Strategic Accounts Director in United States at Jobgether
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Job Description
This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Strategic Accounts Director in the United States.
This role is centered on managing and expanding high-value strategic distribution partnerships within the retirement services ecosystem. You will be responsible for developing long-term relationship strategies with key partners such as broker/dealers, RIAs, platforms, and TAMPs, ensuring alignment across sales, product, marketing, and service functions. Acting as a trusted advisor and relationship owner, you will help drive revenue growth, improve operational efficiency, and strengthen partner engagement across multiple levels of large organizations. The position blends strategic account management, cross-functional coordination, and market-facing representation at industry events. You will also play a key role in identifying growth opportunities, resolving complex partner needs, and supporting enterprise-wide initiatives. This is a high-impact leadership role where your work directly influences distribution success and long-term business growth.
- Develop and execute strategic account plans for assigned distribution partners, focusing on growth, retention, and operational efficiency.
- Build deep, multi-level relationships within strategic partner organizations to position the company as a preferred distribution partner.
- Advocate for partner needs internally by collaborating with sales, marketing, product, and service teams to align initiatives and drive outcomes.
- Identify market trends, growth opportunities, and operational challenges, escalating insights to relevant stakeholders.
- Support sales enablement initiatives including campaigns, promotions, training programs, and advisor engagement efforts.
- Represent the organization at industry conferences and partner events to strengthen visibility and generate new business opportunities.
- Serve as a subject matter expert to resolve complex partner issues and ensure high-quality service delivery.
- Monitor account performance, track progress against strategic objectives, and implement corrective actions when needed.
- Lead or support cross-functional projects including product rollouts, workflow improvements, and training initiatives.
- Collaborate with internal leadership to ensure consistent execution across retirement plan operations and client retention strategies.
- Bachelor’s degree preferred.
- 10+ years of experience in defined contribution retirement or financial services markets.
- Proven experience managing strategic accounts with revenue or sales quota responsibility.
- Strong understanding of retirement plans, investments, and qualified plan structures.
- Advanced proficiency in Microsoft Office tools, including Excel and PowerPoint, and CRM systems such as Salesforce.
- Strong strategic thinking, relationship management, and stakeholder engagement skills.
- Ability to work effectively under pressure, manage multiple priorities, and meet tight deadlines.
- Excellent communication, presentation, and interpersonal skills with executive-level presence.
- High level of integrity, discretion, and independent judgment in decision-making.
- Willingness to travel up to 20% as required.
- Competitive base salary with performance-based incentive compensation ($127,000–$165,000/year range).
- Comprehensive health coverage including medical, dental, and vision plans.
- Retirement savings plan with employer matching (401k).
- Paid time off, holidays, and additional leave benefits.
- Life insurance, short-term and long-term disability coverage.
- Opportunity to work in a high-growth, national-scale financial services environment.
- Exposure to major industry partners and strategic enterprise relationships.
- Inclusive workplace culture focused on diversity, equity, and professional development.