Director, Strategic Accounts & Channel Development

Director, Strategic Accounts & Channel Development

Join to apply for the Director, Strategic Accounts & Channel Development role at July Business Services.

Job Description

JULY is seeking a senior distribution leader to build and expand our institutional and channel partnerships across the retirement plan marketplace. This role owns national relationships with advisor home offices, broker‑dealers, custodians, fiduciary platforms, payroll providers, and emerging distribution channels, with a mandate to create scalable, repeatable growth paths for JULY’s Regional Sales Directors.

The Director of Strategic Accounts & Channel Development is responsible for architecting channel strategy, negotiating commercial alignment with partners, driving advisor penetration within those partners, and ensuring JULY becomes a preferred provider within their distribution ecosystems. This high‑impact, outward‑facing role requires commercial discipline, political navigation skills, and a strong understanding of the retirement plan landscape.

Primary Responsibilities Channel Strategy & Leadership

• Build and lead JULY’s national channel and institutional distribution program.
• Identify, prioritize, and onboard new strategic partner channels that can materially expand advisor reach and sales velocity.
• Develop multi‑year channel roadmaps, including segmentation, penetration strategies, commercial alignment, and performance expectations.
• Negotiate partner agreements, product positioning, service alignment, and home‑office approvals.

Strategic Account Ownership

• Serve as the primary executive relationship owner for top‑tier partner firms and distribution platforms.
• Conduct regular business reviews with partner leadership, ensuring clear expectations, growth plans, and performance accountability.
• Drive expansion within existing partners, including deeper advisor adoption, increased producing advisors, and broader product penetration.

Sales Execution & Advisor Growth

• Build partner‑specific go‑to‑market strategies that accelerate advisor activity and new plan production.
• Collaborate with Regional Sales Directors and other growth leaders to coordinate field engagement and maximize opportunities within partner ecosystems.
• Deliver high‑impact presentations, product positioning sessions, and training to partner home offices and advisor networks.
• Work with partners to design joint marketing programs, advisor education initiatives, targeted campaigns, and content strategies.
• Represent JULY at conferences, national sales meetings, and partner events to strengthen visibility and drive engagement.

Collaboration & Internal Alignment

• Partner with Business Development and Product teams to tailor channel‑specific solutions, integrations, and service models.
• Work with Marketing to refine advisor targeting, partner campaigns, and pipeline acceleration strategies.
• Support the Internal Sales Desk through partner intelligence, advisor lists, and targeted outreach guidance.
• Provide structured feedback to improve systems, automation, and analytics supporting channel distribution and lead flow.

Analytics, Reporting & Accountability

• Maintain a disciplined and transparent pipeline aligned with partner strategies and JULY sales objectives.
• Analyze partner production data to assess advisor activity, penetration rates, and revenue contribution.
• Report trends, risks, and opportunities to senior leadership with clear recommendations for action.
• Monitor ROI on partner programs and adjust strategies based on performance results.

Success Metrics

• Revenue / Assets Sold from assigned strategic accounts and channels.
• Advisor Penetration within each partner.
• Growth Rate in plan count and assets from top distribution partners.
• New product creation/expansion from top distribution partners.
• Win Rates on partner‑sourced opportunities.
• Partner Engagement demonstrated through business reviews, campaigns, and field alignment.

Qualifications Required

• Bachelor’s degree.
• 7–12+ years of institutional distribution, channel sales, or strategic account leadership experience.
• Deep knowledge of qualified plans, ERISA rules, and plan design.
• Success managing home‑office relationships.
• Strong commercial acumen, negotiation skills, and executive presence.

Preferred

• Experience building or scaling a national channel program.
• Background in TPA or recordkeeping distribution.
• QKA, QPFC, or similar designation.
• Entrepreneurial mindset.

About JULY

JULY is a fast‑growing, technology‑forward retirement plan services company supporting over 8,500 employers and 250,000 participants. We pair innovation with hands‑on expertise to deliver exceptional experiences to financial advisors, institutions, and plan sponsors.

Seniority Level

• Director

Employment Type

• Full‑time

Job Function

• Sales and Business Development

Location:

Waco, TX – Salary: $–$ – Posted 1 week ago.

Referrals increase your chances of interviewing at July Business Services by 2x. Apply BELOW