National Account Manager | Retirement Plans

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