We're looking for a National Account Manager to cover home offices national accounts gatekeepers in the Enterprise RIA segment. This role involves developing and implementing business strategies, managing client relationships, and driving sales and revenue growth.
Requirements
- Bachelor's degree
- 5+ years of national accounts management/research coverage experience
- Series 7, 63, 3 (can obtain 3 in role)
- CFA, CIMA or CFP preferred
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
