National Accounts Manager
Core
Develop strategic sales plans and manage relationships with key national accounts to drive asset retention, increase flows, and expand product offerings for retirement plan business and insurance.
Role type
Senior National Accounts Manager (Financial Services)
Builds
Strategic alliances and distribution channels for mutual funds, separately managed portfolios, and sub-advisory products
Domain
Financial Services / Investment Management / Retirement Planning
Deliverable
client delivery
Required skills
Strategic sales planning, asset retention, cross-selling, contract negotiation, CRM management, product expertise, senior management relationship building
Preferred skills
MBA, CFA, experience with insurance firms
Technologies
CRM platforms
Responsibilities
Manage relationships with new and existing key national accounts; Initiate and maintain strategic alliances and selling agreements; Coordinate internal marketing and research support; Maintain broad expertise of firm products through discussions with Portfolio Managers; Travel quarterly with Senior Regional Directors
Seniority
Senior, hands-on IC