National Account Manager

🕒 Julho 16

🤠 Texas – Remoto

🤠 Texas – Remote

⏰ Tempo Integral

🟠 Sênior

🔴 Especialista

💰 Gerente de Contas

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Crossmark Global Investments, Inc.

SiteLinkedInTodas as Vagas

11 - 50 funcionários

Fundada em 1987

💸 Finanças

🤝 B2B

👥 B2C

Finance • B2B • B2C

Crossmark Global Investments, Inc. é uma consultoria de investimentos e gestora de ativos registrada na SEC, que oferece serviços de gestão de investimentos discricionários para fundos mútuos, instituições, intermediários financeiros e clientes individuais. Fundada em 1987 e enraizada em valores baseados na fé, a Crossmark oferece um portfólio abrangente de estratégias — incluindo SMAs, fundos mútuos, carteiras modelo e ETFs — com foco em investimentos baseados em valores e socialmente conscientes, além de estratégias tradicionais de ações, renda fixa, balanceadas e alternativas líquidas. A empresa enfatiza a análise fundamental disciplinada, o desempenho a longo prazo e o alinhamento dos investimentos com os objetivos éticos dos clientes, além de fornecer comentários sobre o mercado e insights institucionais.

Descrição

• Serve as the primary point of contact to select broker-dealers (e.g., Charles Schwab, Edward Jones, Envestnet, LPL, Raymond James, Stifel, Wells Fargo, etc.). • Secure, maintain, and optimize Crossmark’s product placements with national broker-dealer platforms, TAMPs, and clearing firms. • Cultivate deep, trust-based relationships with research analysts, product managers, and due diligence teams to drive platform placement, recommended list status, and model portfolio inclusion. • Develop, execute, and monitor comprehensive annual business plans for focus firms to meet asset growth and retention targets. • Share actionable platform business intelligence, gatekeeper feedback, and product availability with wholesalers to support regional sales effectiveness. • Partner closely with Sales and Marketing to maximize campaigns, national conferences, and industry event sponsorships. • Provide strategic guidance for the RFP and DDQ process to ensure messaging is tailored to platform expectations. • Contribute to internal product development and launch initiatives, providing vital feedback on platform demand and onboarding requirements.

🎯 Requisitos

• Bachelor’s degree in finance, economics, business, or a related field required. • FINRA Series 7 and 63/65 (or Series 66) required, or a commitment to obtain within 90 days of hire. • 10+ years of national accounts or platform relationship management experience within asset management preferred. • Proven expertise in strategic relationship management and business development within the investment management industry. • Exceptional ability to independently identify, research, and respond to platform gatekeeper needs while proactively anticipating evolving client expectations. • Current network of industry contacts across broker-dealer research teams, TAMPs, and clearing firms. • In-depth knowledge of capital markets, investment vehicles, and portfolio construction concepts. • Advanced skills in Microsoft Office Suite (Excel, PowerPoint, and Word) and Salesforce. • Self-motivated entrepreneurial mindset and professional integrity.

🏖️ Benefícios

• Paid Volunteer Time Off (VTO) • Opportunity to participate in firm-sponsored mission trips