National Account Director (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
National Account Director (Fintech): Driving sales growth within key dealer-firms by managing high-level relationships with home-office executives and developing targeted campaigns for retirement-focused Financial Advisors. Focus on expanding distribution channels, leveraging industry expertise in Defined Contribution markets, and aligning product offerings with client needs.
Location: Remote (USA). Applicants must be authorized to work for any employer in the U.S.; sponsorship (including CPT/OPT) is not available.
Salary: $125,400 - $181,875
Company
is a financial services firm focused on transforming financial lives by providing retirement and wellness solutions.
What you will do
- Develop and execute business plans to drive sales through key dealer-firms.
- Manage relationships with senior B-D home-office sales, product, and marketing executives.
- Collaborate with internal Sales, Marketing, and Product teams to drive growth.
- Create targeted campaigns for retirement-focused Financial Advisors.
- Act as the primary contact and facilitator for dealer-firm requests and initiatives.
- Represent the company as a subject matter expert at industry conferences and speaking engagements.
Requirements
- BA/BS degree.
- FINRA Series 6 and 63 registrations (must be obtained within corporate timelines).
- FINRA fingerprinting is required.
- 10 years of experience in Defined Contribution administration, communication, and investments.
- Deep knowledge of retirement plan markets, investment products, and portfolio theory.
- Ability to travel up to 50% of the time, including overnight stays.
- Must be based in the US with valid work authorization.
Culture & Benefits
- Comprehensive medical, dental, vision, and life insurance.
- 401(k) plan with generous company matching (up to 6%).
- Tuition reimbursement up to $5,250 per year.
- Generous paid time off, including company holidays and floating holidays.
- Paid parental leave and short/long-term disability.
- 16 hours of paid volunteer time per calendar year.
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