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

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

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.

National Account Manager – Retirement Plans

Key skills