Vice President, National Accounts

Vice President, National Accounts Overview

• The 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 & Duties

• Lead 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 Requirements

• Bachelor’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.