Vice President, Global National Accounts, Senior Relationship Manager

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.

All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description.

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 xhyhwjd 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)