Role Summary

Responsible for the overall coverage of the home offices of national accounts in the recordkeeping and insurance segments. This includes the development and collaborative implementation of the business strategy for the assigned accounts, including sales and revenue generation, achievement of sales goals, and successful implementation of strategic initiatives with and for the client firms.

This includes working closely with many of our clients' business teams including investment research, product development, distribution leadership, and marketing, while bringing in appropriate experts and resources from our firm to carry out the business strategy. Must manage the assigned key client relationships effectively, with swift response time and efficient problem resolution, ensuring overall client satisfaction. This role seeks to maintain and grow our AUM with the client firms while appropriately managing expenses and resource allocation.

Responsibilities

• Use industry experience and company knowledge to effectively build a comprehensive business plan with each national account.
• Effectively represent the organization's investment and service solutions to clients in order to retain existing placement and identify new pipeline opportunities.
• Create distribution and marketing strategy in partnership with internal counterparts and ensure implementation of strategy across these functions.
• Conduct effective prep and follow-up meetings with investment and executive leaders when meeting with client firms to ensure optimal client experience, retention, and opportunity pipeline wins.
• Apply a unique understanding of the clients' business to serve as the voice of client to many internal business units.
• Work effectively with client engagement manager and other internal team members with appropriate collaboration, role clarity, and transparent communication.
• Stay current in understanding of our investment solutions in order to retain business.
• Analyze highly complex data, trends, plans, and strategies to keep up to date with sales/relationship performance.

Qualifications

Required:

• Bachelor's degree AND
• 10+ years of national accounts management/research coverage experience
• Series 7, 63, 3 (can obtain 3 in role)

Preferred:

• Experience distributing RIA/FIA's and partnering with Independent Marketing Organizations (IMO's)
• CFA or CIMA designations

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for full time remote work.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$144,000.00 - $261,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$144,000.00 - $261,000.00 for the location of: Washington, D.C.
$144,000.00 - $261,000.00 for the location of: New York, California

Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

This job posting is expected to be available until:
08/31/2026

Benefits

We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.

Featured employee benefits to enrich your life:

• Competitive compensation

• Annual bonus eligibility

• A generous retirement plan

• Hybrid work schedule

• Health and wellness benefits, including online therapy

• Paid time off for vacation, illness, medical appointments, and volunteering days

• Family care resources, including fertility and adoption benefits

Learn more about our benefits.