National Accounts / Private Wealth Platform Relations

Confidential; New York (NY); Presencial; USD 110.000 - 160.000; Jornada completa

Descripción de la vacante

Confidential in New York seeks an experienced professional to manage and strengthen relationships with private wealth platforms and national accounts. You will collaborate with internal teams to position investment strategies and support advisor outreach, platform engagement, and distribution growth.

The role requires a client-facing background in asset management, with a focus on platform dynamics, market insights, and proactive ownership to broaden visibility across the private wealth channel.

Formación

• 5–7 years of experience in financial services, with private wealth platforms or home-office teams.
• Client-facing advisory or National Accounts experience within asset management or investment management.
• Strong relationship-management skills with platform representatives, research teams, and financial advisors.

Responsabilidades

• Manage relationships with private wealth platforms and platform representatives to expand access and distribution of the firm’s strategies.
• Develop and execute strategies to penetrate existing platforms and broaden product distribution.
• Coordinate with internal wholesalers, Business Development, and Marketing to support distribution efforts.

Conocimientos

Client advisory

National Accounts

Platform relationships

Relationship management

Investment knowledge

Financial services

Advisory background

Sales collaboration

Proactive ownership

Communication skills

Herramientas

Microsoft Office

Descripción del empleo

A $7+ billion institutional and private wealth asset manager based in New York, with more than 20 years of operating history and a strong track record in credit-focused investment strategies. The firm’s products are currently distributed across several major private wealth platforms, and we are seeking an individual to serve in a dual National Accounts and Client Advisory role. The individual will work closely with our internal sales team and platform representatives, including research, relationship management, and client engagement teams. The role will focus on strengthening platform relationships, helping to better position our investment strategies within the private wealth channel, supporting the internal sales team in raising capital, and broadening the firm’s presence across our various credit products. The ideal candidate will have an advisory or client-facing background, complemented by experience working with national accounts or private wealth platforms.

Position Overview:

• Manage and strengthen relationships with private wealth platforms, including platform representatives, research teams, gatekeepers, and relationship managers, with a focus on expanding access and distribution of the firm’s strategies.
• Help develop and execute strategies to further penetrate existing platforms, identifying opportunities to increase awareness, improve positioning, and broaden product distribution.
• Serve as a central point of coordination for the private wealth channel, working closely with internal wholesalers, Business Development, and Marketing to support distribution efforts.
• Work with the Investment Team to develop timely market insights and investment materials that support advisor outreach, platform engagement, and positioning of the firm’s strategies.
• Support internal wholesalers and the business development team with outreach strategies, product materials, market updates, and other resources, while responding to financial advisors and platform inquiries.
• Identify new opportunities to increase the firm’s visibility and reach, including industry conferences, media, thought leadership, and other marketing and client engagement initiatives.
• Take ownership of the role and help build the function over time, identifying opportunities to improve how the firm supports its distribution partners and positions its products for success across the private wealth channel.

Required Skills:

• 5–7 years of experience in financial services, with a strong understanding of the private wealth ecosystem and experience working with financial advisors, wealth platforms, or home-office teams
• Experience in a client-facing, advisory, sales, or National Accounts role within asset management or investment management
• Strong relationship-management skills, with the ability to build credibility and work effectively with platform representatives, research teams, financial advisors, and internal stakeholders.
• Highly self-motivated and entrepreneurial, with the ability to take ownership of projects and identify opportunities with minimal direction
• Highly organized and detail-oriented, with the ability to manage multiple priorities, relationships, and deadlines in a fast-paced, hands-on environment
• Excellent written, verbal, and interpersonal communication skills, with the ability to effectively communicate investment concepts to both sophisticated and non-investment audiences
• Demonstrated intellectual curiosity and interest in capital markets, investment management, and the ability to develop a strong understanding of the firm’s investment strategies
• Ability to collaborate effectively across Investment, Marketing, and Business Development teams
• Proficiency in Microsoft Office, particularly Excel, PowerPoint, and Word