Executive Director, National Accounts & Strategic Partnerships

Aegon; United States; Remoto; USD 225.000 - 275.000; Tempo integral

Resumo da vaga

Transamerica Asset Management seeks an senior leader to oversee investment product distribution strategy and platform approvals across major asset managers. You will coach teams, manage partnerships with key distribution partners, and drive business development across national accounts.

The role involves remote work with frequent travel, leadership of cross-functional groups, and accountability for regulatory alignment and market opportunity realization.

Qualificações

• Twelve years of financial services experience, including management roles.
• FINRA Series 7, Series 63, and Series 24 (or within 90 days of entry).
• In-depth knowledge of investment products including Mutual Funds, ETFs, SMA's, and CIT's.
• Relationship management experience with national accounts.
• Leadership skills to develop and execute business strategy and coach staff.
• Excellent written and oral communication, public speaking, and negotiation skills.

Responsabilidades

• Directly manage the largest firm relationships; act as a player-coach to create business plans, define goals, and provide solutions that meet and exceed client expectations.
• Develop and implement sales strategy, business plans at the business and client level, customized client solutions, and business development campaigns.
• Coach and develop staff members and provide support and resources through development exercises, joint client calls and meetings, activity reporting, etc.
• Oversee internal resources, marketing, field resources, events/conferences, and campaign execution.
• Proactively identify and act on opportunities to establish new firm partnerships, evaluate potential relationships, and ensure the profitability of new and existing relationships.
• Manage expenses to budget related to conferences and sponsored events.
• Serve as a thought leader at industry meetings/conferences and support internal business units on projects and initiatives.
• Lead the effort to grow Research and Advisory, Institutional, and large RIA channels.
• Manage the industry and regulatory strategy and oversee enterprise accountability for aligning business strategies with the changing regulatory environment.
• Liaise with Executive Management, Distribution, Product, and Investment Management
• Work externally with distribution partners to identify, evaluate and manage new business opportunities and marketing initiatives.

Conhecimentos

Management experience

FINRA Series 7

FINRA Series 63

FINRA Series 24 (within 90 days)

Investment products knowledge

Relationship management

Leadership

Communication skills

Public speaking

Negotiation skills

Fast paced environment

Descrição da vaga

Transamerica Asset Management seeks an senior leader to oversee investment product distribution strategy and platform approvals across major asset managers. You will coach teams, manage partnerships with key distribution partners, and drive business development across national accounts.

The role involves remote work with frequent travel, leadership of cross-functional groups, and accountability for regulatory alignment and market opportunity realization.