Summary Are you passionate about building strategic relationships and driving growth within the investment management industry?
We are seeking a
Director of Key Accounts to lead and expand relationships with our most important distribution partners that include Broker-Dealers, RIAs, Wirehouses, and national TAMPs and custom platforms. This is a high-impact, strategic role supporting our mutual funds, ETFs, and SMA offerings.
This role is 100% onsite in Bethesda, MD.
What You'll Do - Own and grow relationships with major national accounts and distribution partners.
- Develop business plans, drive product placement, and expand platform opportunities.
- Negotiate selling agreements and work with research teams to secure model or recommended-list inclusion.
- Partner with internal and external wholesalers to increase activity and drive net flows.
- Deliver compelling product and market presentations to home-office analysts and advisor networks.
- Provide leadership with insights, reporting, and strategy recommendations based on data.
- Create a steady outreach cadence that includes in-person visits to key relationships to build pipeline and accelerate growth.
- Document all communication, follow-up support, and data within HubSpot to validate and share ROI for decision making on conferences and partnerships.
- Run all onboarding projects through Teamwork.
Who You Are - An excellent relationship manager with comfort engaging senior executives.
- Have an analytical mindset with strong financial acumen.
- A detail oriented strategic thinker who understands the big picture and never misses the small stuff.
Required Qualifications - 5-10 years of experience in Key Accounts.
- Strong understanding of mutual funds, ETFs, SMAs, and intermediary distribution.
- Series 7, SIE, 63, & 65 or 66 required.
- Ability to travel as needed (40-60%) for both conference attendance and direct face-to-face business building with firms and platforms.
Preferred Qualifications- Experience managing relationships with Broker-Dealers, RIAs, and TAMPs at a national level.
- Strong negotiation skills and experience with selling agreements.
- Proficiency in CRM tools (HubSpot) and project management platforms (Teamwork).
- Ability to analyze data and provide actionable insights for growth strategies.
Objectives - Expand and deepen relationships with key distribution partners to drive net flows and revenue growth.
- Secure product placement and model inclusion across major platforms.
- Develop and execute strategic business plans for national accounts.
- Maintain accurate documentation and ROI tracking for conferences and partnerships.
- Ensure compliance with all regulatory requirements while driving business development initiatives.
Compensation: $140K-$165K
Benefits:- Medical insurance
- Vision insurance
- Dental insurance
- Health savings account option
- 401(k) & other retirement benefits
- Paid maternity leave
- Paid paternity leave
- Commuter benefits
- Disability insurance
- Paid time off
