National Accounts Executive

3 days ago


Yorba Linda, California, United States Saturna Capital Full time
Job Summary
Saturna Capital seeks a skilled National Accounts Manager to foster strong relationships with key national accounts, drive sales growth, and contribute to the expansion of our distribution network. As a critical member of our team, you will leverage your expertise in investment products and market trends to deliver exceptional results.

Main Responsibilities
• Develop and implement strategic account management strategies to achieve sales targets and expand relationships
• Work closely with cross-functional teams to align with company objectives and ensure seamless client interactions
• Foster long-term relationships with key national accounts, utilizing your understanding of their needs and preferences

Necessary Qualifications
• Bachelor's degree in Business, Finance, or related field; advanced degree preferred
• Minimum 7-10 years of experience in national accounts management, sales, or business development within asset management
• Demonstrated success in managing and growing relationships with key national accounts in the intermediary channel
• In-depth 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

Compensation Package
We offer a highly competitive compensation package, featuring an annual base wage range of $160,000 – $200,000, along with a comprehensive benefits program and opportunities for career advancement.

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