National Account Manager

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 and revenue
• Identify opportunities for platform inclusion, product integration, and co-marketing initiatives
• Monitor industry trends, competitive activity, and regulatory developments
• Partner cross-functionally with Sales, Marketing, Product, and Operations
• Deliver product training and thought leadership presentations to advisors and home office teams
• Maintain accurate sales forecasts and pipeline activity using CRM tools

Requirements

• Bachelor’s degree in Finance, Business, Economics, or a related field
• 7–10 years of experience in retirement plan sales or institutional relationship management
• 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

Preferred Qualifications

• MBA or advanced degree

About the Company

Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions.