Vice President, National Accounts

Job DetailExperience Level Associate DirectorDegree Type Bachelor of Arts (BA)Employment Full TimeWorking Type HybridJob Reference 0000021834Salary Type AnnuallyIndustry Asset ManagementSelling Points Lead impactful distribution strategies for alternative investments across key accounts. Collaborate with industry leaders to drive growth and innovation. Enhance client relationships through strategic initiatives and expert product placement.Job DescriptionVice President, National Accounts OverviewThe Vice President, National Accounts will lead strategic initiatives for alternative investment distribution across RIA and independent broker-dealer relationships.Collaborate with internal teams and external partners to implement top-down sales strategies and enhance client engagement.Develop and execute client business plans, monitoring success metrics and ensuring alignment with organizational goals.Serve as a trusted advisor to clients, delivering industry-leading due diligence and product placement expertise.Coordinate product and platform rollouts, maximizing sales opportunities through strategic collaboration.Maintain active SWOT documentation for key clients and establish routines to support relationship growth.Document client-focused activities via CRM systems to ensure seamless communication and tracking.Engage in frequent travel to support key client relationships and business development initiatives.Vice President, National Accounts Key Responsibilities & DutiesLead research engagement to deliver due diligence experiences to white-label research teams.Cultivate trust-based relationships with research teams, operational analysts, and leadership.Collaborate with internal research teams and GP partners to align strategies and industry trends.Coordinate product rollouts across internal and external stakeholders to maximize sales impact.Develop client collateral in partnership with marketing teams to support sales efforts.Strengthen relationships through comprehensive contact strategies with key decision-makers.Implement consultative sales processes to increase profitability and asset retention.Participate in harmonizing strategies and tactics for distribution opportunities.Vice President, National Accounts Job RequirementsBachelor’s degree required, preferably in a relevant field.Minimum 10 years of experience in placing complex products with RIAs and independent firms.Working knowledge of RIA ecosystems, including sales, custodial, product, and research perspectives.Intermediate knowledge of alternative investment products and asset classes.Series 7 and 63 licenses required.Strong leadership, communication, and consultative sales skills.Ability to travel up to 50% for client support and business development.Proficiency in CRM systems for documenting client activities.