Vice President, National Accounts

Vice President, National Accounts Overview

• The Vice President, National Accounts will drive strategic growth through alternative investment product placement and management within key RIA and independent broker dealer relationships.
• Collaborate with internal teams and external stakeholders to implement top-down sales initiatives and enhance client engagement strategies.
• Develop and execute client business plans, monitor their success, and align efforts with organizational goals.
• Lead research engagement initiatives to deliver industry-leading due diligence experiences and maintain alignment on strategic placement and industry trends.
• Cultivate trust-based relationships with research teams, analysts, and operational leaders to enhance collaboration and client satisfaction.
• Coordinate product and platform rollouts with internal and external partners to maximize sales opportunities.
• Document client-focused activities in CRM systems and maintain active SWOT documentation for key clients.
• Support field-based sales efforts through the development of key client collateral in collaboration with marketing teams.
• Travel up to 50% to support key client relationships and business development activities.

Vice President, National Accounts Key Responsibilities & Duties

• Develop and execute strategies for alternative investment product placement within RIA and independent broker dealer ecosystems.
• Collaborate with research teams to align on views, pipeline strategies, and industry trends.
• Build and maintain trust-based relationships with key decision-makers and influencers at strategic firms.
• Coordinate with internal and external partners for product rollouts and maximize sales opportunities.
• Document client activities and maintain comprehensive contact routines to strengthen relationships.
• Lead direct selling efforts to increase sales and asset retention through consultative relationship management.
• Develop client-focused collateral and marketing initiatives to support sales efforts.
• Participate in harmonizing strategies and tactics for distribution opportunities and initiatives.
• Monitor and analyze the success of client business plans and adjust strategies accordingly.

Vice President, National Accounts Job Requirements

• Bachelor’s degree in a relevant field is required; advanced degrees are advantageous.
• 10+ years of experience in placing complex products within RIA and independent firm ecosystems.
• Series 7 and 63 licenses are mandatory for this role.
• Proficiency in alternative investment products and asset classes is essential.
• Strong leadership, communication, and consultative sales skills are required.
• Ability to influence, persuade, and build consensus across diverse stakeholders.
• Experience with CRM systems, particularly Salesforce, is preferred.
• Willingness to travel extensively for client support and business development activities.
• Marketing and analytical skills to implement strategic plans and enhance client engagement.