National Accounts Manager

Security Benefit Business Services / Everly Life•Topeka, KS

1d•Hybrid

About The Position

Security Benefit is a leader in the U.S. retirement market with more than $60 billion in assets under management. We offer opportunities to thrive, innovate, and make an impact. As part of our team, you’ll play a key role in driving the future of the U.S. retirement industry. Security Benefit is a PLACE where we promise to help our customers To and Through Retirement®. As a National Accounts Manager you will provide support for our Financial Institutions and Independent Broker Dealer channels. Security Benefit fosters strong partnerships to provide insightful and customized retirement solutions for employers and individual investors nationwide. Through a broad advisor network and its nationally recognized money managers, Security Benefit provides mutual funds, annuities and retirement programs. As an industry leader in service technology, our affiliates offer business processing and broker/dealer solutions tailored to the financial services marketplace. The National Accounts department provides services and support to banks, credit unions and Independent Broker Dealers. The National Accounts Manager will serve as a National Account lead across all partners and distribution platforms, collaborate with marketing and distribution to increase sales and profitability, establish sales goals with each partner and implement campaigns to help attain the goals, negotiate marketing allowances, commission agreements, and onboarding initiatives for existing and new partner relationships, develop and execute business plans with key partners to increase product penetration, advisor adoption, and overall sales effectiveness, deliver high-impact presentations to home office COI, sales desks, field teams and advisors, represent the firm at industry conferences and events, partner with internal sales teams to align national account strategies with field execution and client engagement, conduct ongoing market research and competitive intelligence analysis, collaborate with investment analysts and industry research teams, serve as a liaison between product development, marketing, and distribution teams, lead onboarding processes for new distribution partners, design and implement joint marketing initiatives with partner firms, influence product development and enhancements, monitor platform performance, sales metrics, and partner engagement, build and maintain relationships with key decision-makers, and ensure compliance with regulatory requirements and firm policies.

Requirements

Bachelor’s degree in business or related degree
10+ years’ financial services experience, managing Financial Institution, bank, or broker-dealer distribution relationships in the insurance, annuity MF or retirement industry
Series 6, 23 Licenses
Strong written and verbal communication skills
Strong presentation skills with the ability to adapt to multiple situations
Ability to perform with minimal supervision
Ability to multitask, set priorities and execute against goals
Detail oriented, self-motivated, dependable, and quality oriented
Strong computer skills and proficiency in Microsoft Office suite, PowerPoint with emphasis on Excel.
Must have shown dedication to increase personal development and exhibited proven performance skills
Proven ability to work both as a team and independently
Great customer service delivery with strong follow-up responsiveness
In depth understanding of sales metrics and trends
Availability to travel as needed

Responsibilities

Serve as a National Account lead across all partners and distribution platforms
Collaborate with marketing and distribution to increase sales and profitability through top-down support and execution of firm wide goals
Establish sales goals with each partner and implement campaigns to help attain the goals
Negotiate marketing allowances, commission agreements, and onboarding initiatives for existing and new partner relationships
Develop and execute business plans with key partners to increase product penetration, advisor adoption, and overall sales effectiveness.
Deliver high-impact presentations to home office COI, sales desks, field teams and advisors.
Represent the firm at industry conferences and events, leading keynote presentations, panel discussions, and breakout sessions to elevate brand visibility and sales.
Partner with internal sales teams (wholesalers, consultants, and distribution leaders) to align national account strategies with field execution and client engagement.
Conduct ongoing market research and competitive intelligence analysis to identify trends, product gaps, and emerging opportunities across the financial services landscape.
Collaborate with investment analysts and industry research teams to translate insights into actionable product positioning, messaging, and sales strategies.
Serve as a liaison between product development, marketing, and distribution teams to ensure offerings are aligned with client needs and market demand.
Lead onboarding processes for new distribution partners, including due diligence, platform integration, training, and go-to-market planning.
Design and implement joint marketing initiatives with partner firms, including campaigns, advisor education programs, and co-branded materials.
Influence product development and enhancements by providing feedback from clients, advisors, and industry stakeholders.
Monitor platform performance, sales metrics, and partner engagement to optimize strategy and drive continuous improvement.
Build and maintain relationships with key decision-makers, including CIOs, heads of due diligence, and platform gatekeepers.
Ensure compliance with regulatory requirements and firm policies in all aspects of partner engagement and distribution activities.
Other duties as requested

Benefits

Competitive salary and annual incentive bonuses
33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance)
Paid parental leave after 90 days of service
Comprehensive medical, dental & vision insurance
401(k) with company match
Profit Sharing & Savings Plan
Short- and Long-Term Disability Insurance
Flexible Spending Accounts for medical and dependent care
Life Insurance
Educational assistance
Associate assistance programs