Vice President, National Accounts
Hiring Company
About the Role
Greater New York City, NY Area (Hybrid)
The Company is seeking a Vice President for its National Accounts team, with a focus on alternative investment products. The successful candidate will be tasked with supporting the company's national account efforts to expand business and implement alternative investment product placement and management. This role involves developing and executing client business plans, monitoring their success, and collaborating with internal and external partners to drive sales. The ideal candidate should have a strong background in investment products, particularly in the RIA and independent broker-dealer space, and be adept at firm-level marketing initiatives and service-level requests to enhance sales. Applicants must have a minimum of 10 years' experience in placing complex products with RIAs and independent firms, a Bachelor's degree, and the necessary Series 7 and 63 licenses. The role requires a deep understanding of the RIA and independent firm ecosystems from various perspectives, including sales, custodial, product, and research. The Vice President will be responsible for leading research engagement, cultivating relationships with key clients, and owning product and platform rollouts. Strong leadership, communication, and sales skills are essential, as is the ability to influence and persuade others. The position demands a proactive, consultative sales approach, and the candidate should be prepared to travel up to 50% of the time for client support and business development activities.
Functions:
- Account Management/Optimization
- Sales/Revenue
About the Company
Vibrant financial technology (FinTech) organization
Industry
Financial Services
Type
Privately Held, Private Equity-backed
Age
employees
1001-5000