Director of Strategic Partnerships

2 days, 1 hour ago
Full-time
Senior
Sales and Business Development
Strongpoint Partners

Strongpoint Partners

Strongpoint Partners is a leading provider of third-party administration of retirement plans and outsourced HR and payroll solutions for small and medium-sized businesses. They offer personalized design, service, and support to help clients achieve the...

Insurance
11-50

Description

  • Build, manage, and expand relationships with key decision-makers at strategic partner firms.
  • Develop and execute strategic account plans to drive sales growth, distribution, and revenue across assigned accounts.
  • Identify opportunities for platform inclusion, product integration, and co-marketing initiatives.
  • Monitor industry trends, competitive activity, and regulatory developments and share actionable insights with internal stakeholders.
  • Partner cross-functionally with Sales, Marketing, Product, and Operations on 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 in CRM tools.
  • Travel to partner firms, conferences, and internal meetings as needed.

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.
  • Consultative relationship-building experience in institutional sales and strategic account management.
  • Knowledge of the retirement plan marketplace and both defined contribution (DC) and defined benefit (DB) environments.
  • Strong strategic and analytical thinking, negotiation, presentation, and communication skills.

Benefits

  • $150,000–$175,000 annual base pay plus commission/bonus structure.
  • Hybrid and remote workplace options.
  • Flexible PTO, including competitive and unlimited options.
  • Health, dental, vision, life, and disability coverage.
  • Incentive bonus programs.
  • Support for ongoing learning and career development.
  • Inclusive, collaborative work culture.

Interested in this position?

Apply directly on the company website

Apply Now

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