National Account Manager
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Job Description
National Account Manager driving growth and retention in retirement services through strategic advisor relationships and education initiatives. Requires expertise in defined contribution marketplace and complex advisor engagements.
Responsibilities:
- Establish, develop, and manage strong, trust-based relationships with key advisor firms and dealer firms, including senior home-office sales, product, marketing, and service leadership
- Serve as the primary relationship owner and strategic facilitator for assigned advisor and dealer firm relationships
- Execute against Empower’s tiered advisor/dealer firm engagement model, customizing engagement strategies based on firm size, influence, and growth potential
- Act as a senior escalation point for complex service or relationship issues that cannot be resolved through standard operational channels
- Develop and execute strategic business plans to increase sales, revenue, retention, and market penetration across assigned firms
- Drive growth by partnering closely with Empower Sales Directors, Investment Sales, Product, Marketing, and Client Service teams to identify and pursue opportunities
- Increase adoption of Empower’s proprietary investment offerings, services, and best practices across advisor and dealer firm platforms
- Identify cross-sell, upsell, and expansion opportunities aligned with advisor firm business objectives
- Communicate Empower’s value proposition through face-to-face meetings, phone, email, webinars, conferences, and industry events
- Lead advisor and dealer firm education initiatives, including sales desk training, field-level education, and strategic planning sessions
- Represent Empower as a subject matter expert at dealer firm and industry conferences, including pursuing speaking opportunities for top-tier firms
- Develop scalable engagement campaigns, in partnership with Sales, Marketing, and Product teams, that can be leveraged consistently across relationship managers and channels
- Serve as the voice of the advisor and dealer firm internally, advocating for partner needs and influencing internal priorities where appropriate
- Communicate effectively with internal stakeholders and leverage senior leadership to strengthen relationships and execute marketplace strategies
- Collaborate and lead projects supported by Operations, Client Services, Relationship Management, and Sales teams to ensure consistent, high-quality delivery and execution
- Monitor advisor satisfaction, retention trends, platform utilization, and plan performance
- Analyze market, advisor, and plan trends to identify growth opportunities and align Empower solutions with advisor firm business goals
Requirements:
- Bachelor’s degree required; advanced degree a plus
- Minimum 8–10 years of directly related experience in retirement services, defined contribution, financial services, or investment distribution
- FINRA Series 6 and 63 required within established corporate guidelines FINRA fingerprinting required
- Demonstrated experience managing complex advisor or dealer firm relationships at an enterprise or home-office level
- Strong, established relationships with advisor firms, broker-dealers, consultants, or key industry decision-makers preferred
- Deep knowledge of the retirement plan marketplace, defined contribution administration, investment products, and advisor distribution models
- Strong strategic thinking, relationship management, and consultative selling capabilities
- Ability to communicate Empower’s solutions in a confident, compelling, and executive-level manner
- Proven ability to manage multiple priorities, complex initiatives, and strict deadlines
- Strong analytical, problem-solving, and collaboration skills
- Ability to travel 10–50%, including overnight travel, to support advisor and dealer firm relationships, attend meetings, and represent Empower at industry events
- Ability to work in a professional office or remote environment and routinely use standard office equipment.
Benefits:
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
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