Managing Director National Accounts (Asset Management)

Location: Work From Home, USA; remote field/travel environment with 25–50% frequent travel for client leadership meetings, sales training, and conferences.

Salary: $225,000–$275,000 annually, plus potential annual bonus and sales incentive eligibility.

Company

hirify.global is an international financial services company providing insurance, retirement, investment, and financial solutions as part of Aegon.

What you will do

• Oversee investment product distribution strategy, platform approvals, relationship management, and partnerships with asset management firms and investment managers.
• Manage the largest firm relationships as a player-coach, creating business plans, goals, customized solutions, and business development campaigns.
• Coach and develop staff through development exercises, joint client calls, meetings, activity reporting, and access to resources.
• Coordinate internal resources, marketing, field resources, events, conferences, and campaign execution while managing related expenses.
• Identify, evaluate, and manage new firm partnerships and business opportunities while ensuring relationship profitability.
• Lead growth across Research and Advisory, Institutional, and large RIA channels; develop industry and regulatory strategy and liaise with Executive Management, Distribution, Product, Investment Management, and external partners.

Requirements

• 12 years of financial services industry experience, including management roles.
• FINRA Series 7 and Series 63 licenses.
• FINRA Series 24, or ability to obtain it within 90 days of the job entry date.
• In-depth knowledge of mutual funds, ETFs, SMAs, and CITs.
• Relationship management experience with national accounts.
• Knowledge of industry analytics and service providers.
• Leadership skills for developing and executing business strategy and coaching and developing staff.
• Excellent written and oral communication, public speaking, and negotiation skills.
• Ability to work in a fast-paced, deadline-driven environment.

Culture & Benefits

• Full-time remote work in a field/travel environment with frequent 25–50% travel.
• Medical, dental, vision, disability, pension, 401(k) match, employee stock purchase, and employee discount benefits.
• Paid time off starting at 160 hours annually in the first year, ten paid holidays, and eligible parental and adoption assistance.
• Tuition reimbursement, career training and development, wellness, backup care, employee assistance, and volunteer PTO programs.
• Employee resource groups, inclusion and diversity programs, recognition programs, and matching gifts.
• Competitive pay, eligibility for an annual bonus, and possible sales incentive plan participation.