National Accounts Director/Principal

InforCapital, partnership; New York (NY); On-site; USD 150,000 - 210,000; Full time

Job summary

InforCapital seeks a Director/Principal to lead National Accounts within GWMS in New York. You will build key relationships, develop strategic account plans, and coordinate internal teams to grow revenue and drive product adoption across the marketplace.

The role requires deep investment knowledge, experience with institutional or private wealth clients, and excellent communication. Travel is expected; proficiency in CRM and MS Office is essential.

Qualifications

• Strong understanding of institutional or wealth management sales cycles.
• 6–7+ years in financial services, with institutional or private wealth clients.
• Experience with alternative investments is preferred.
• Excellent written and verbal communication skills.
• Ability to coordinate cross-functional teams and manage multiple priorities.
• Proficient with CRM systems and Microsoft Office tools.

Responsibilities

• Create and execute National Account business plans to grow revenue.
• Cultivate relationships at focus firms for new opportunities.
• Coordinate launches, trainings, and communications for product adoption.
• Lead due diligence with partner firms and participate in conferences.
• Collaborate with Sales, Investment Teams, Marketing, Legal and others.
• Represent the firm at events and maintain client service standards.

Skills

Institutional sales

Wealth management sales

CRM Salesforce

MS Office

Investment knowledge

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

Job description

LocationNew York, United States## About This RolePosition Overview Apollo is seeking a highly motivated Director/ Principal with excellent client engagement skills and strong knowledge of alternative investments to join our National Accounts team within the Global Wealth Management Solutions (“GWMS”) business. This individual will help with developing key account relationships for targeted clients within the United States. The National Accounts Director will play an important role in expanding Apollo’s distribution capabilities. PRIMARY RESPONSIBILITIES: Create and execute National Account business plans for focus firms with the goal of growing partnerships, driving revenues and spearheading the successful adoption of Apollo’s products across the marketplace Prospect target firms and support National Accounts team with key relationships including client engagements, follow ups and client service-related initiatives Cultivate both new and existing relationships at assigned focus firms with goal of generating new revenue opportunities via product placements and developing a deep understanding of firm needs Consult on sales strategy and help execute product launch plans (i.e., internal and external trainings, sales communication, launch calls, roadshows, conference participation and fund closes) Generate brand awareness by sourcing, developing and managing non-product specific sales and marketing opportunities Possess a strong investment acumen and operate as an expert Apollo’s product suite and portfolio management capabilities, maintaining a deep knowledge of positioning, holdings, competitive edge and overall investment results across the capital structure Collaborate with key internal business partners, including External and Internal Sales, Investment Teams, Marketing, Legal and others to effectively deliver resources to clients, including comparative analytics, capital markets insights and investment proposals Lead and coordinate due diligence and legal discussions with partner firms Represent Apollo at industry conferences and events Act as a consistent team player who effectively works across Apollo to advance the firm’s goals while assisting with the development of junior talent Some travel is required Qualifications & Experience Strong understanding of either the institutional or wealth management sales cycle (preferably both) Minimum 6-7+ years of experience in financial services industry Prior experience working with institutional investors, financial advisors or private wealth clients Prior knowledge/work experience in alternative investments required Strong organization skills and work ethic Ability to communicate effectively both verbally and in written form Must work effectively with other groups in the organization and collaborate as necessary Discretion and ability to handle confidential, sensitive information Advanced knowledge of Microsoft Office applications/functions required including Word, Excel and PowerPoint Working knowledge of CRM, preferably Salesforce Bachelor’s degre...