National Account Manager

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

📋 Description

• Act as the main liaison for select broker-dealers (e.g., Charles Schwab, Edward Jones, Envestnet, LPL, Raymond James, Stifel, Wells Fargo, etc.).

• Acquire, sustain, and enhance Crossmark’s product placements with national broker-dealer platforms, TAMPs, and clearing firms.

• Build strong, trust-based relationships with research analysts, product managers, and due diligence teams to promote platform placement, recommended list status, and model portfolio inclusion.

• Create, implement, and oversee comprehensive annual business plans for focus firms to achieve asset growth and retention goals.

• Provide actionable platform business intelligence, gatekeeper insights, and product availability to wholesalers to enhance regional sales effectiveness.

• Collaborate closely with Sales and Marketing to optimize campaigns, national conferences, and industry event sponsorships.

• Offer strategic direction for the RFP and DDQ processes to ensure messaging aligns with platform expectations.

• Participate in internal product development and launch initiatives, delivering essential feedback on platform demand and onboarding criteria.

⛳️ Requirements

• Bachelor’s degree in finance, economics, business, or a related discipline is mandatory.

• FINRA Series 7 and 63/65 (or Series 66) is required, or a commitment to obtain within 90 days of hire.

• Over 10 years of experience in national accounts or platform relationship management within asset management is preferred.

• Demonstrated expertise in strategic relationship management and business development in the investment management sector.

• Exceptional capability to independently identify, research, and address platform gatekeeper needs while proactively anticipating evolving client expectations.

• A current network of industry contacts across broker-dealer research teams, TAMPs, and clearing firms.

• Extensive knowledge of capital markets, investment vehicles, and concepts of portfolio construction.

• Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, and Word) and Salesforce.

• Self-driven entrepreneurial mindset and professional integrity.

🏝️ Benefits

• Paid Volunteer Time Off (VTO)

• Opportunity to participate in firm-sponsored mission trips