National Accounts Director, Wealth Management Distribution
Cantor Fitzgerald/BGC•New York, NY
•$100,000 - $250,000
About The Position
This role is responsible for securing product approvals, achieving model portfolio inclusion, and building strategic relationships with home office relationship management, Offices of the CIO, Alternatives and Public Markets product analysts, and platform decision makers across large intermediary platforms firms, TAMPs, and custodians. The ideal candidate brings established relationships, deep knowledge of platform dynamics, and a proven ability to convert platform access into scalable asset growth, investment research coverage and inclusion into firm-based models.
Requirements
- Established relationships
- Deep knowledge of platform dynamics
- Proven ability to convert platform access into scalable asset growth
- Proven ability to convert platform access into investment research coverage
- Proven ability to convert platform access into inclusion into firm-based models
Responsibilities
- Securing product approvals
- Achieving model portfolio inclusion
- Building strategic relationships with home office relationship management, Offices of the CIO, Alternatives and Public Markets product analysts, and platform decision makers across large intermediary platforms firms, TAMPs, and custodians
- Converting platform access into scalable asset growth
- Converting platform access into investment research coverage
- Converting platform access into inclusion into firm-based models
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
