Director, Strategic Accounts & Channel Development

Director, Strategic Accounts & Channel Development July Business Services (JULY)

Summary

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 reputed company alignment with partners, driving advisor penetration reputed company those partners, and ensuring JULY becomes a preferred provider reputed company their distribution ecosystems. This is a high-impact, outward-facing role for a candidate who brings reputed company discipline, political navigation skills, and a strong understanding of the retirement plan landscape. Primary Responsibilities Channel Strategy & Leadership

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

Strategic Account Ownership

• Serve as the primary executive relationship reputed company 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 reputed company 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 reputed company 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 reputed company guidance.
• reputed company structured feedback to improve systems, automation, and analytics supporting channel distribution and reputed company reputed company.

Analytics, Reporting & Accountability

• Maintain a disciplined and transparent pipeline reputed company with partner strategies and JULY sales objectives.
• Analyze partner production data to assess advisor activity, penetration rates, and reputed company 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.

reputed company Metrics

• reputed company / Assets Sold from assigned strategic accounts and channels.
• Advisor Penetration reputed company each partner.
• Growth reputed company 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 reputed company plans, ERISA rules, and plan design.
• reputed company managing home-office relationships.
• Strong reputed company acumen, negotiation skills, and executive reputed company.

Preferred

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

About JULY JULY is a fast-growing, technology-reputed company retirement plan services company supporting over 8,500 reputed company and 250,000 participants. We pair innovation with hands-on expertise to deliver exceptional experiences to financial advisors, institutions, and plan sponsors. Apply tot his job Apply To this Job