VP, National Accounts & Growth Strategy (Hybrid)

Confidential; New York (NY); Hybrid; USD 150,000 - 230,000; Full time

Job summary

Confidential seeks a senior relationship strategist in New York to lead client engagement and strategic growth across the firm’s value chain. You will drive distribution strategy, win new mandates, and expand platform assets while collaborating with Investments, Sales, Product Solutions and Marketing teams.

The role requires 10+ years in financial services, Series 6/7 and Series 63 licenses, and may involve 25% travel. A hybrid NYC office presence is expected.

Qualifications

• 10+ years of relevant experience within the financial services industry.
• Series 6 or 7 license and Series 63 required.
• CFA or CAIA designation preferred.
• Based in NYC with a hybrid work policy (4 days in-office, 1 remote).

Responsibilities

• Establish trust with clients to enhance relationships and asset growth.
• Develop and implement holistic, data-informed firm strategies including direct sales and marketing.
• Support account management across research, due diligence, CIO office, product and key centers of influence.
• Prepare client meeting materials and follow up on action items.
• Negotiate and execute client contracts.
• Maintain knowledge of the firm’s products and respond to client requests.
• Collaborate with Investments, Sales, Product Solutions, Finance, Legal & Compliance and Marketing.
• Travel varies; 25% or more depending on opportunities.

Skills

Relationship management

Sales

Marketing

Communication

Analytical

PowerPoint

Excel

Word

Negotiation

Presentations

Education

Series 6 or 7 license

Series 63

CFA or CAIA designation preferred

Job description

Confidential seeks a senior relationship strategist in New York to lead client engagement and strategic growth across the firm’s value chain. You will drive distribution strategy, win new mandates, and expand platform assets while collaborating with Investments, Sales, Product Solutions and Marketing teams.

The role requires 10+ years in financial services, Series 6/7 and Series 63 licenses, and may involve 25% travel. A hybrid NYC office presence is expected.