National Account Manager, Retirement Plans

Job Summary

A company is looking for a National Account Manager for Retirement Plans.

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 and expand revenue across assigned accounts
• Monitor industry trends and provide actionable insights to internal stakeholders

Qualifications:

• Bachelor's degree in Finance, Business, Economics, or a related field
• 7-10 years of experience in retirement plan sales 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 and data analytics tools; MBA or advanced degree preferred