National Accounts Director/Principal

Apollo•New York, NY

2d•$225

About The Position

Apollo is seeking a highly motivated Director/ Principal with excellent client engagement skills and strong knowledge of alternative investments to join our National Accounts team within the Global Wealth Management Solutions (“GWMS”) business. This individual will help with developing key account relationships for targeted clients within the United States. The National Accounts Director will play an important role in expanding Apollo’s distribution capabilities.

Requirements

Strong understanding of either the institutional or wealth management sales cycle (preferably both)
Minimum 6-7+ years of experience in financial services industry
Prior experience working with institutional investors, financial advisors or private wealth clients
Prior knowledge/work experience in alternative investments required
Strong organization skills and work ethic
Ability to communicate effectively both verbally and in written form
Must work effectively with other groups in the organization and collaborate as necessary
Discretion and ability to handle confidential, sensitive information
Advanced knowledge of Microsoft Office applications/functions required including Word, Excel and PowerPoint
Working knowledge of CRM, preferably Salesforce
Bachelor’s degree required
Series 7 and 63 licensed
Demonstrates integrity, high-energy and motivation to succeed

Responsibilities

Create and execute National Account business plans for focus firms with the goal of growing partnerships, driving revenues and spearheading the successful adoption of Apollo’s products across the marketplace
Prospect target firms and support National Accounts team with key relationships including client engagements, follow ups and client service-related initiatives
Cultivate both new and existing relationships at assigned focus firms with goal of generating new revenue opportunities via product placements and developing a deep understanding of firm needs
Consult on sales strategy and help execute product launch plans (i.e., internal and external trainings, sales communication, launch calls, roadshows, conference participation and fund closes)
Generate brand awareness by sourcing, developing and managing non-product specific sales and marketing opportunities
Possess a strong investment acumen and operate as an expert Apollo’s product suite and portfolio management capabilities, maintaining a deep knowledge of positioning, holdings, competitive edge and overall investment results across the capital structure
Collaborate with key internal business partners, including External and Internal Sales, Investment Teams, Marketing, Legal and others to effectively deliver resources to clients, including comparative analytics, capital markets insights and investment proposals
Lead and coordinate due diligence and legal discussions with partner firms
Represent Apollo at industry conferences and events
Act as a consistent team player who effectively works across Apollo to advance the firm’s goals while assisting with the development of junior talent
Some travel is required