Skip to main content

About 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

Matching similar jobs

JOB OVERVIEW

Experience level

Manager

Location

New York, NY

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

21 days ago

Tired of running searches?

Rank the roles you'd take once, and matches like these arrive on their own.

CREATE PROFILE (opens in a new tab)