Senior Vice President, National Accounts

InspereX LLC; Delray Beach (FL); Hybrid; USD 180,000 - 280,000; Full time

Job summary

InspereX LLC seeks an experienced National Accounts sales leader to expand our private markets, ETF, SMA, and mutual fund businesses. You will own strategic home-office relationships across broker-dealers, RIAs, banks. This role is ideally in Delray Beach but remote work may be considered.

You will lead product approvals, onboarding, shelf placement, and launches, driving revenue and platform adoption while coordinating cross-functional teams and executives. Expect travel up to 50%.

Qualifications

• 10+ years in national or strategic accounts with asset-management focus.
• Proven track record securing approvals and shelf placements that drive sales.
• Deep ETFs/SMAs knowledge and private credit experience.
• Experience with major RIA custodians and Envestnet platforms.
• Strong executive presentation and due diligence skills.
• Willingness to travel up to 50% for nationwide coverage.

Responsibilities

• Build and execute a national accounts strategy to expand distribution and revenue.
• Develop and manage relationships with home-office executives and product leaders.
• Lead product approvals, onboarding, shelf placement, and launches.
• Navigate committees to bring new solutions to platforms.
• Partner with sales leadership to drive advisor adoption and assets.
• Coordinate cross-functional teams for successful launches.
• Own sales goals and maintain a robust pipeline.
• Represent InspereX at client meetings and industry events.

Skills

National accounts

Home-office distribution

Asset management distribution

ETFs and SMAs

Private credit experience

Private equity & mutual funds

RIA custodians experience

Envestnet SMA/UMA

Executive communication

Entrepreneurial mindset

FINRA licenses

Travel 50%

Education

Bachelor’s degree in Finance, Business Administration, Economics

Job description

InspereX is growing, and we’re looking for an experienced National Accounts sales leader to help expand our private markets, ETF, SMA, and mutual fund businesses. This is an opportunity for a proven relationship-builder who enjoys bringing new solutions to market and turning platform access into meaningful sales.

Reporting directly to our President, you’ll own strategic home-office relationships across regional and independent broker-dealers, RIAs, banks, and trust companies.You’ll have the visibility, access, and influence to help shape our distribution strategy, along with the opportunity to build a team as the business grows.

This role is preferably located in our Delray Beach office, but remote work may be considered.

What You’ll Do

• Build and execute a national accounts strategy that expands distribution and delivers measurable revenue growth.
• Develop strong relationships with home-office executives, product leaders, research teams, and due diligence professionals.
• Lead product approvals, onboarding, shelf placement, and launches, moving opportunities from initial conversations through commercialization.
• Navigate investment, product, and alternative investment committees to bring new solutions onto platforms.
• Partner with sales leadership to turn approvals into advisor education, adoption, assets, and revenue.
• Bring together product, sales, legal, compliance, operations, marketing, and technology teams to deliver successful launches.
• Own sales goals, maintain an actionable opportunity pipeline, and share insights that inform our product and distribution priorities.
• Represent InspereX at client meetings, business reviews, and industry events.

What You’ll Bring

• 10+ years of experience in national accounts, strategic accounts, home-office distribution, asset management distribution, or a related role.
• An established home-office network and a track record of securing approvals and shelf placements that generate measurable sales.
• Strong knowledge of ETFs and SMAs, meaningful private credit experience, and familiarity with private equity and mutual funds.
• Direct experience with major RIA custodians and Envestnet, including SMA/UMA or model delivery, due diligence, onboarding, and implementation.
• The confidence and communication skills to lead executive conversations, due diligence meetings, presentations, and business reviews.
• An entrepreneurial mindset, sound judgment, and the ability to move opportunities forward in a collaborative environment.
• Appropriate FINRA licenses, or the ability to obtain them within required timeframes.
• Bachelor’s degree in Finance, Business Administration, Economics, or a related field required.
• Willingness to travel approximately 50% of the time for national account coverage.

What Success Looks Like

You’ll help us win new platform approvals, launch products effectively, deepen priority account relationships, and grow advisor adoption, assets, and revenue. We’re looking for someone who stays engaged beyond approval and works closely with our sales teams to make each opportunity count.

Why InspereX?

You’ll join a growing firm where your relationships, ideas, and results can make a meaningful impact. This senior individual contributor role offers direct access to our President, influence over new business initiatives, and the opportunity to build a scalable National Accounts team.

We offer competitive compensation and benefits, along with performance-based incentives tied to approvals, commercialization, and revenue growth.

Ready to help build what’s next? We’d like to hear from you.