Director of National Intermediary Relations
3 weeks ago
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.
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