Senior Relationship Manager

6 days ago


Yorba Linda, California, United States Saturna Capital Full time
Role Overview
Saturna Capital is seeking a seasoned National Accounts Manager to drive sales growth and build relationships with key national accounts in the intermediary channel. This strategic role will play a pivotal part in expanding our distribution capabilities across broker-dealers, wirehouses, RIAs, and other financial institutions.

Key Responsibilities
• Develop and execute strategic account management plans to drive sales growth and relationship expansion
• Collaborate with internal teams to ensure alignment with the firm's objectives and provide exceptional client service
• Build and maintain strong relationships with key national accounts, leveraging expertise in investment products and market trends

Requirements
• Bachelor's degree in Business, Finance, or relevant field; MBA or advanced degree preferred
• Minimum 7-10 years of experience in national accounts management, sales, or business development within asset management
• Proven track record of success in managing and growing relationships with key national accounts in the intermediary channel
• Strong knowledge of mutual funds, SMAs, and other investment products; expertise in distribution landscape
• FINRA SIE Exam, Series 7 and 66 licenses; existing holder or pass within nine months

About Us
Saturna Capital is an Investment Advisor to twelve mutual funds and private clients, emphasizing sustainability and employee wellness. We offer a competitive compensation package, including $160,000 – $200,000 annual base wage, comprehensive benefits, and opportunities for professional growth.

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