Strategic Accounts Director

PCS Retirement, LLC; United States; Remote; USD 127,000 - 165,000; Full time

Benefits offered by this job

401(k) match

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability benefits

Job summary

PCS Retirement, LLC is seeking a Strategic Accounts Director to manage key distribution partners and drive sales growth across broker/dealers, RIAs, platforms, and TAMPs. The role emphasizes strategic planning, training, and marketing collaboration to optimize partner performance.

The position requires deep market knowledge, strong stakeholder management, and the ability to coordinate with Sales, Marketing, Product, and Service teams.

Qualifications

• Minimum 10 years of experience in defined contribution markets.
• Experience working with a sales quota.
• Working knowledge of investments and qualified plans is required.
• High level competency with Microsoft, Salesforce, Excel and Power Point required.

Responsibilities

• Develop deep understanding of PCS culture and strategy to position PCS Retirement as a key distribution partner.
• Promote, train, and communicate internally to drive growth with strategic partners.
• Support distribution initiatives with campaigns, prospecting, and partner promotions.
• Represent PCS at partner and industry events and conferences to expand opportunities.
• Serve as product/service expert and resolve issues for partners as they arise.
• Monitor activity with key accounts and implement actions to achieve success of strategies.

Skills

Defined contribution markets

Sales quota experience

Investments knowledge

MS Office/Salesforce

Communication

Travel 20%

Tools

Salesforce

Excel

PowerPoint

Job description

PCS Retirement, LLC, a subsidiary of FSG Parent L.P., is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts.

At PCS Retirement, we cultivate an environment built on trust, where every team member is empowered to take ownership and contribute to our shared vision. Through collaborative teamwork we foster growth, both personally and professionally, ensuring that together we exceed expectations and achieve remarkable success.

To learn more, visit https://www.pcsretirement.com/

Job Summary

The Strategic Accounts Director is responsible for the overall relationship management of assigned strategic distribution partners. This role will develop and execute strategic plans with each relationship; focusing on sales growth, operational efficiency, training, and marketing needs. Such relationships could include firms such as Broker/Dealers, RIAs, Platforms and TAMPs.

Job 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, advocating for strategic partners by 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 arose
• 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

Requirements

• Minimum of 10 years of experience with defined contribution markets.
• Experience working with a sales quota.
• Working knowledge of investments and qualified plans is required.
• High level competency with Microsoft, Salesforce, Excel and Power Point required.
• Ability to exercise independent, mature judgment, prioritize tasks & maintain confidentiality and the ability to multi-task is required. Proven ability to work in high pressure environment with deadlines.
• Possesses the ability to display a range of characteristics, including calmness under pressure, a positive attitude, excellent communication and interpersonal skills.
• Travel up to 20%.

Remote Work Information

For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying.

Compensation Information

The average salary for this position is expected to be between $127,000 and $165,000/year however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. This role includes an incentive component in addition to a base salary. This role We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-case basis. Other rewards and benefits may include: 401(k) match, medical, dental, vision, life insurance, short and long term disability, paid-time off, etc. For more information, please visit pcsretirement.com/careers

Additional Information

As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.