Kayne Anderson Rudnick
51 - 200 employees
Founded 1984
💸 Finance
Finance • Investment Management
Kayne Anderson Rudnick is a registered investment adviser with the U. S. Securities and Exchange Commission, known for its investment management and wealth management services. The company offers a range of investment strategies focusing on high-quality, high-conviction portfolios such as small-cap core, small-cap sustainable growth, and mid-cap core strategies. With over 30 years of experience, Kayne Anderson Rudnick emphasizes a long-term investment philosophy, fundamental research, and risk management. The firm has been recognized for its performance, ranking among the top independent advisors and RIA firms in the United States. The company provides financial planning, investment advisory, executive services, and consulting to help clients achieve their financial goals.
Managing Director, National Accounts Manager – Alternatives
Job not on LinkedIn
🕒 March 21
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Kayne Anderson Rudnick
51 - 200 employees
Founded 1984
💸 Finance
Finance • Investment Management
Kayne Anderson Rudnick is a registered investment adviser with the U. S. Securities and Exchange Commission, known for its investment management and wealth management services. The company offers a range of investment strategies focusing on high-quality, high-conviction portfolios such as small-cap core, small-cap sustainable growth, and mid-cap core strategies. With over 30 years of experience, Kayne Anderson Rudnick emphasizes a long-term investment philosophy, fundamental research, and risk management. The firm has been recognized for its performance, ranking among the top independent advisors and RIA firms in the United States. The company provides financial planning, investment advisory, executive services, and consulting to help clients achieve their financial goals.
📋 Description
• Own and expand strategic national account relationships across intermediary platforms with a primary focus on alternative investment strategies. • Serve as the senior relationship manager for home offices, platform gatekeepers, alternatives research teams, and executive leadership. • Regularly meet with the alternative investment departments of wirehouses, independent broker dealers, regional broker dealers, private banks and RIA aggregators to be familiar with their platforms/launch calendars and opportunistically position Virtus alternative products for availability. • Lead platform access, due diligence, selling agreements, and product approval processes for alternative investment offerings. • Collaborate with home office clients on potential new product development ideas. • Partner cross-functionally with Sales, Product, Portfolio Management, Marketing, Compliance, and Operations to execute platform and distribution strategies. • Provide strategic leadership and guidance to regional sales teams on alternatives positioning and platform priorities, while working in close partnership with the broader National Accounts team to ensure coordinated, unified coverage of each firm. • Monitor platform research activity, competitive trends, and market developments impacting alternatives distribution. • Track, report, and communicate platform activity, asset flows, and strategic initiatives to senior management.
🎯 Requirements
• Bachelor’s degree required; MBA, CFA, or CAIA strongly preferred • 12+ years of investment product sales experience with significant alternatives and national accounts expertise • Deep understanding of alternative investment structures and intermediary platform distribution • SIE, Series 7, and Series 66 (or Series 63 and 65) required or ability to obtain • Proven ability to influence senior stakeholders and drive enterprise-level growth
🏖️ Benefits
• Professional development opportunities • Meaningful financial rewards • Comprehensive package of benefits that support work-life balance • Support for physical, emotional, and mental well-being
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