Strategic National Accounts Leader - Alternatives & Wealth

InforCapital, partnership; New York (NY); Hybrid; 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

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.