National Account Manager

Accountabilities

• • Develop and execute strategic account plans aligned with enterprise growth objectives, partner priorities, and assigned firm goals.
  • Serve as the primary relationship manager and strategic liaison for financial institution, bank, and wirehouse partners, cultivating trusted relationships with executive decision-makers and key stakeholders.
  • Partner with life insurance and annuity leadership to establish priorities, develop execution plans, and drive strategic initiatives through completion.
  • Lead business reviews, planning sessions, due diligence discussions, governance meetings, and other executive partner engagements.
  • Drive revenue growth, retention, account expansion, shelf placement, and distribution opportunities through proactive business development and consultative relationship management.
  • Monitor competitor activity, market trends, product positioning, pricing dynamics, and partner shelf opportunities, translating insights into actionable growth recommendations.
  • Coordinate Sales, Marketing, Product, Operations, Finance, Legal, Compliance, Technology, and field distribution resources to execute cohesive account strategies.
  • Communicate strategic changes, product enhancements, organizational updates, national meetings, and regional priorities to internal stakeholders and field teams.
  • Advocate for partner needs while balancing broader enterprise objectives, aligning resources to resolve issues and improve processes.
  • Maintain a high standard of partner satisfaction through proactive communication, timely issue resolution, and effective internal coordination.
  • Partner with operational teams to resolve escalated customer and advisor issues and identify opportunities to strengthen the overall partner experience.
  • Manage sponsored meeting budgets and support partner due diligence, reporting, agreements, and communications in accordance with organizational policies and regulatory requirements.
  • Provide informal leadership, mentorship, and strategic guidance to Relationship Managers and cross-functional colleagues, encouraging accountability, collaboration, and continuous improvement.
  • Leverage CRM platforms, sales analytics, business intelligence dashboards, executive reporting tools, and AI-enabled technologies to improve productivity, decision-making, client engagement, and business communication.

  Requirements

  • 6+ years of experience in life insurance, annuity distribution, national account management, strategic accounts, wirehouse relationships, or financial institution relationship management.
  • Strong understanding of life insurance and annuity products, distribution models, partner economics, and financial services sales environments.
  • Proven ability to drive sales and revenue growth, retention, shelf placement, partner advocacy, relationship health, and execution of firm-level business plans.
  • Experience leading business reviews, firm governance, sales planning, onboarding, product launches, distribution expansion, and strategic account initiatives.
  • Demonstrated ability to coordinate resources across Operations, Product, Marketing, Compliance, Technology, Finance, and Sales to support partner objectives and resolve escalations.
  • Strong ability to operate autonomously while maintaining alignment with leadership and broader enterprise priorities.
  • Exceptional communication, presentation, negotiation, consultative selling, and relationship management skills.
  • Ability to translate complex partner needs, market intelligence, and business information into actionable growth strategies and executive-level recommendations.
  • Experience influencing stakeholders and negotiating priorities within complex, matrixed organizations.
  • Informal leadership experience, including mentoring Relationship Managers, supporting professional development, and fostering accountability across cross-functional teams.
  • Strong analytical and problem-solving skills, with the ability to interpret sales results, partner engagement trends, operational metrics, and competitive intelligence.
  • Proficiency with Microsoft Outlook, Excel, PowerPoint, Word, Teams, CRM platforms, sales analytics tools, and business intelligence resources.
  • Experience leveraging AI-enabled tools to enhance productivity, decision-making, client engagement, or business communication.
  • Willingness and ability to travel as business needs require.

  Benefits

  • Comprehensive medical, dental, and vision insurance.
  • Mental health benefits and an employee assistance program.
  • Paid time off and other paid time-away benefits.
  • Paid parental leave.
  • Short-term disability coverage.
  • Cultural observance day.
  • Contributions toward eligible healthcare accounts.
  • Pension plan.
  • 401(k) retirement plan with company matching.
  • Employee wellbeing program with opportunities to earn cash rewards.
  • Broad benefits designed to support physical, emotional, financial, and family wellbeing.
  • Eligibility for certain benefits may vary based on position and applicable benefit plan terms.