Vice President, National Accounts

Vice President, National Accounts

About the Company

Alternative investment firm driving distribution strategies and client growth

Industry
Investment Management

Type
Privately Held

About the Role

The 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