What are the responsibilities and job description for the National Account Manager - Financial Advisors position at 401GO?
Role: National Account Manager - FA
The National Account Manager (NAM) is responsible for leading strategic relationships with some of the largest home offices in the retirement and wealth management space. This role owns executive-level engagement, platform strategy, and commercial outcomes across a portfolio of key national accounts. The NAM serves as the primary point of contact for each home office, driving product placement, platform integrations, sales enablement, and long-term partnership growth.
Job Type: Full-time
Territory: Responsible for all 50 States
Travel: Up to 30% which also includes attending various conferences and/or partner events
What You’ll Be Doing
At 401GO, we’re not just changing retirement—we’re reinventing it. As a fast-growing fintech start-up, we’ve built the world’s most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You’ll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If you’re ready to challenge the status quo and be part of something big, 401GO is the place to grow your career.
What We Offer
We are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non-discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and/or gender nonconformity) sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law.
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The National Account Manager (NAM) is responsible for leading strategic relationships with some of the largest home offices in the retirement and wealth management space. This role owns executive-level engagement, platform strategy, and commercial outcomes across a portfolio of key national accounts. The NAM serves as the primary point of contact for each home office, driving product placement, platform integrations, sales enablement, and long-term partnership growth.
Job Type: Full-time
Territory: Responsible for all 50 States
Travel: Up to 30% which also includes attending various conferences and/or partner events
What You’ll Be Doing
- Develop and execute multi-year account strategies aligned to revenue, product penetration, and relationship goals.
- Own contract negotiations, product approval processes, and enterprise-level agreements.
- Drive sales, asset growth, and adoption of firm solutions through strategic influence, strong KPIs, effective communication, and coordinated distribution support.
- Partner with internal sales teams to translate home office opportunities into field-level execution.
- Work closely with the 401GO Relationship Management team and internal teams when needed.
- Experience with Broker-Dealer, RIA platforms, large RIA aggregators, Hybrid solutions and retirement product due diligence teams.
- Strategic planning experience, including account prioritization and multi-year business planning.
- Learning how best to position the 401GO offering, leveraging our Sales Engineering team when need as well as the 401GO Executive team
- Being able to work in a competitive environment with certain short term and long term deadlines.
- Familiarity with CRM tools, sales analytics platforms, and enterprise reporting.
- Being able to speak and present to regional/national sales/executive and marketing teams in order to drive the value proposition around the partnership.
- 10 years of working with financial advisors, fee based advisors (RIA), Broker Dealers and various home offices.
- Prior start-up experience
- Financial and/or Retirement designations (AIF, CFP, QKA, CPRC, QKC)
At 401GO, we’re not just changing retirement—we’re reinventing it. As a fast-growing fintech start-up, we’ve built the world’s most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You’ll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If you’re ready to challenge the status quo and be part of something big, 401GO is the place to grow your career.
What We Offer
- A standout 401(k) plan (naturally!).
- Generous stock options—share in our growth and success.
- Flexible work environment—choose where you’re most productive.
- Excellent benefits, including medical, dental, and vision.
- Flexible hours—because great work doesn’t always happen 9–5.
- Plenty of PTO—we value work-life balance.
- A fully stocked kitchen when you’re in the office.
We are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non-discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and/or gender nonconformity) sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law.
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