Vice President, National Accounts
About The Position
This individual will support PWA’s National Accounts efforts to drive product placement at wirehouses and broker-dealers. Primary duties and responsibilities include, but are not limited to: Supporting and managing robust relationships with wirehouses, regional broker-dealers and independent broker-dealers to drive business growth Providing high-touch client service to product origination and research teams at partner firms Proactively identifying sales opportunities and high-potential prospects to support pipeline development Applying working knowledge of Golub Capital’s products, systems and processes to assist in servicing and expanding client relationships Staying at the forefront of industry developments, market evolution and emerging competitors to inform client engagement Building familiarity with partner firm structures and business models to support targeted engagement efforts Maintaining and updating pipeline data and client records within the Firm’s CRM to ensure accuracy Collaborating with members of the Direct Lending Team, Product Specialists, Compliance and Operations to organize client meetings and coordinate presentation material content
Requirements
- Bachelor’s degree required; CFA or CAIA preferred
- 8+ years of relevant experience; demonstrated experience in National Accounts
- Expertise in intermediary wealth and understanding of wirehouse and broker-dealer sales channels is required
- Understanding of alternative investments, preferably private credit
- Experience working within a CRM database
- Excellent organizational, data analysis, communication and presentation skills
- Ability to multi-task, problem solve and adapt to changing priorities
- Client-centric approach, dedicated to delivering outstanding client experiences and solutions
- Ability to work in a team-oriented sales environment where sharing information and collaboration are essential for success
- Ability to maintain exceptional attention to detail while managing multiple responsibilities in a fast-paced environment
- Series 7 and Series 63
- Enthusiastic about working in office and creating a Gold Standard hybrid work culture
Nice To Haves
- CFA or CAIA preferred
- Understanding of alternative investments, preferably private credit
Responsibilities
- Supporting and managing robust relationships with wirehouses, regional broker-dealers and independent broker-dealers to drive business growth
- Providing high-touch client service to product origination and research teams at partner firms
- Proactively identifying sales opportunities and high-potential prospects to support pipeline development
- Applying working knowledge of Golub Capital’s products, systems and processes to assist in servicing and expanding client relationships
- Staying at the forefront of industry developments, market evolution and emerging competitors to inform client engagement
- Building familiarity with partner firm structures and business models to support targeted engagement efforts
- Maintaining and updating pipeline data and client records within the Firm’s CRM to ensure accuracy
- Collaborating with members of the Direct Lending Team, Product Specialists, Compliance and Operations to organize client meetings and coordinate presentation material content
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
11-50 employees
