Director of National Intermediary Relations

3 weeks ago


Yorba Linda, California, United States Saturna Capital Full time
Saturna Capital Job Description

We are looking for a seasoned Director of National Intermediary Relations to lead our sales efforts in the national accounts space. This individual will be responsible for developing and executing strategic account plans to drive sales growth and increase market share.

About the Role:
• Develop and implement strategies to build and maintain relationships with national accounts
• Collaborate with internal teams to ensure alignment with the firm's strategic objectives
• Provide product expertise and market knowledge to clients
• Analyze sales data and provide insights to inform business decisions
• Lead cross-functional teams to drive sales growth and improve client satisfaction

Requirements:
• Bachelor's degree in Business, Finance, or related field (MBA or advanced degree preferred)
• 7-10 years of experience in national accounts management, sales, or business development within the asset management industry
• FINRA SIE Exam, Series 7 and 66 licenses (existing holder or pass within nine months)
• Proven track record of success in managing and growing relationships with key national accounts
• Strong knowledge of mutual funds, SMAs, and other investment products
• Excellent leadership and communication skills

What We Offer:
• Competitive salary: $160,000 - $200,000 annual base wage
• Comprehensive benefits package including medical, vision, and dental coverage
• 401(k) with generous match and profit-sharing program
• Paid time off, holidays, and parental leave
• Professional development opportunities and continuing education assistance
• Home-buyer assistance and home improvement loan program

$160,000 - $200,000 per year.

  • Yorba Linda, California, United States Saturna Capital Full time

    Saturna Capital is looking for a highly skilled Key Intermediary Relations Manager to join our team. In this role, you will be responsible for developing and maintaining relationships with key national accounts, identifying opportunities for growth and expansion.With a strong background in sales and business development, you will work closely with internal...


  • Yorba Linda, California, United States Saturna Capital Full time

    About the RoleWe are seeking a highly skilled Strategic National Accounts Leader to join our team at Saturna Capital. This is an exceptional opportunity for a seasoned professional to play a pivotal role in driving sales growth and building strong relationships with key national accounts.Key Responsibilities:Develop and implement strategic plans to drive...


  • Yorba Linda, California, United States Saturna Capital Full time

    Career OpportunityAs an Investment Sales Director, you will be responsible for managing and growing relationships with key national accounts, driving sales growth, and collaborating with internal teams to ensure alignment with our firm's strategic objectives. You will play a pivotal role in building out our distribution capabilities across key intermediary...


  • Yorba Linda, California, United States Saturna Capital Full time

    Job SummarySaturna 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...


  • Yorba Linda, California, United States Saturna Capital Full time

    Job OverviewWe are seeking a highly skilled National Accounts Professional to join our team at Saturna Capital. This individual will play a pivotal role in building out our distribution capabilities across key intermediary channels, driving sales growth, and collaborating with internal teams to ensure alignment with our strategic objectives.


  • Yorba Linda, California, United States Saturna Capital Full time

    About the PositionWe are looking for a talented National Accounts Manager to play a pivotal role in building out Saturna's distribution capabilities across key intermediary channels.The ideal candidate will have significant experience in relationship management, strategic business development, and a deep understanding of investment products.Duties...


  • Yorba Linda, California, United States Saturna Capital Full time

    We are seeking an experienced National Accounts Development Lead to join our team at Saturna Capital. This role plays a pivotal part in building out our distribution capabilities across key intermediary channels.This position will be responsible for managing and growing relationships with key national accounts, driving sales growth, and collaborating with...


  • Yorba Linda, California, United States Saturna Capital Full time

    Job Opportunity at Saturna CapitalWe are seeking a highly skilled National Accounts Business Development Manager to join our team at Saturna Capital. As a key member of our sales team, you will play a pivotal role in building and maintaining relationships with national accounts across the intermediary channel.About the Role:• Develop and execute strategic...


  • Yorba Linda, California, United States Saturna Capital Full time

    About the JobWe are seeking a seasoned National Accounts Manager to join our team at Saturna Capital.The successful candidate will have a strong background in relationship management, strategic business development, and a deep understanding of investment products.Key responsibilities include:Developing and implementing sales strategiesBuilding and...


  • Yorba Linda, California, United States Saturna Capital Full time

    Role OverviewSaturna 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...


  • Yorba Linda, California, United States Saturna Capital Full time

    We are seeking a talented Distribution Development Manager to join our team at Saturna Capital. This role will focus on building out our distribution capabilities across key intermediary channels, including broker-dealers, wirehouses, RIAs, and other financial institutions.The ideal candidate will have significant experience in relationship management,...


  • Yorba Linda, California, United States Saturna Capital Full time

    Sales and Relationship Management OpportunityWe are seeking an experienced Senior Account Manager for Institutional Clients to join our sales team at Saturna Capital. As a key member of our team, you will be responsible for managing and growing relationships with key institutional clients across the intermediary channel.About the Role:• Develop and execute...


  • Yorba Linda, California, United States Saturna Capital Full time

    About the RoleWe are seeking a highly experienced National Accounts Manager to join our team at Saturna Capital.This is an excellent opportunity for a professional with significant experience in relationship management, strategic business development, and a deep understanding of investment products.The successful candidate will have a proven track record of...


  • Yorba Linda, California, United States World Class Vending Full time

    Warehouse Operations DirectorWe are looking for a highly organized and detail-oriented Warehouse Operations Director to join our team at World Class Vending. As a key member of our operations team, you will be responsible for overseeing the day-to-day activities of the warehouse, ensuring smooth execution of all service solutions, and collaborating with...

  • Supply Chain Director

    2 weeks ago


    Yorba Linda, California, United States Impact Housing Full time

    About the RoleImpact Housing is a leading developer of housing in Southern California, focused on solving the region's housing crisis through its mission-driven, vertically integrated model. We are seeking an experienced Purchasing and Supply Chain Director to oversee the buying of materials and supplies for our operations.This role involves negotiating...


  • Yorba Linda, California, United States Domino's Franchise Full time

    Domino's Franchise is seeking a highly motivated and experienced individual to join our team as a Franchise Assistant Director. Located at 08390 Yorba Ranch Rd, this role will play a key part in the success of our operations.We are offering a competitive salary of approximately $65,000 per year, commensurate with experience. As a member of our team, you...


  • Yorba Linda, California, United States Ladgov Corporation Full time

    RequirementsA baccalaureate degree from a regionally accredited American college or university.A master's degree and/or 15-30 semester hours in academic counseling, secondary education, or a related discipline is highly desired.At least one year of appropriate education-related professional work or volunteer experience in Education programs within the last...


  • Yorba Linda, California, United States Impact Housing Full time

    OverviewImpact Housing is a mission-driven company headquartered in Southern California, specializing in the design, development, construction, and activation of unsubsidized affordable housing for low- and moderate-income households. Our innovative off-site construction and modular design methods swiftly address housing needs in San Diego and Los...


  • Yorba Linda, California, United States 24 Hour Fitness Full time

    Job Requirements">We're looking for a highly skilled and enthusiastic Fitness Coach to join our team at 24 Hour Fitness. As a key member of our fitness department, you'll be responsible for delivering exceptional customer service, designing personalized fitness programs, and educating clients on proper exercise techniques.">Key Responsibilities">">Design and...

  • Financial Director

    3 weeks ago


    Yorba Linda, California, United States Impact Housing Full time

    Job OverviewA competitive salary range of $180,000-$190,000, dependent upon experience and certification.About Impact Housing:Impact Housing is a vertically integrated housing development and production company whose mission is to solve the housing crisis among low- and moderate-income households in Southern California.Responsibilities:Manage the company's...