战略合作伙伴关系总监
Director of Strategic Partnerships
我们是：
Strongpoint Partners 是一个技术驱动的退休服务平合，为中小型企业提供整合的退休第三方管理、记录保存、薪资和人力资源解决方案。Strongpoint 被评为 Inc. 5000 美国增长最快的私人公司之一，并被认证为值得工作的优秀企业。Strongpoint 提供一系列服务，优先考虑准确性、合规性以及降低监管风险，由了解其所服务市场细微差别的本地客户成功团队提供支持。Strongpoint Partners 将对服务和创新的执着热情与实现人人退休成功的经验和专业知识相结合。如需更多信息，请访问：www.strongpointpartners.com。
职位概述：
Strongpoint Partners 正在寻找一位充满活力且以关系为导向的**战略合作伙伴总监**，负责与全国性和区域性 RIA 和经纪交易商、记录保存机构及资产管理公司建立和管理战略合作伙伴关系。在此职位上，您将推动销售增长，扩大市场份额，并增加 Strongpoint 退休计划解决方案在关键分销渠道中的采用率。
理想的候选人是一位具有深厚机构销售和战略客户管理经验的顾问型关系建设者。该人士对退休计划市场有深入了解，并懂得如何在既定贡献（DC）和既定福利（DB）环境中定位解决方案。
请注意：此职位为远程办公，根据需要需前往合作伙伴公司、会议和内部会议。
主要职责：
- 与战略合作伙伴公司的关键决策者建立、管理和扩展关系
- 制定并执行战略客户计划，以推动销售增长、增加分销渠道和扩大所辖账户的收入
- 识别与合作伙伴公司进行平台纳入、产品集成和联合营销活动的机会
- 监测行业趋势、竞争活动和监管发展，为内部利益相关者提供可操作的见解
- 与销售、市场、产品和运营部门跨职能合作，执行分销策略和客户项目
- 向顾问、总部团队和现场顾问提供产品培训和思想领导力演讲
- 维护准确的销售预测、管道
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Who we are:
Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com.
Position Summary:
Strongpoint Partners is seeking a dynamic and relationship-driven Director of Strategic Partnerships to develop and manage strategic partnerships with national and regional RIA and Broker-Dealer, recordkeeper, and asset management firms. In this role, you will drive sales growth, expand market share, and increase adoption of Strongpoint’s retirement plan solutions across key distribution channels.
The ideal candidate is a consultative relationship builder with a strong track record in institutional sales and strategic account management within financial services. This individual brings deep knowledge of the retirement plan marketplace and understands how to position solutions within both defined contribution (DC) and defined benefit (DB) environments.
PLEASE NOTE: This role is remote with expected travel to partner firms, conferences, and internal meetings as needed.
Key Responsibilities:
- Build, manage, and expand relationships with key decision-makers at strategic partner firms
- Develop and execute strategic account plans to drive sales growth, increase distribution, and expand revenue across assigned accounts
- Identify opportunities for platform inclusion, product integration, and co-marketing initiatives with partner firms
- Monitor industry trends, competitive activity, and regulatory developments to provide actionable insights to internal stakeholders
- Partner cross-functionally with Sales, Marketing, Product, and Operations to execute distribution strategies and client initiatives
- Deliver product training and thought leadership presentations to advisors, home office teams, and field consultants
- Maintain accurate sales forecasts, pipeline activity, and account plans using CRM tools
- Other duties as assigned
Qualifications:
- Bachelor’s degree in Finance, Business, Economics, or a related field
- 7–10 years of experience in retirement plan sales, national accounts, or institutional relationship management within financial services
- Strong understanding of ERISA and non-ERISA retirement plan structures
- Experience working with RIAs, Broker-Dealers, and distribution platforms
- Proficiency with CRM systems, Microsoft Excel, and data analytics tools
- MBA or advanced degree preferred
Key Competencies:
- Strategic and analytical thinking
- Executive-level relationship management
- Strong negotiation and presentation skills
- Entrepreneurial mindset with a results-driven approach
- Ability to navigate complex organizational structures
- Excellent written and verbal communication skills
Performance Metrics:
- Growth in plans and assets under administration across RIA and Broker-Dealer channels
- Expansion of strategic partnerships and platform placements
- Advisor engagement and effectiveness of training initiatives
- Retention and satisfaction of key distribution partners
Pay Transparency Statement:
The anticipated pay range for this position is $150,000-$175,000 annually plus commission/bonus structure.
At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.
Our Value-Driven Employee Experience:
- Flexible Workplace – Hybrid and remote options available for many roles.
- Flexible PTO – Competitive paid time off, including flexible & unlimited options.
- Inclusive Environment – A culture that values diversity, collaboration, and respect.
- Growth Opportunities – Support for ongoing learning and career development.
- Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
- Workplace Perks – Incentive bonus programs, flexible hours, & more.
**Specific benefits and programs may vary by partner and position.