Director of Strategic Partnerships
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Strongpoint PartnersRetirement Services
Remote with expected travel to partner firms, conferences, and internal meetings as needed.Full-TimeDirector
Salary$150,000-$175,000 annually plus commission/bonus structure.
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Job Details
- Experience
- 7–10 years
- Required Skills
- Microsoft ExcelCRMData analytics
Requirements
- Bachelor’s degree in Finance, Business, Economics, or a related field
- 7–10 years of experience in retirement plan sales, national accounts, 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, Microsoft Excel, and data analytics tools
- MBA or advanced degree preferred
- Strategic and analytical thinking
- Executive-level relationship management
- Strong negotiation and presentation skills
- Entrepreneurial mindset with a results-driven approach
- Ability to navigate complex organizational structures
Responsibilities
- Build, manage, and expand relationships with key decision-makers at strategic partner firms
- Develop and execute strategic account plans to drive sales growth, increase distribution, and expand revenue across assigned accounts
- Identify opportunities for platform inclusion, product integration, and co-marketing initiatives with partner firms
- Monitor industry trends, competitive activity, and regulatory developments to provide actionable insights to internal stakeholders
- Partner cross-functionally with Sales, Marketing, Product, and Operations to execute distribution strategies and client initiatives
- Deliver product training and thought leadership presentations to advisors, home office teams, and field consultants
- Maintain accurate sales forecasts, pipeline activity, and account plans using CRM tools
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