Managing Director – National Accounts, Asset Management

🕒 Outubro 28

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $225.000 - $275.000 / ano

⏰ Tempo Integral

🔴 Especialista

👔 Diretor

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Transamerica

SiteLinkedInTodas as Vagas

5001 - 10000 funcionários

Fundada em 1904

💼 Consultoria

🏥 Saúde

💸 Finanças

Consulting • Healthcare • Finance

A Transamerica é uma empresa de serviços financeiros que oferece uma ampla gama de produtos e serviços, incluindo seguro de vida, planejamento de aposentadoria, fundos mútuos, anuidades e benefícios para funcionários. O objetivo é ajudar as pessoas a planejar seu futuro financeiro e viver suas melhores vidas, oferecendo ferramentas, educação e orientação baseadas em pesquisa. A Transamerica trabalha com instituições e consultores para fornecer soluções e serviços projetados para atender às necessidades em evolução de indivíduos e empregadores. A empresa também foca na segurança da aposentadoria e na gestão de investimentos, enfatizando a inovação e a liderança na indústria financeira.

Descrição

• Oversee investment product distribution strategy and investment product platform approvals • Manage relationships with key asset management firms, investment managers, and distribution partners • Directly manage the largest firm relationships and act as a player-coach • Create business plans, define goals, and provide solutions meeting client expectations • Develop and implement sales strategies, business plans, customized client solutions, and business development campaigns • Coach and develop staff through development exercises, joint client calls and meetings, and activity reporting • Oversee internal resources, marketing, field resources, events, conferences, and campaign execution • Identify new firm partnerships, evaluate potential relationships, and ensure relationship profitability • Manage conference and sponsored-event expenses to budget • Serve as a thought leader at industry meetings and conferences • Support internal business units on projects and initiatives • Lead growth of Research and Advisory, Institutional, and large RIA channels • Manage industry and regulatory strategy and enterprise accountability for regulatory alignment • Liaise with Executive Management, Distribution, Product, and Investment Management • Work with distribution partners to identify, evaluate, and manage new business opportunities and marketing initiatives • Provide leadership and coaching to direct reports

🎯 Requisitos

• Twelve years of financial services industry experience, including management roles • FINRA Series 7 • FINRA Series 63 • FINRA Series 24 or obtain within 90 days of job entry date • In-depth knowledge of investment products including Mutual Funds, ETF’s, SMA’s, and CIT’s • Relationship management experience with national accounts • Knowledge of industry analytics and service providers • Leadership skills to develop/execute business strategy and coach/develop staff • Excellent written and oral communication, public speaking, and negotiation skills • Ability to work in a fast paced, deadline driven environment • Frequent 25 to 50% travel for client leadership meetings, sales training, and conferences

🏖️ Benefícios

• Bonus for Eligible Employees • Pension Plan • 401k Match • Employee Stock Purchase Plan • Tuition Reimbursement • Disability Insurance • Medical Insurance • Dental Insurance • Vision Insurance • Employee Discounts • Career Training & Development Opportunities • Paid Time Off starting at 160 hours annually for employees in their first year of service • Ten (10) paid holidays per year • Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars • Fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service • Adoption Assistance • Employee Assistance Program • Back-Up Care Program • PTO for Volunteer Hours • Employee Matching Gifts Program • Employee Resource Groups • Inclusion and Diversity Programs • Employee Recognition Program • Referral Bonus Programs • Annual Bonus based on the Company Bonus Plan/Individual Performance and at Company Discretion • Potential eligibility for sales incentive plan(s)

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