Managing Director – National Accounts, Asset Management

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $225k - $275k / year

⏰ Full Time

🔴 Lead

👔 Director

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Transamerica

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1904

💼 Consulting

🏥 Healthcare

💸 Finance

Consulting • Healthcare • Finance

Transamerica is a financial services company that provides a diverse range of products and services, including life insurance, retirement planning, mutual funds, annuities, and employee benefits. It aims to help individuals plan for their financial future and live their best lives by offering research-based tools, education, and guidance. Transamerica works with institutions and advisors to deliver solutions and services designed to attend to the evolving needs of individuals and employers. They also focus on retirement security and investment management, emphasizing innovation and leadership in the financial industry.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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)