Where Investments and Values Intersect.
National Account Manager
Location
Texas
Posted
4 days ago
Salary
0
Seniority
Lead
Job Description
National Account Manager
Crossmark Global Investments, Inc.
• Serve as the primary point of contact to select broker-dealers (e.g., Charles Schwab, Edward Jones, Envestnet, LPL, Raymond James, Stifel, Wells Fargo, etc.). • Secure, maintain, and optimize Crossmark’s product placements with national broker-dealer platforms, TAMPs, and clearing firms. • Cultivate deep, trust-based relationships with research analysts, product managers, and due diligence teams to drive platform placement, recommended list status, and model portfolio inclusion. • Develop, execute, and monitor comprehensive annual business plans for focus firms to meet asset growth and retention targets. • Share actionable platform business intelligence, gatekeeper feedback, and product availability with wholesalers to support regional sales effectiveness. • Partner closely with Sales and Marketing to maximize campaigns, national conferences, and industry event sponsorships. • Provide strategic guidance for the RFP and DDQ process to ensure messaging is tailored to platform expectations. • Contribute to internal product development and launch initiatives, providing vital feedback on platform demand and onboarding requirements.
Job Requirements
- Bachelor’s degree in finance, economics, business, or a related field required.
- FINRA Series 7 and 63/65 (or Series 66) required, or a commitment to obtain within 90 days of hire.
- 10+ years of national accounts or platform relationship management experience within asset management preferred.
- Proven expertise in strategic relationship management and business development within the investment management industry.
- Exceptional ability to independently identify, research, and respond to platform gatekeeper needs while proactively anticipating evolving client expectations.
- Current network of industry contacts across broker-dealer research teams, TAMPs, and clearing firms.
- In-depth knowledge of capital markets, investment vehicles, and portfolio construction concepts.
- Advanced skills in Microsoft Office Suite (Excel, PowerPoint, and Word) and Salesforce.
- Self-motivated entrepreneurial mindset and professional integrity.
Benefits
- Paid Volunteer Time Off (VTO)
- Opportunity to participate in firm-sponsored mission trips
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