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.

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

Our Value-Driven Employee Experience

• Flexible Workplace – Hybrid and remote options available for many roles.
• Flexible 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.