National Accounts Manager

Crossmark Global Investments• US,

2h•Remote

About The Position

We are seeking a highly motivated, results-oriented National Account Manager to accelerate the distribution of Crossmark’s mutual funds, ETFs, and SMA strategies across leading wealth management platforms. Reporting to the Head of Distribution, you will proactively engage with broker-dealers, TAMPs, and research/due diligence analysts to secure product placement, advance strategic initiatives, and identify sales opportunities. The ideal candidate has strong relationship-management capabilities, critical thinking skills, deep investment vehicle knowledge, a proven track record of successfully executing multi-year client engagement plans, and existing connections with research gatekeepers.

Requirements

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.
Effective in delivering impactful presentations and advancing the sales process through exceptional verbal and written communication.
Advanced skills in Microsoft Office Suite (Excel, PowerPoint, and Word) and Salesforce.
Self-motivated entrepreneurial mindset and professional integrity.
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.

Nice To Haves

10+ years of national accounts or platform relationship management experience within asset management preferred.

Responsibilities

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 with them to develop meaningful relationships with home office sales COIs.
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.