Key Account Manager - Platform Relationships

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Job Purpose

The Key Account Manager, Platform Relationships is responsible for driving revenue to Jackson and is regarded as a key strategic partner by our platform relationships and the sales team. The Key Account Manager serves as Jackson's subject matter expert on distribution-oriented FinTech platforms, supporting the research, implementation, and ongoing management of platform relationships. The Key Account Manager will partner with Strategic Relationships and the sales teams to communicate Jackson product launches/changes, coordinate marketing efforts, develop and execute sales strategy, and provide day-to-day platform level support.

Essential Responsibilities

• Acts as the primary, day-to-day contact with designated platform relationships focusing on all levels of the relationship: C-suite, product contacts, home office staff, marketing contacts, and operations team(s).
• Executes the strategy to support platforms, ensuring platform initiatives are delivered effectively and aligned with Strategic Relationships and Sales priorities.
• Identifies and cultivates distribution-oriented FinTech relationships, collaborating with internal stakeholders to prioritize and implement partnership opportunities and providing ongoing oversight and management to ensure long-term success.
• Serves as a liaison and subject matter expert on platforms between Jackson and other distribution relationships, helping Key Account Managers, sales teams, and partner firms understand and use platform capabilities.
• Maintains deep knowledge of partner's advisory and operational platforms, FinTech and product offerings, and management team dynamics.
• Develops and implements platform specific initiatives and programs to drive annuity education and source leads for the sales team and communicate results of initiatives to Jackson.
• Prepares presentations and briefings for accounts and senior management. Documents and communicates results to key Jackson departments.
• Maintains client relationship management system.

Other Duties

• Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

• Strong internal and external relationship management skills.
• Knowledge of partner's advisory and operational platforms, FinTech, and product offerings.
• Proven ability to identify both near- and long-term client needs and to execute a sales and relationship management plan that achieves positive outcomes for clients and Jackson.
• Knowledge of mutual funds, variable annuities, and retirement investment products.
• Strong business judgement, resource management, business development, and negotiation skills.
• Excellent presentation skills.
• Excellent verbal, written, and interpersonal communication skills.
• Self-motivated, enthusiastic, and organized with the ability to manage details and multiple projects/deadlines simultaneously.
• Ability to travel up to 50% of the time.

Qualifications

• Bachelor's Degree required.
• 5+ years of financial services industry experience with a proven track record in advisor-sold investment product distribution or sales and relationship management experience in third party intermediary distribution channels required.
• Platform, FinTech, RIA, and/or Third Party Distribution experience preferred.
• Strong knowledge of variable, fixed, and fixed index annuities preferred.
• Securities Industry Essentials (SIE) required.
• FINRA Series 6 or 7 required.
• State Insurance License required.

Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.

Base Pay:

$130,000.00 - $150,000.00. The base salary for this position may vary depending on experience, job-related knowledge, skills, and abilities. In addition to the base salary, this role will be eligible to participate in our annual bonus program. This role will also be eligible for compensated personal time off and holidays, health benefits, 401(k) plan with generous matching and other benefit programs according to the Company's employment policies and subject to the formal terms of such plans and programs.