Strategic Accounts Director

Company Overview

PCS Retirement, LLC, a subsidiary of FSG Parent L.P., is one of the nation's largest independent and conflict‑free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data‑driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non‑Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts.

At PCS Retirement, we cultivate an environment built on trust, where every team member is empowered to take ownership and contribute to our shared vision. Through collaborative teamwork we foster growth, both personally and professionally, ensuring that together we exceed expectations and achieve remarkable success.

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The Strategic Accounts Director is responsible for the overall relationship management of assigned strategic distribution partners. This role will develop and execute strategic plans with each relationship, focusing on sales growth, operational efficiency, training, and marketing needs. Such relationships could include firms such as Broker/Dealers, RIAs, Platforms and TAMPs.

• Develop deep understanding of culture, strategy, and navigation with our National Account relationships; proactively work to position PCS Retirement as a key distribution partner within their system; find opportunities to connect at all levels of the organization.
• Advocate for strategic partners by helping to drive initiatives within PCS to ensure that we are maximizing opportunities for growth. Work collaboratively, advocating for strategic partners by promoting, training, and communicating internally with Sales/Sales Management, Marketing, Product and Service teams. Identify trends and elevate to the appropriate parties for consideration.
• Support distribution initiatives such as internal sales prospecting, campaign development/execution, and sales/service promotional efforts with fund company partners which encourage overall success.
• Represent PCS at partner and industry functions/conferences, ensuring that PCS is properly positioned, networking and prospecting new advisor/plan opportunities.
• Serve as product/service expert to champion PCS and effectively manage/solve issues as they arise.
• Monitor activity with key accounts, measure progress, implement actions to success of strategies and initiatives.
• Process Improvement – manage workflows with focus on consistency, maintain/improve processes to ensure operational efficiencies.
• Lead, coordinate, and participate in special projects which support our overall sales distribution and retention strategy including (but not limited to) workflow development, new product rollouts, training, and delivery.
• Under the direction of the Head of Sales, work closely with and communicate information to other units and their managers when needed to ensure consistency with various Retirement Plan Operations with a high level of customer service and overall retention of plans/assets. Develop strong working relationships with leadership throughout the organization.
• Any and all other tasks assigned by manager.

• Bachelor’s degree preferred.
• Minimum of 10 years of experience with defined contribution markets.
• Experience working with a sales quota.
• Working knowledge of investments and qualified plans is required.
• High level competency with Microsoft, Salesforce, Excel and PowerPoint required.
• Ability to exercise independent, mature judgment, prioritize tasks & maintain confidentiality and the ability to multi‑task is required. Proven ability to work in a high‑pressure environment with deadlines.
• Possesses the ability to display a range of characteristics, including calmness under pressure, a positive attitude, excellent communication and interpersonal skills.
• Travel up to 20%.

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