Managing Director, Senior National Accounts Manager
Location
United States
Posted
8 days ago
Salary
Not specified
Seniority
Lead
Job Description
Role Description
The Managing Director, Senior National Accounts Manager – Alternatives, is a senior distribution leadership role responsible for managing and expanding national intermediary platform relationships for Virtus' alternative investment strategies. The role focuses on driving platform access, asset growth, product approvals, and long‑term strategic partnerships, while serving as a primary senior‑level liaison to home offices, platform gatekeepers, and alternatives research teams and collaborating closely with internal distribution and investment partners.
- National Account Relationship Management & Asset Growth: Manage and expand relationships with key national accounts, with accountability for asset retention, net flows, shelf placement, and expansion of Virtus product offerings across intermediary platforms.
- Strategic Platform Engagement & Due Diligence: Serve as the primary senior point of contact for home offices, platforms, research teams, and business gatekeepers; lead strategic discussions related to selling agreements, platform access, due diligence, investment capabilities, and performance.
- Product Positioning & Investment Platform Representation: Promote Virtus’ multi‑manager investment platform, including mutual funds, ETFs, closed‑end funds, SMAs, sub‑advisory relationships, and select specialty or alternative strategies, ensuring strong positioning across partner platforms.
- Business Development & Strategic Alliances: Initiate, deepen, and maintain strategic alliances with wirehouses, regional broker‑dealers, independent broker‑dealers, and RIA platforms; identify opportunities for new platform placements and additional product approvals.
- Internal Cross‑Functional Leadership & Coordination: Partner internally with Sales, Marketing, Product, Portfolio Management, Compliance, and Operations to execute platform initiatives, support distribution objectives, and ensure consistent client and platform execution.
Qualifications
- 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.
Requirements
- The starting salary for this role is $175,000.
- This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role.
- The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.
- This position is also eligible to participate in an incentive plan.
Benefits
- Professional development opportunities to enhance skills and grow in careers.
- Meaningful financial rewards and a comprehensive package of benefits to support employees at every stage of life.
- Encouragement of work-life balance and physical, emotional, and mental well-being.
- A commitment to a diverse, inclusive, and respectful work environment.
Job 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.
- The starting salary for this role is $175,000.
- This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role.
- The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.
- This position is also eligible to participate in an incentive plan.
Benefits
- Professional development opportunities to enhance skills and grow in careers.
- Meaningful financial rewards and a comprehensive package of benefits to support employees at every stage of life.
- Encouragement of work-life balance and physical, emotional, and mental well-being.
- A commitment to a diverse, inclusive, and respectful work environment.
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