Vice President, National Accounts Overview • The Vice President, National Accounts will lead strategic initiatives for alternative investment distribution across RIA and independent broker-dealer relationships. • Collaborate with internal teams and external partners to implement top-down sales strategies and enhance client engagement. • Develop and execute client business plans, monitoring success metrics and ensuring alignment with organizational goals. • Serve as a trusted advisor to clients, delivering industry-leading due diligence and product placement expertise. • Coordinate product and platform rollouts, maximizing sales opportunities through strategic collaboration. • Maintain active SWOT documentation for key clients and establish routines to support relationship growth. • Document client-focused activities via CRM systems to ensure seamless communication and tracking. • Engage in frequent travel to support key client relationships and business development initiatives. Vice President, National Accounts Key Responsibilities & Duties • Lead research engagement to deliver due diligence experiences to white-label research teams. • Cultivate trust-based relationships with research teams, operational analysts, and leadership. • Collaborate with internal research teams and GP partners to align strategies and industry trends. • Coordinate product rollouts across internal and external stakeholders to maximize sales impact. • Develop client collateral in partnership with marketing teams to support sales efforts. • Strengthen relationships through comprehensive contact strategies with key decision-makers. • Implement consultative sales processes to increase profitability and asset retention. • Participate in harmonizing strategies and tactics for distribution opportunities. Vice President, National Accounts Job Requirements • Bachelor’s degree required, preferably in a relevant field. • Minimum 10 years of experience in placing complex products with RIAs and independent firms. • Working knowledge of RIA ecosystems, including sales, custodial, product, and research perspectives. • Intermediate knowledge of alternative investment products and asset classes. • Series 7 and 63 licenses required. • Strong leadership, communication, and consultative sales skills. • Ability to travel up to 50% for client support and business development. • Proficiency in CRM systems for documenting client activities.