Managing Director National Accounts--Asset Management

Overview

This role oversees investment product distribution strategy, investment product platform approvals, and relationship management. The position develops and maintains partnerships with key asset management firms and investment managers that influence the sale of the organization’s asset management products, provides leadership and coaching to direct reports, and manages relationships with key distribution partners.

Responsibilities

• Directly manage the largest firm relationships; serve as a player-coach to create business plans, define goals, and deliver solutions that meet and exceed client expectations.
• Develop and implement sales strategy and business plans at both the business and client level, including customized client solutions and business development campaigns.
• Coach and develop staff by providing support and resources through development exercises, joint client calls and meetings, activity reporting, and related efforts.
• Oversee internal resources, marketing, field resources, events/conferences, and campaign execution.
• Proactively identify and pursue opportunities to establish new firm partnerships; evaluate potential relationships and ensure profitability of both new and existing relationships.
• Manage expenses to budget related to conferences and sponsored events.
• Serve as a thought leader at industry meetings/conferences and support internal business units on projects and initiatives.
• Lead efforts to grow Research and Advisory, Institutional, and large RIA channels.
• Manage industry and regulatory strategy, including enterprise accountability for aligning business strategies with the changing regulatory environment.
• Liaise with Executive Management, Distribution, Product, and Investment Management.
• Work externally with distribution partners to identify, evaluate, and manage new business opportunities and marketing initiatives.

Qualifications

• Twelve years of financial services industry experience, including management roles.
• FINRA Series 7.
• FINRA Series 63.
• FINRA Series 24 or obtain within 90 days of job entry date.
• In-depth knowledge of investment products including Mutual Funds, ETF’s, SMA’s, and CIT’s.
• Relationship management experience with national accounts.
• Knowledge of industry analytics and service providers.
• Leadership skills to develop and execute business strategy and coach/develop staff.
• Excellent written and oral communication, public speaking, and negotiation skills.
• Ability to work in a fast-paced, deadline-driven environment.

Preferred Qualifications

No additional preferred qualifications listed.

Compensation & Benefits

• Base Salary: $225,000–$275,000 (range is an estimate based on potential employee qualifications, operational needs, and other considerations permitted by law). The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.
• Bonus Eligibility: Typically eligible for Annual Bonus based on the Company Bonus Plan/Individual Performance, and at company discretion.
• Commissions: May be eligible for sales incentive plan(s). Details on calculation and payment are available in the individual provisions of the applicable sales incentive plan.
• Benefits Package (for eligible employees):
  • Pension Plan
  • 401k Match
  • Employee Stock Purchase Plan
  • Tuition Reimbursement
  • Disability Insurance
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Employee Discounts
  • Career Training & Development Opportunities
  • Health and Work/Life Balance Benefits
  • Paid Time Off starting at 160 hours annually for employees in their first year of service.
  • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
  • Holistic wellness program including Wellness Coaching and Reward Dollars
  • Parental Leave: fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child
  • Adoption Assistance
  • Employee Assistance Program
  • Back-Up Care Program
  • PTO for Volunteer Hours
  • Employee Matching Gifts Program
  • Employee Resource Groups
  • Inclusion and Diversity Programs
  • Employee Recognition Program
  • Referral Bonus Programs

Location

Remote (Field/Travel) environment.

Working Conditions

• Travel: Frequent 25 to 50%.
• Travel for client leadership meetings, sales training, and conferences.

Additional Information

This job description is not a contract of employment or for any specific job responsibilities. The employer may change, add to, remove, or revoke the terms of this job description at its discretion, and managers may assign other duties and responsibilities as needed. If an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.