National Account Manager

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a National Account Manager based in United States.

• 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.

• 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.

• 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.