Responsible for the overall coverage of the home offices of national accounts in the recordkeeping and insurance segments.
Development and collaborative implementation of the business strategy for the assigned accounts.
Sales and revenue generation, achievement of sales goals, and successful implementation of strategic initiatives with and for client firms.
Manage the assigned key client relationships effectively, ensuring overall client satisfaction.

Bachelor's degree AND 10+ years of national accounts management/research coverage experience
Series 7, 63, 3 (can obtain 3 in role)
Preferred: Experience distributing RIA/FIA's and partnering with Independent Marketing Organizations (IMO’s)
CFA or CIMA designations

Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits

National Account Manager – Retirement

Key skills