Head of Employer Partnerships (Head of Sales)

Overview of PensionBee

PensionBee is a leading online retirement account provider, making retirement saving straightforward and accessible for as many people as possible. PensionBee helps its customers to consolidate old retirement accounts, enabling them to easily rollover existing 401k(s) and Individual Retirement Accounts (IRAs) into a new PensionBee IRA. 

PensionBee’s IRA is accessible from our website or mobile app. Customers will receive visibility of their retirement savings and access to world-leading investments (ETFs powered by State Street). Our customized retirement planning tools enable consumers to grow their savings and ultimately prepare for retirement confidently.  

Operating in the United Kingdom since 2014, PensionBee administers over $7 billion on behalf of over 260,000 customers. PensionBee has recently extended its award-winning marketing and technology approach to the United States, seeking to rapidly grow its customer base from its operational headquarters in New York City.

In addition to our direct-to-consumer offering, we enable employers to transfer former employees’ 401k(s) - with a limit of under $7,000 - into a Safe Harbor IRA. Focusing on Fortune 500 employers and working closely with our partner, State Street, we believe our Safe Harbor IRA offers consumers a good home for their former 401(k) accounts and an excellent base from which to consolidate and grow further retirement accounts.   

The Head of Employer Partnerships Role

As Head of Employer Partnerships you will be responsible for: 

• Taking full ownership of the distribution of our Safe Harbor IRA to employer clients
• Sourcing, developing, maintaining and converting employer relationships through a B2B sales cycle, leading all follow up communications on a personalised basis
• Working closely with our partners and industry bodies to develop thought leadership around Safe Harbor IRAs
• Developing and executing a B2B marketing strategy, including white papers, customised content, email campaigns and press releases
• Attending relevant industry conferences across the United States to network with potential clients
• Attending occasional on-site meetings with clients and partners throughout the US

The successful candidate will have an appropriate combination of the following:

• Experience in the defined contribution and/or employee benefits industries (ideally with a focus on sales activities)
• An existing network of contacts in the employee benefits industry (ideally with a focus on Fortune 500 companies)
• Experience in executing (from start to finish) business-to-business marketing campaigns in adjacent industries
• Proven results in successfully driving sales in a B2B role

Up to $100,000 of annual salary

• Bonus participation, including equity, with attractive bonus payments based on success
• 33 days of paid time off, including relevant Federal Holidays
• Separate paid sick leave policy 
• 401(k) access with 3% match and immediate vesting
• 100% paid health, dental, vision, and life insurance for employee, as well as long-term disability
• Access to a number of other wellness perks and policies