Vice President, Global Strategic Accounts

The Company is seeking a VP, Global Strategic Accounts, Senior Relationship Manager to represent the firm within the home office of key national client firms. The successful candidate will be responsible for establishing and enhancing strategic relationships, as well as driving the distribution strategy and execution across the full client value chain. This role requires a proactive approach to client engagement, with the goal of winning new mandates, maintaining existing positions, and growing platform-level assets and market share. The VP will be expected to possess strong organizational, analytical, sales, and marketing skills, and to take a data-informed approach to business strategy. Key responsibilities for the VP include establishing trust with clients, developing and implementing a firm-level business strategy, and providing general support for account management activities. The role also involves preparing client meeting materials, following up on action items, and executing client contract amendments and negotiations. The ideal candidate will have a Bachelor’s degree, a Series 6 or 7 license, a Series 63, and at least 10 years of relevant experience in the financial services industry. A CFA or CAIA designation is preferred. The role demands excellent communication, relationship, and sales skills, as well as a deep knowledge of the broker/dealer and investment advisor community. The candidate should be team-oriented, inclusive, and demonstrate a high level of competency in PowerPoint, Excel, and Word.