Managing Director National Accounts--Asset Management

Aegon; United States; Remote; USD 225,000 - 275,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

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

Job description

Oversee investment product distribution strategy, investment product platform approvals, and relationship management. Develop and maintain partnerships across key asset management firms and investment managers that directly influence the sale of Transamerica Asset Management products. Provide leadership and coaching to direct reports. Develop and maintain relationships with key distribution partners.

Responsibilities

• 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.

Qualifications

• 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

Working Conditions

• Remote (Field/Travel) Environment
• Frequent 25 to 50%
• Travel for client leadership meeting, sales training, and conferences

Compensation

The salary for this position is generally $225,000-275,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.

Bonus Eligibility

This position is also typically eligible for Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.

Commissions

This position may be eligible for sales incentive plan(s). All details pertaining to the calculation and payment of those are available in the individual provisions of the sales incentive plan that applies.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.