Strategic Accounts Manager, Individual Retirement
Description
Company Overview: PCS Retirement, LLC is a subsidiary of FSG Parent L.P., providing retirement solutions to 19,000 plans and 850,000 participants with over $26 billion in assets under administration. Services include 401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified plans, IRAs, and HSAs.
Job Summary
Responsible for developing and executing strategic plans with assigned strategic distribution partners focusing on the Individual Retirement Business. This includes fostering growth, enhancing operational efficiency, and managing marketing needs.
Job Responsibilities
- Develop a deep understanding of partner cultures and strategies
- Position PCS Retirement as a key distribution partner within partner systems
- Identify trends and escalate to relevant parties for consideration
- Support distribution initiatives such as internal sales prospecting, webinars, campaign development, and sales/service promotional efforts
- Represent PCS at partner and industry functions/conferences
- Monitor key account activity, measure progress, and implement actions to support strategies and initiatives
- Manage workflows to ensure operational efficiencies
- Lead, coordinate, and participate in special projects supporting sales distribution and retention strategies
Requirements
- Bachelor’s degree preferred
- Minimum of 4-7 years’ experience in external sales environment, with K-12 403b and/or Simple IRA experience preferred
- Working knowledge of investments and qualified plans
- High level competency with Microsoft, Salesforce, Excel, and PowerPoint
- Ability to exercise independent judgment, prioritize tasks, maintain confidentiality, and multi-task
- Proven ability to work in high-pressure environments with deadlines
- Ability to display calmness under pressure, have a positive attitude, excellent communication, and interpersonal skills
Compensation
The average salary for this position is expected to be between $77,000 and $100,000/year, with a 401(k) match, medical, dental, vision, life insurance, short and long-term disability, paid-time off, and other benefits.