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July Business Services · 14 hours ago

Director, Strategic Accounts & Channel Development

United States

Full-time

Remote

Mid, Senior Level

7+ years exp

July Business Services is seeking a senior distribution leader to build and expand their institutional and channel partnerships across the retirement plan marketplace. This role involves owning national relationships and driving growth strategies to ensure JULY becomes a preferred provider within distribution ecosystems.

ConsultingFinancial ServicesInformation Technology

Hiring Manager

Pam Pryor

Responsibilities

Build and lead JULY’s national channel and institutional distribution program

Identify, prioritize, and onboard new strategic partner channels that can materially expand advisor reach and sales velocity

Develop multi-year channel roadmaps, including segmentation, penetration strategies, commercial alignment, and performance expectations

Negotiate partner agreements, product positioning, service alignment, and home-office approvals

Serve as the primary executive relationship owner 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 within existing partners, including deeper advisor adoption, increased producing advisors, and broader product penetration

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 within 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

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 outreach guidance

Provide structured feedback to improve systems, automation, and analytics supporting channel distribution and lead flow

Maintain a disciplined and transparent pipeline aligned with partner strategies and JULY sales objectives

Analyze partner production data to assess advisor activity, penetration rates, and revenue 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

Qualification

Institutional distribution experienceChannel sales leadershipNegotiation skillsERISA rulesStrategic account managementCommercial acumenBachelor's degreeExecutive presenceEntrepreneurial mindsetQKAQPFC designationExperience in TPA distribution