Teams at Strongpoint Partners

The Internal Business Development Consultant drives growth by managing inbound leads, engaging financial advisors, and collaborating with the sales team to transition opportunities.

Manage a portfolio of 401(k) plans, perform compliance testing and deliver recommendations on plan design while ensuring operational compliance with ERISA regulations.

Lead and grow a defined contribution retirement plan practice by overseeing plan administration, compliance, partner support, onboarding/book conversions, client and advisor relationships, team development, and P&L management. Act as technical escalation, support M&A integrations, implement scalable processes, and drive operational excellence and profitability.