National Accounts Vice President (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
National Accounts Vice President (Fintech): Driving business growth and alternative investment product placement within RIA and independent broker-dealer relationships with an accent on strategic account management and consultative sales. Focus on building trust-based partnerships with research teams, executing top-down sales initiatives, and maximizing asset retention through collaborative cross-functional efforts.
Location: Must be based in New York, NY. Role requires onsite attendance Monday-Thursday with remote flexibility on Fridays.
Salary: $160,000–$190,000
Company
is a leading financial technology platform providing access to alternative investments for the wealth management industry.
What you will do
- Lead research engagement for new and existing mandates to deliver industry-leading due diligence experiences.
- Cultivate trust-based relationships with research teams, analysts, and operational due diligence leadership.
- Coordinate product and platform rollouts across internal partners, general partners, and regional sales teams.
- Develop and maintain SWOT documentation and business plans for key strategic clients.
- Drive direct sales and asset retention through consultative relationship management activities.
- Collaborate with marketing to create client collateral supporting field-based sales efforts.
Requirements
- 10+ years of experience placing complex products with RIAs and independent firms.
- Series 7 and 63 licenses are required.
- Bachelor’s degree.
- Strong working knowledge of RIA and independent firm ecosystems, including sales, custodial, and research perspectives.
- Intermediate knowledge of alternative investment products and asset classes.
- Willingness to travel up to 50% for client support and business development.
Culture & Benefits
- Comprehensive compensation package including base salary, equity, and annual performance bonus.
- Generously subsidized healthcare with 100% employer-paid dental, vision, telemedicine, and mental health counseling.
- Employer-matched retirement plan.
- Unlimited paid time off (PTO) and parental leave.
- Collaborative office environment with a hybrid work policy.
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