National Accounts Manager, Private Wealth Solutions

Key Responsibilities

• Develop and execute a comprehensive national accounts strategy aligned with Fortress’s private wealth growth objectives and product roadmap.
• Drive senior level relationships with home office, platform, research, due diligence, and investment committees at major wirehouses, private banks, IBDs, and RIA networks.
• Lead platform onboarding, product approvals, shelf placement, and ongoing platform engagement across evergreen, and drawdown alternative vehicles. Distribution Leadership & Revenue Growth
• Drive asset growth across private credit, real estate, and other alternative strategies distributed through private wealth channels.
• Partner closely with regional sales leadership, internal sales, and product specialists to ensure consistent national messaging and coordinated account execution.
• Influence territory planning, coverage models, and prioritization of strategic platforms and enterprise relationships.
• Serve as the central liaison between national accounts and internal stakeholders including investment teams, product management, marketing, legal, compliance, and operations.
• Collaborate on product design and structuring to ensure alignment with platform requirements, advisor usability, and investor demand.
• Guide development of national account–specific marketing, education, and sales enablement initiatives in coordination with Private Wealth Solutions marketing.
• Represent Fortress at senior‑level platform events, national conferences, advisory councils, and strategic offsites.
• Support delivery of firmwide alternatives education, portfolio construction frameworks, and thought leadership tailored to private wealth gatekeepers and advisors.
• Pathway to build, mentor, and lead a high‑performing national accounts team as the platform scales.
• Establish best practices for platform engagement, CRM discipline, data‑driven decision‑making, and national account governance.
• Ensure all activities adhere to regulatory, legal, and compliance standards.

Qualifications & Experience

• 10-15+ years of experience in asset management distribution, with deep expertise in private wealth and alternative investments.
• Proven track record leading national account relationships at a major alternatives manager or traditional asset manager.
• Extensive experience navigating home office due diligence, platform approval processes, and enterprise‑level distribution agreements.
• Strong understanding of alternative product structures commonly used in private wealth channels (e.g., interval funds, tender offer funds, REITs, BDCs, evergreen vehicles).
• Exceptional relationship management, negotiation, and executive communication skills.
• Bachelor’s degree required; MBA, CFA, or equivalent advanced credential preferred.

Key Success Factors

• Strategic mindset with the ability to operate at both enterprise and execution levels.
• Credibility with senior platform decision‑makers and internal investment professionals.
• Strong commercial instincts paired with disciplined, compliant execution.
• Collaborative leadership style suited to a multi‑strategy, multi‑channel organization.