Senior VP, National Accounts

Walton Global Holdings, LLC•Scottsdale, AZ

32d•Remote

About The Position

The Senior VP, National Accounts will be an expert on Walton’s product offerings and business practices as well as the offerings and practices of our business partners. This position is responsible for adding to distribution through increasing Walton’s selling agreements within the Broker Dealer channel. The Senior VP, National Accounts will also develop and implement business plans, budgets, and recommend marketing and sales initiatives to achieve goals.

Requirements

Proven relationships with Broker Dealers, Registered Investment Advisors, and Family Office groups required
SIE, Series 7 or Series 22, and 63 license required,
Bachelor’s degree in finance, Business, Real Estate, Economics or other closely related field required. Advanced designation or degree a plus.
Minimum of 3 years industry experience (financial services, alternative investments, securities, real estate investments, etc.).
Exceptional communication and relationship skills with ability to effectively present to large groups.
Ability to travel up to 50% of the time.
Must possess demonstrated organizational and interpersonal skills.
Proficiency in MS Office (Word, Excel, PowerPoint, Publisher, and Outlook).
Proficiency in GoTo Meeting, or other web-based presentation applications
Customer relationship management (CRM) applications

Responsibilities

Pursue assigned Broker Dealers and create strategies and tactics for each account to sign selling agreements.
Work with President of Capital Markets Team to establish new selling agreements, drive and monitor progress and ensure documentation process is adhered to.
Maintaining key relationships, accounts, and pursuits through effective communication and relationship building,
Meet with primary contacts at Broker Dealers and Registered Investment Advisors at least annually and develop a strategic account plan with each firm. Work closely with executive sales management to implement account plans.
Update accounts quarterly on key performance indicators including year over year sales, top producers, current offerings, commissions paid, and sales team activity.
Act as a liaison between National Accounts department, Walton Executive Team, and other Walton functional team members including Legal, Marketing, Capital Markets, Investor Relations, Operations, etc.
Attend and present at internal meetings. Provide updates on sales goals, status of selling agreements, and provide training on new Broker Dealer relationships.
Serve as a Walton representative by speaking at Broker Dealer and industry conferences.
Educate and update internal staff and external business partners regarding Walton investment products and speak as an expert on current product offerings.
Remain up to date with standard concepts, practices, and procedures specific to Walton’s sales goals.
Maintain relevant knowledge and understanding of financial industry, FINRA, and regulatory topics as they relate to Walton’s business practices.
Continue to have a strong knowledge base of competitors' products and ability to differentiate Walton’s investments.
Responsible for always ensuring Walton RE Securities compliance requirements.
Convey corporate messaging, product information and market knowledge to the Broker Dealers. Effectively articulate opportunities and overcome objections.
Perform other duties as assigned.