Vice President National Accounts
About the Role
You will own and grow platform presence and home-office influence across large wealth management firms. You will drive top-down sales strategy, secure product approvals and research recommendations, grow advisor adoption and revenue, manage enterprise relationships with senior stakeholders, execute disciplined account plans with clear ROI, and deliver home-office insights to Product, Research, Marketing, and Sales.
Requirements
- 8–15+ years in National Accounts or strategic platform management within asset management.
- Proven success securing platform approvals, research coverage, and model portfolio allocations.
- Deep understanding of wealth management platforms, due diligence workflows, and CIO/research processes.
- Strong executive-level relationship management skills and credibility with senior home-office stakeholders.
- Commercial mindset with a track record of driving revenue and expanding enterprise relationships.
- Ability to operate cross-functionally with Product, Research, Marketing, Compliance, and Sales.
- Knowledge of ETFs; interest in digital assets preferred.
- FINRA Series 7 & 63 required.
Responsibilities
- Expand platform availability by securing product approvals, advancing due diligence, and deepening home-office engagement across assigned firms.
- Win research recommendations and model portfolio inclusion by influencing analysts, CIO teams, and discretionary PMs with coordinated positioning and data-driven support.
- Grow revenue, net flows, and advisor adoption by using account-level intelligence to identify opportunities, prioritize actions, and execute quarterly plans tied to measurable commercial targets.
- Strengthen enterprise relationships with gatekeepers, research, CIO, PM, legal, risk, and senior leadership through consistent strategic engagement.
- Execute account strategy with discipline by managing budgets with clear ROI, coordinating top-down activation with national and divisional sales teams, and ensuring compliance with each firm’s rules of the road.
- Translate home-office needs into internal action by delivering insights to Product, Research, Marketing, and Sales that shape roadmap decisions, positioning, and sales enablement.