners is committed to building a winning team with a family spirit, helping to secure customers’ financial futures from hire through retire.