401GO · 20 hours ago
National Account Manager - Financial Advisors
United States
Contract
Remote
Senior Level, Lead/Staff
10+ years exp401GO is a fast-growing fintech start-up focused on reinventing retirement solutions. The National Account Manager is responsible for leading strategic relationships with major home offices in the retirement and wealth management space, driving product placement and partnership growth.
Financial ServicesProfessional ServicesSmall and Medium BusinessesSoftware
Responsibilities
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
Qualification
Required
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)
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
Familiarity with CRM tools, sales analytics platforms, and enterprise reporting
Benefits
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.
Company
401GO
401GO administers 401(k) plans for business of all sizes and helps them to run their business smoothly.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$47MKey Investors
Centana Growth PartnersNEXT Frontier CapitalImpression Ventures
2025-12-09Series B· $33M
2024-04-23Series A· $12M
2021-08-17Seed· $2M
Leadership Team
Daniel Beck
Co-Founder | CEO
Nathan Beck
Co-Founder and CTO
Recent News
alleywatch.com
2025-12-16
vcnewsdaily.com
2025-12-12
2025-12-12
Company data provided by crunchbase