National Account Director

About the role

This role will support financial strategy, forecasting, and performance management initiatives that strengthen business visibility and decision-making. You will partner with executive leadership and cross-functional stakeholders to improve planning processes, financial discipline, controls, and resource allocation. The position offers the opportunity to influence enterprise performance and scalable financial operations within a regulated financial services environment.

Responsibilities

• Develop and implement a sales business plan targeting key dealer-firms
• Communicate with senior executives at defined contribution distribution firms
• Collaborate with the company's sales and product teams to drive growth
• Act as a primary contact for dealer-firm requests and initiatives
• Facilitate internal communication with business partners to strengthen market relationships

Qualifications

• BA/BS degree required
• FINRA Series 6 and 63 registrations mandatory within corporate timelines
• Ten years of experience in Defined Contribution administration and investments
• Strong relationships with consulting firms and decision makers
• In-depth knowledge of retirement plan markets and investment products

Benefits

• Medical, dental, vision, and life insurance coverage
• 401(k) plan with generous matching contributions and financial advisory services
• Tuition reimbursement up to $5,250 per year
• Flexible business-casual work environment
• Generous paid time off including holidays and floating holidays

Pay

$125,400 – $181,875 annually

Schedule

Remote - US based candidates only, no visa sponsorship available