Responsibilities
- Build, manage, and expand relationships with key decision-makers across national and regional RIA and Broker-Dealer firms
- Develop and execute strategic account plans to drive sales growth, increase distribution, and expand revenue across assigned accounts
- Identify opportunities for platform inclusion, product integration, and co-marketing initiatives with partner firms
- Monitor industry trends, competitive activity, and regulatory developments to provide actionable insights to internal stakeholders
- Partner cross-functionally with Sales, Marketing, Product, and Operations to execute distribution strategies and client initiatives
- Deliver product training and thought leadership presentations to advisors, home office teams, and field consultants
- Maintain accurate sales forecasts, pipeline activity, and account plans using CRM tools
- Other duties as assigned
Additional Information
- Remote position
- Expected travel to partner firms, conferences, and internal meetings as needed
