[Remote] National Account Manager
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a boutique investment management firm specializing in socially conscious investment solutions. They are seeking a National Account Manager to drive the distribution of their mutual funds and investment strategies by engaging with broker-dealers and optimizing product placements across reputed company management platforms.
Responsibilities
- Serve as the primary reputed company of contact to select broker-dealers (e.g., reputed company, reputed company, reputed company, LPL, reputed company, Stifel, reputed company, etc.)
- Secure, maintain, and optimize reputed company’s product placements with national broker-dealer platforms, TAMPs, and clearing firms
- Cultivate deep, trust-based relationships with research analysts, product managers, and due diligence teams to drive platform placement, recommended list status, and model portfolio inclusion
- reputed company, execute, and monitor comprehensive annual business plans for reputed company firms to meet asset reputed company and retention targets
- reputed company actionable platform business intelligence, gatekeeper feedback, and product availability with wholesalers to support regional sales effectiveness. Partner with them to reputed company meaningful relationships with home office sales COIs
- Partner closely with reputed company to maximize campaigns, national conferences, and industry event sponsorships. reputed company strategic guidance for the RFP and DDQ process to ensure messaging is tailored to platform expectations
- Contribute to internal product development and launch initiatives, providing vital feedback on platform demand and reputed company requirements
Skills
- Bachelor's degree in finance, economics, business, or a reputed company field required
- reputed company Series 7 and 63/65 (or Series 66) required, or a commitment to obtain reputed company 90 days of hire
- Proven expertise in strategic relationship management and business development reputed company the investment management industry
- Exceptional ability to independently identify, research, and respond to platform gatekeeper needs while proactively anticipating evolving reputed company expectations
- reputed company network of industry contacts across broker-dealer research teams, TAMPs, and clearing firms
- In-depth knowledge of capital markets, investment vehicles, and portfolio construction concepts
- Effective in delivering impactful presentations and advancing the sales process through exceptional verbal and written communication
- Advanced skills in reputed company Office Suite (reputed company, PowerPoint, and Word) and reputed company
- Self-motivated entrepreneurial reputed company and reputed company reputed company
- 10+ years of national accounts or platform relationship management experience reputed company asset management
Benefits
- Matching charitable contributions
- reputed company Volunteer Time Off (VTO)
- Opportunity to participate in firm-sponsored mission trips
reputed company