National Account Manager

Essential Duties And 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.

Skills And Qualifications

• Consultative Selling: Proven expertise in strategic relationship management and business development within the investment management industry.
• Professional Excellence: Exceptional ability to independently identify, research, and respond to platform gatekeeper needs while proactively anticipating evolving client expectations.
• Industry Network: Current network of industry contacts across broker-dealer research teams, TAMPs, and clearing firms.
• Investment Acumen: In-depth knowledge of capital markets, investment vehicles, and portfolio construction concepts.
• Communication Skills: Effective in delivering impactful presentations and advancing the sales process through exceptional verbal and written communication.
• Technical Proficiency: Advanced skills in Microsoft Office Suite (Excel, PowerPoint, and Word) and Salesforce.
• Autonomy & Drive: Self-motivated entrepreneurial mindset and professional integrity.

Education And Experience

• Bachelor’s degree in finance, economics, business, or a related field required.
• Licensing: FINRA Series 7 and 63/65 (or Series 66) required, or a commitment to obtain within 90 days of hire.
• Experience: 10+ years of national accounts or platform relationship management experience within asset management preferred.