FINRA Licensed National Account Manager

Job Summary

Managing national accounts in the recordkeeping and insurance segments, the full-time remote FINRA Licensed National Account Manager will develop and implement business strategies, drive sales and revenue generation, and ensure client satisfaction through effective relationship management.

Key responsibilities

• Build comprehensive business plans for national accounts using industry experience and company knowledge
• Represent the organization's investment and service solutions to clients to retain placements and identify new opportunities
• Collaborate with internal teams to create and implement distribution and marketing strategies

Required qualifications

• Bachelor's degree
• 10+ years of national accounts management/research coverage experience
• Series 7 and 63 licenses, with the ability to obtain Series 3 in role