Strategic Accounts Director

Job Summary

The Strategic Accounts Director is responsible for the overall relationship management of assigned strategic distribution partners. This role will develop and execute strategic plans with each relationship; focusing on sales growth, operational efficiency, training, and marketing needs. Such relationships could include firms such as Broker/Dealers, RIAs, Platforms and TAMPs.

Job Responsibilities

• Develop deep understanding of culture, strategy, and navigation with our National Account relationships; proactively work to position PCS Retirement as a key distribution partner within their system; find opportunities to connect at all levels of the organization.
• Advocate for strategic partners by helping to drive initiatives within PCS to ensure that we are maximizing opportunities for growth. Work collaboratively, advocating for strategic partners by promoting, training, and communicating internally with Sales/Sales Management, Marketing, Product and Service teams. Identify trends and escalate to the appropriate parties for consideration.
• Support distribution initiatives such as internal sales prospecting, campaign development/execution, and sales/service promotional efforts with fund company partners which encourage overall success.
• Represent PCS at partner and industry functions/conferences, assuring that PCS is properly positioned, networking and prospecting new advisor/plan opportunities.
• Serve as product/service expert to champion PCS and effectively manage/solve issues as they arise
• Monitor activity with key accounts, measure progress, implement actions to success of strategies and initiatives.
• Process Improvement - Manage workflows with focus on consistency, maintain/improve processes to ensure operational efficiencies.
• Lead, coordinate, and participate in special projects which support our overall sales distribution and retention strategy including (but not limited to) workflow development, new product rollouts, training, and delivery.
• Under the direction of the Head of Sales, work closely with and communicate information to other units and their managers when needed to ensure consistency with various Retirement Plan Operations with a high level of customer service and overall retention of plans/assets. Develop strong working relationships with leadership throughout the organization.
• Any and all other tasks assigned by manager

Qualifications

• Bachelor’s degree preferred.
• Minimum of 10 years of experience with defined contribution markets.
• Experience working with a sales quota.
• Working knowledge of investments and qualified plans is required.
• High level competency with Microsoft, Salesforce, Excel and Power Point required.
• Ability to exercise independent, mature judgment, prioritize tasks & maintain confidentiality and the ability to multi-task is required. Proven ability to work in high pressure environment with deadlines.
• Possesses the ability to display a range of characteristics, including calmness under pressure, a positive attitude, excellent communication and interpersonal skills.
• Travel up to 20%.

Compensation

The average salary for this position is expected to be between $127,000 and $165,000/year however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. This role includes an incentive component in addition to a base salary. This role We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, medical, dental, vision, life insurance, short and long term disability, paid-time off, etc. For more information, please visit pcsretirement.com/careers

Additional Information

As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.