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. PCS delivers record‑keeping services to 19,000 plans and 850,000 participants, managing more than $26 billion in assets under administration. The platform supports 401(k), 403(b), 457, cash balance, defined benefit, non‑qualified plans, IRAs and health‑savings accounts, and offers business‑development tools for financial advisors.
Job Summary
The Strategic Accounts Director will manage relationships with strategic distribution partners—such as broker/dealers, RIAs, platforms and TAMPs—and develop and execute strategies focused on sales growth, operational efficiency, training and marketing. The role requires collaboration across PCS teams and contributes to overall sales distribution and retention.
Job Responsibilities
- Develop deep understanding of partner culture and strategy, positioning PCS as a key distribution partner.
- Advocate for partners, driving internal initiatives within PCS and communicating results to Sales, Marketing, Product and Service teams.
- Support distribution initiatives including sales prospecting, campaign development and execution, and promotional efforts with fund‑company partners.
- Represent PCS at partner and industry functions, ensuring proper positioning and networking for new advisor/plan opportunities.
- Serve as product/service expert to champion PCS and manage/s solve issues as they arise.
- Monitor account activity, measure progress and implement actions to achieve strategy and initiative success.
- Manage workflow improvements for operational consistency and efficiency.
- Lead and participate in special projects supporting sales distribution and retention strategy (e.g., workflow development, product rollouts, training).
- Collaborate with other units and keep them informed of retirement‑plan operations, ensuring high customer service and retention.
- Perform other related tasks as assigned by manager.
Requirements
- Bachelor’s degree preferred.
- Minimum ten years’ experience in the defined‑contribution market.
- Experience managing a sales quota.
- Working knowledge of investments and qualified plans required.
- Proficiency with Microsoft Office, Salesforce, Excel and PowerPoint required.
- Strong independent judgment, prioritization, confidentiality and multitasking skills; proven ability to work under pressure.
- Excellent communication, interpersonal skills and calmness under pressure.
- Travel up to 20 %.
Remote Work Information
For all virtual remote positions, employees must maintain an uninterrupted workspace, have family‑care arrangements during business hours and meet an internet speed requirement of 50 MBps (or higher if shared). Employees should verify their connectivity before applying.
Compensation Information
The base salary range is $127,000–$165,000 annually, depending on location, experience and performance. The role includes an incentive component. Benefits may include a 401(k) match, medical, dental, vision, life insurance, short‑ and long‑term disability, paid time off, and more.
Additional Information
PCS believes a diverse, inclusive and respectful workforce is essential to success. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or other protected status. PCS provides reasonable accommodation to qualified applicants and employees with disabilities. PCS is an Equal Opportunity Employer and does not discriminate against any employee or applicant.
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