Managing Director – National Accounts, Asset Management

This is a fully remote position, open to applicants in United States.

📋 Description

• Supervise the distribution strategy for investment products and the approval processes for investment product platforms.

• Foster and maintain relationships with prominent asset management firms, investment managers, and distribution partners.

• Directly manage key firm relationships while also serving as a player-coach.

• Develop business plans, set objectives, and deliver solutions that align with client expectations.

• Formulate and execute sales strategies, business plans, tailored client solutions, and business development initiatives.

• Mentor and develop team members through developmental activities, joint client meetings, and activity tracking.

• Oversee internal resources, including marketing, field resources, events, conferences, and campaign execution.

• Identify potential new firm partnerships, assess potential relationships, and ensure profitability of those relationships.

• Manage expenses related to conferences and sponsored events in accordance with budgetary constraints.

• Act as a thought leader during industry meetings and conferences.

• Assist internal business units with various projects and initiatives.

• Drive growth in the Research and Advisory, Institutional, and major RIA channels.

• Oversee industry and regulatory strategies, ensuring enterprise compliance with regulatory standards.

• Collaborate with Executive Management, Distribution, Product, and Investment Management teams.

• Work alongside distribution partners to discover, assess, and manage new business opportunities and marketing strategies.

• Provide leadership and mentorship to direct reports.

⛳️ Requirements

• A minimum of twelve years of experience in the financial services industry, including roles in management.

• Possession of FINRA Series 7 certification.

• Possession of FINRA Series 63 certification.

• Possession of FINRA Series 24 certification or the ability to obtain it within 90 days of starting the position.

• Comprehensive understanding of investment products such as Mutual Funds, ETFs, SMAs, and CITs.

• Experience in relationship management with national accounts.

• Familiarity with industry analytics and service providers.

• Leadership abilities to develop and implement business strategies while coaching and developing staff.

• Exceptional written and verbal communication skills, along with public speaking and negotiation capabilities.

• Capability to thrive in a fast-paced, deadline-oriented environment.

• Willingness to travel frequently, approximately 25 to 50%, for client leadership meetings, sales training, and conferences.

🏝️ Benefits

• Bonus for Eligible Employees.

• Pension Plan.

• 401k Match.

• Employee Stock Purchase Plan.

• Tuition Reimbursement.

• Disability Insurance.

• Medical Insurance.

• Dental Insurance.

• Vision Insurance.

• Employee Discounts.

• Career Training & Development Opportunities.

• Paid Time Off starting at 160 hours annually for employees in their first year of service.

• Ten (10) paid holidays per year.

• Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars.

• Fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service.

• Adoption Assistance.

• Employee Assistance Program.

• Back-Up Care Program.

• PTO for Volunteer Hours.

• Employee Matching Gifts Program.

• Employee Resource Groups.

• Inclusion and Diversity Programs.

• Employee Recognition Program.

• Referral Bonus Programs.

• Annual Bonus based on the Company Bonus Plan/Individual Performance and at Company Discretion.

• Potential eligibility for sales incentive plan(s).