National Account Manager – Retirement

This is a fully remote position, open to applicants in Colorado, +1 more state.

📋 Description

• Accountable for the comprehensive management of national accounts' home offices within the recordkeeping and insurance sectors.

• Formulation and cooperative execution of the business strategy for the designated accounts.

• Drive sales and revenue growth, meet sales targets, and effectively implement strategic initiatives alongside client firms.

• Oversee key client relationships to ensure optimal client satisfaction.

⛳️ Requirements

• A bachelor's degree and a minimum of 10 years of experience in national accounts management or research coverage.

• Possession of Series 7, 63, and 3 licenses (with the ability to acquire Series 3 while in the role).

• Preferred qualifications include experience in distributing RIA/FIA products and collaborating with Independent Marketing Organizations (IMOs).

• Possession of CFA or CIMA designations is advantageous.

🏝️ Benefits

• Competitive salary package.

• Eligibility for annual bonuses.

• A robust retirement plan.

• Flexible hybrid work arrangements.

• Comprehensive health and wellness benefits, including access to online therapy.

• Paid time off for vacations, illnesses, medical appointments, and volunteer days.

• Family care support resources, including fertility and adoption assistance.