Account Manager, Strategic Accounts – RIA Aggregators

Location: New York, NY, USA

Salary: $265,000–$305,000 annual base salary, plus discretionary bonus

Company

Global active fixed-income investment manager offering public- and private-market investment solutions.

What you will do

• Drive sales and distribution of investment solutions across Alternatives, SMAs, ETFs, mutual funds, and other structures.
• Build and manage strategic partnerships with RIA aggregators and develop relationships across their research, product, business, and operations organizations.
• Educate clients and prospects on investment strategies, hirify.global capabilities, economic outlooks, and portfolio strategies.
• Coordinate Portfolio Managers, Product Strategists, Sales, Operations, Legal & Compliance, Marketing, and Account Associates to deliver customized client solutions.
• Oversee account associate activities involving attribution analysis, reporting, presentations, and industry research.
• Monitor wealth-management competition, share client insights, support business-growth initiatives, and travel to client meetings and industry events as needed.

Requirements

• Bachelor’s degree required; an advanced degree and/or CFA or CAIA designation is preferred.
• 7+ years of experience in client servicing, strategic or key accounts, and/or business development, including a strong understanding of the RIA sales process.
• Established relationships with RIA aggregators and a proven record of selling products across the investment spectrum.
• Strong knowledge of the investment industry and fixed-income investing.
• FINRA Series 3, 7, and 63 licenses, or willingness to obtain them within three months of employment.
• Exceptional communication, analytical, client engagement, collaboration, organizational, and project management skills.

Culture & Benefits

• High-performance, inclusive culture centered on Collaboration, Openness, Responsibility, and Excellence.
• Professional development and educational opportunities sponsored by hirify.global.
• Total compensation includes base salary and a discretionary performance-based bonus.
• Opportunities to represent the firm at conferences and training events.
• Work includes collaboration across investment, product, sales, operations, marketing, legal, and compliance functions.