ETF/SMA National Accounts Manager

As support for our affiliate, CresAlta Investment Management, AMG National Trust is seeking an experienced ETF/SMA National Accounts Manager to lead and expand firm‑wide relationships with national and regional broker‑dealers, RIA platforms, wirehouses, and model marketplaces. This role is critical to scaling distribution for a growing ETF platform and will serve as the primary point of contact for asset‑gathering partners nationwide.

The ideal candidate brings strong ETF distribution experience, established platform relationships, and the ability to work collaboratively across sales, portfolio management, compliance, and marketing in a lean, entrepreneurial environment.

Key Responsibilities

• Own and manage strategic relationships with national and regional broker‑dealers, RIA custodians, model platforms, and home offices

• Drive ETF platform approvals, due diligence submissions, and product placements (SMAs, models, UMAs, ETFs)

• Partner with external wholesalers and internal sales leadership to align national account strategy with regional execution

• Develop and execute asset‑growth strategies for firm ETFs across approved platforms

• Serve as lead contact for home office investment, product, and compliance teams

• Track and report asset flows, platform penetration, pipeline activity, and strategic initiatives

• Collaborate on product positioning, platform‑specific marketing, and advisor education initiatives

• Attend industry conferences, platform due‑diligence meetings, and key partner events

• Maintain deep understanding of ETF markets, competitive landscape, and distribution trends

Qualifications & Experience

• 7–12+ years in asset management sales, ETF distribution, or national accounts

• Direct experience working with broker‑dealer or RIA platforms (wirehouse, independent BD, bank, or RIA custodial platforms)

• Demonstrated success driving ETF approvals and asset growth

• Strong existing national account relationships preferred

• Deep understanding of ETFs, portfolio construction, and advisor use cases

• Self‑starter comfortable in a small, entrepreneurial firm environment

• Excellent communication, strategic planning, and relationship‑management skills

• Series 7 and 63 required; 65 or 66 preferred (or ability to obtain)

AMG is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected Veteran status.

Visa sponsorship is not available for this role

Position will be posted through 6/30/2026