Vice President, National Accounts
confidentialNew York, NY
Vice President, National Accounts
confidentialNew York, NY
21 days ago
Occupations
Personal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSales ManagersIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout the role
Vice President, National Accounts
About the Company:
Alternative investment firm driving distribution strategies and client growth Industry
Investment Management Type
Privately HeldAbout the RoleThe Company is seeking a Vice President, National Accounts to spearhead the distribution of alternative investments across RIA and independent broker-dealer relationships. The successful candidate will be responsible for leading strategic initiatives, collaborating with internal and external partners to implement sales strategies, and enhancing client engagement. This role requires the development and execution of client business plans, serving as a trusted advisor with industry-leading product placement expertise, and coordinating product rollouts to maximize sales opportunities. The Vice President will also be expected to maintain active documentation of client activities, engage in frequent travel, and ensure that all client-focused activities are seamlessly communicated and tracked. Applicants for the Vice President, National Accounts position at the company should have a Bachelor’s degree, with a preference for a relevant field, and a minimum of 10 years' experience in placing complex products with RIAs and independent firms. A strong working knowledge of RIA ecosystems, including sales, custodial, product, and research perspectives, is essential, as is an intermediate understanding of alternative investment products and asset classes. The role demands a candidate with Series 7 and 63 licenses, strong leadership, communication, and consultative sales skills, and the ability to travel up to 50% for client support and business development. Proficiency in CRM systems for documenting client activities is also a key requirement. Functions Account Management/Optimization
Sales/Revenue
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JOB OVERVIEW
Experience level
Manager
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
21 days ago
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