Strategic Accounts Relationship Manager
Core
Partner with the Wealth Client Group of NTAM to drive distribution of NTAM solutions through WCG Intermediary clients and deepen client relationships.
Role type
Strategic Accounts Relationship Manager
Builds
Distribution of NTAM solutions and client relationships
Domain
Wealth Management / Asset Servicing
Deliverable
client delivery
Required skills
Investment sales experience, Product knowledge (fixed income, equities, alternatives), National footprint knowledge (custodians, wirehouses, RIAs), Negotiation, Revenue generation
Preferred skills
CFA designation
Technologies
N/A
Responsibilities
Create targeted tactical plans for investor segments, Partner with product and marketing teams, Design coverage models and resource plans, Identify high-probability prospects for product adoption, Build relationships with intermediary partners, Travel to client offices (20-40%)
Seniority
Mid-level, hands-on IC