Assistant Vice President, National Accounts

Golub Capital•New York, NY

67d•$150,000 - $190,000•Hybrid

About The Position

This individual will support PWA's National Accounts efforts to drive product placement at wirehouses and broker-dealers.

Bachelor's degree required; CFA or CAIA preferred
6+ years of relevant experience supporting Senior National Accounts Managers strongly preferred
Expertise in intermediary wealth and understanding of wirehouse and broker-dealer sales channels is required
Understanding of alternative investments, preferably private credit
Experience working within a CRM database; Microsoft Dynamics experience is a plus
Excellent organizational, data analysis, communication and presentation skills
Ability to multi-task, problem solve and adapt to changing priorities
Client-centric approach, dedicated to delivering outstanding client experiences and solutions
Ability to work in a team-oriented sales environment where sharing information and collaboration are essential for success
Ability to maintain exceptional attention to detail while managing multiple responsibilities in a fast-paced environment
Series 7 and Series 63
Enthusiastic about working in office and creating a Gold Standard hybrid work culture

CFA or CAIA
Experience working within a CRM database; Microsoft Dynamics experience is a plus

Supporting the development of robust relationships with wirehouses, regional broker-dealers and independent broker-dealers to drive business growth
Providing high-touch client service to product origination and research teams at partner firms
Proactively identifying sales opportunities and high-potential prospects to support pipeline development
Applying working knowledge of Golub Capital's products, systems and processes to assist in servicing and expanding client relationships
Staying at the forefront of industry developments, market evolution and emerging competitors to inform client engagement
Building familiarity with partner firm structures and business models to support targeted engagement efforts
Maintaining and updating pipeline data and client records within the Firm's CRM to ensure accuracy
Collaborating with members of the Direct Lending Team, Product Specialists, Compliance and Operations to organize client meetings and coordinate presentation material content

full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave)

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