Remote Director, Strategic Accounts & Partnerships

PCS Retirement, LLC; Pennsylvania; On-site; USD 127,000 - 165,000; Full time

Job summary

PCS Retirement, LLC is seeking a Strategic Accounts Director to oversee relationships with major distribution partners such as Broker/Dealers, RIAs, Platforms and TAMPs. You will develop strategic plans, drive growth, and coordinate with Sales, Marketing, Product and Service teams to ensure PCS remains a trusted partner across the advisor community.

You will represent PCS at industry events and lead initiatives to optimize growth, training, and collaboration with internal teams.

Qualifications

• Bachelor’s degree preferred.
• 10+ years of experience in defined contribution markets.
• Experience working with a sales quota.
• Working knowledge of investments and qualified plans.
• Proficient with Microsoft, Salesforce, Excel and PowerPoint.
• Ability to multitask and work under deadlines.
• Willingness to travel up to 20%

Responsibilities

• Develop deep understanding of culture, strategy, and navigation with our National Account relationships; proactively work to position PCS Retirement as a key distribution partner within their system; find opportunities to connect at all levels of the organization.
• Advocate for strategic partners by helping to drive initiatives within PCS to ensure that we are maximizing opportunities for growth. Work collaboratively, promoting, training, and communicating internally with Sales/Sales Management, Marketing, Product and Service teams. Identify trends and elevate to the appropriate parties for consideration.
• Support distribution initiatives such as internal sales prospecting, campaign development/execution, and sales/service promotional efforts with fund company partners which encourage overall success.
• Represent PCS at partner and industry functions/conferences, assuring that PCS is properly positioned, networking and prospecting new advisor/plan opportunities.
• Serve as product/service expert to champion PCS and effectively manage/solve issues as they arise
• Monitor activity with key accounts, measure progress, implement actions to success of strategies and initiatives.
• Process Improvement - Manage workflows with focus on consistency, maintain/improve processes to ensure operational efficiencies.
• Lead, coordinate, and participate in special projects which support our overall sales distribution and retention strategy including (but not limited to) workflow development, new product rollouts, training, and delivery.
• Under the direction of the Head of Sales, work closely with and communicate information to other units and their managers when needed to ensure consistency with various Retirement Plan Operations with a high level of customer service and overall retention of plans/assets. Develop strong working relationships with leadership throughout the organization.
• Any and all other tasks assigned by manager

Skills

Sales experience

Investments knowledge

MS Office

Salesforce

Communication skills

Travel readiness

Education

Bachelor’s degree preferred

Tools

Salesforce

Excel

PowerPoint

Microsoft Office

Job description

PCS Retirement, LLC is seeking a Strategic Accounts Director to oversee relationships with major distribution partners such as Broker/Dealers, RIAs, Platforms and TAMPs. You will develop strategic plans, drive growth, and coordinate with Sales, Marketing, Product and Service teams to ensure PCS remains a trusted partner across the advisor community.

You will represent PCS at industry events and lead initiatives to optimize growth, training, and collaboration with internal teams.