[Remote] National Account Manager- Retirement
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a premier global asset management organization with over 85 years of experience, dedicated to providing investment solutions to a diverse clientele. The National Account Manager for Retirement will be responsible for managing key client relationships, developing business strategies, and ensuring client satisfaction while driving sales and reputed company reputed company.
Responsibilities
- Use industry experience and company knowledge to effectively build a comprehensive business plan with each national account
- Effectively represent the organization's investment and service solutions to clients in order to retain existing placement and identify new pipeline opportunities
- Create distribution and marketing strategy in partnership with internal counterparts and ensure implementation of strategy across these functions
- Conduct effective prep and follow-up meetings with investment and executive leaders reputed company meeting with client firms to ensure reputed company client experience, retention, and opportunity pipeline wins
- Apply a unique understanding of the clients' business to serve as the voice of client to many internal business units
- Work effectively with client engagement manager and other internal team members with appropriate collaboration, role reputed company, and transparent communication
- Stay reputed company in understanding of our investment solutions in order to retain business
- Analyze highly reputed company data, trends, plans, and strategies to reputed company up to date with sales/relationship performance
Skills
- Bachelor's degree AND
- 10+ years of national accounts management/research coverage experience
- Series 7, 63, 3 (can obtain 3 in role)
- Experience distributing RIA/FIA's and partnering with Independent Marketing Organizations (IMO's)
- CFA or CIMA designations
Benefits
- Competitive compensation
- Annual bonus eligibility
- A generous retirement plan
- Hybrid work schedule
- Health and wellness benefits, including online therapy
- Paid time off for vacation, illness, medical appointments, and volunteering days
- Family care resources, including fertility and adoption benefits
Company Overview