Vice President, Global National Accounts, Senior Relationship Manager
confidentialGlens Falls, NY
Vice President, Global National Accounts, Senior Relationship Manager
confidentialGlens Falls, NY
2 days ago
Occupations
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSecurities, Commodities, and Financial Services Sales AgentsSales and Related Workers, All OtherIndustries
Portfolio Management and Investment AdviceInvestment Banking and Securities IntermediationMiscellaneous Financial Investment ActivitiesAbout the role
Job Summary:
Represent the firm within the home office of key national client firms, focused on establishing strategic relationships and enhancing the brand. Responsible for developing and driving distribution strategy and execution across the full client value chain. Expected to take proactive approach to client engagement to win new mandates (platform placements, research recommendations and model allocations), maintain existing positions, and grow platform level assets and market share. Should possess strong organizational, analytical, sales, and marketing skills. The firm is committed to an inclusive culture, valuing diversity in support of our people and clients.
Major Responsibilities/Activities:
- Establish trust with clients to enhance relationships and encourage confidence in the firm; raising and retaining assets
- Develop, communicate and implement a holistic, data informed firm level business strategy inclusive of generating direct sales, establishing increased visibility within the system, and directing a segmented digital marketing plan
- General support of account management activities across research, due diligence, CIO office, product, and all other key centers of influence
- Preparation of client meeting materials
- Follow up on action items identified through client meetings and calls
- Execute on client contract amendments, negotiations and execution
- Develop and maintain a high level of knowledge of the firm’s products and their relevance to client base; maintain high level of responsiveness to all client requests
- Establish productive working relationships with both internal and external partners
- Liaise with various internal teams including Investments, Sales, Product Solutions, Finance, Legal & Compliance and Marketing to provide deliverables to the client
Minimum Requirements:
- Bachelor’s degree
- Series 6 or 7 license, Series 63 10+ years of relevant experience within Financial Services industry
- CFA or CAIA designation preferred
- NYC based
- Demonstrates inclusive behaviors in support of a culture that values diverse perspectives
Agrees to comply with the firm’s hybrid work policy (“work from home policy,” as aligned with the Company’s employee handbook), which currently requires reporting to the Company’s New York City office four (4) days per week, with one (1) remote workday permitted.
Beneficial Skills and Abilities
Excellent communication skills – written and verbal
Relationship and sales success in alternatives, private real estate, private equity, real assets, closed-end funds, ETFs
Deep knowledge of the broker/dealer and investment advisor community, with experience covering wirehouse relationships
Established senior level relationships and influence within broker/dealer community
Strong interest and knowledge of financial markets and investing
Strong influencing and presentation skills
High standard of analytical and written work
Displays energy, enthusiasm, drive and perseverance
Team-oriented and inclusive of all perspectives
High level of competency on PowerPoint, Excel & Word
Flexible and willing to adapt within a quickly shifting market landscape
Working Conditions: Travel varies from 25% upward (depending on time of year and client opportunity)
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JOB OVERVIEW
Experience level
Senior
Location
Glens Falls, NY
Occupation
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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