Remote Director of Strategic Accounts & Growth

Advisor Group; Birmingham (AL); Remote; USD 70,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k)

Paid time off

Volunteer days

Job summary

Osaic is hiring a Director of Strategic Accounts to manage key relationships and drive top-down initiatives across Sales Management, Operations, and IT. The role emphasizes analytics for distribution channels and a salary plus incentive compensation.

The candidate will report to the Head of Strategic Accounts and lead cross-functional projects, with heavy emphasis on account growth and partner collaboration. US-based remote work options are available.

Qualifications

• Bachelor’s degree in business, insurance, or finance is required.
• Postgraduate degree or financial certifications are a plus.

Responsibilities

• Serve as primary day-to-day contact and relationship manager for Strategic Account clients.
• Drive top-down business development initiatives with account heads and Sales Management.
• Collaborate with Sales Management on VP engagement, account lead initiatives, and territory analysis.
• Perform business development with Account COIs alongside the Sales Team.
• Lead account-specific initiatives like VP huddles, targeted campaigns, and in-market meetings.
• Identify growth opportunities within accounts and coordinate with Head of Strategic Accounts.

Skills

Relationship management

Account management

Project management

Communication skills

Problem solving

Education

Bachelor's degree in business/insurance/finance

Postgraduate degree or financial certifications (CLU/ChFC/ CFP)

Tools

MS Office

Job description

Osaic is hiring a Director of Strategic Accounts to manage key relationships and drive top-down initiatives across Sales Management, Operations, and IT. The role emphasizes analytics for distribution channels and a salary plus incentive compensation.

The candidate will report to the Head of Strategic Accounts and lead cross-functional projects, with heavy emphasis on account growth and partner collaboration. US-based remote work options are available.