Managing Director National Accounts--Asset Management

Transamerica

2d•$225,000 - $275,000•Remote

About The Position

The Managing Director National Accounts oversees investment product distribution strategy, investment product platform approvals, and relationship management. The role develops and maintains partnerships with key asset management firms and investment managers that influence sales of Transamerica Asset Management products, provides leadership and coaching to direct reports, and maintains relationships with key distribution partners. The position directly manages the largest firm relationships and acts as a player-coach, developing business plans, goals, and solutions to meet and exceed client expectations. It leads strategy and business development across Research and Advisory, Institutional, and large RIA channels; coordinates internal and external stakeholders; and manages industry and regulatory strategy. The position is remote with frequent travel, estimated at 25% to 50%, for client leadership meetings, sales training, and conferences.

Requirements

Twelve years of financial services industry experience, including management roles.
FINRA Series 7.
FINRA Series 63.
FINRA Series 24, or ability to obtain it within 90 days of the job entry date.
In-depth knowledge of investment products, including mutual funds, ETFs, SMAs, and CITs.
Relationship management experience with national accounts.
Knowledge of industry analytics and service providers.
Leadership skills to develop and execute business strategy and coach and develop staff.
Excellent written and oral communication, public speaking, and negotiation skills.
Ability to work in a fast-paced, deadline-driven environment.

Responsibilities

Directly manage the largest firm relationships and act as a player-coach to create business plans, define goals, and provide solutions that meet and exceed client expectations.
Develop and implement sales strategies, business plans at the business and client level, customized client solutions, and business development campaigns.
Coach and develop staff members, providing support and resources through development exercises, joint client calls and meetings, and activity reporting.
Oversee internal resources, marketing, field resources, events and conferences, and campaign execution.
Identify opportunities to establish new firm partnerships, evaluate potential relationships, and ensure the profitability of new and existing relationships.
Manage expenses to budget related to conferences and sponsored events.
Serve as a thought leader at industry meetings and conferences and support internal business units on projects and initiatives.
Lead efforts to grow Research and Advisory, Institutional, and large RIA channels.
Manage industry and regulatory strategy and oversee enterprise accountability for aligning business strategies with the changing regulatory environment.
Liaise with Executive Management, Distribution, Product, and Investment Management.
Work with distribution partners to identify, evaluate, and manage new business opportunities and marketing initiatives.

Benefits

Competitive pay
Annual bonus eligibility for eligible employees
Pension plan
401(k) match
Employee stock purchase plan
Tuition reimbursement
Disability insurance
Medical insurance
Dental insurance
Vision insurance
Employee discounts
Career training and development opportunities
Paid time off starting at 160 hours annually for employees in their first year of service
Ten paid holidays per year
Holistic wellness program with wellness coaching and reward dollars
Paid parental leave for eligible employees
Adoption assistance
Employee assistance program
Back-up care program
Paid time off for volunteer hours
Employee matching gifts program
Employee resource groups
Inclusion and diversity programs
Employee recognition program
Referral bonus programs