National Account Manager

🔥 0 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Account Manager

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Crossmark Global Investments, Inc.

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 1987

💸 Finance

🤝 B2B

👥 B2C

Finance • B2B • B2C

Crossmark Global Investments, Inc. is an SEC-registered investment adviser and asset manager providing discretionary investment management services to mutual funds, institutions, financial intermediaries, and individual clients. Founded in 1987 and rooted in faith-based values, Crossmark offers a comprehensive suite of strategies — including SMAs, mutual funds, model portfolios, and ETFs — with a focus on values-based, socially conscious investing alongside traditional equity, fixed income, balanced, and liquid alternative strategies. The firm emphasizes disciplined fundamental analysis, long-term performance, and aligning investments with clients' ethical goals while providing market commentary and institutional insights.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

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