National Account Manager

Crossmark Global Investments, Inc.

National Account Manager responsible for relationship management and product placement of investment strategies. Collaborating with broker-dealers and TAMPs to drive growth at Crossmark Global Investments.

Posted 7/16/2026full-timeRemote • Texas • 🇺🇸 United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in strategic relationship management and business development within the investment management industry, with a strong focus on cultivating trust-based relationships and optimizing product placements across national broker-dealer platforms. Proficient in developing and executing comprehensive business plans to achieve asset growth and retention targets.

Highest-signal resume keywords

Strategic Relationship ManagementBusiness DevelopmentFINRA Series 7FINRA Series 63/65Investment Management Industry Expertise

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Business Plan DevelopmentCapital Markets KnowledgeInvestment Vehicles UnderstandingPortfolio Construction ConceptsPlatform Relationship Management

Soft Skills

Self-MotivatedProfessional IntegrityExceptional Research AbilityProactive Anticipation of Client Needs

Tools & Technologies

Microsoft Office SuiteSalesforce

Certifications & Qualifications

Bachelor’s Degree in FinanceBachelor’s Degree in EconomicsBachelor’s Degree in BusinessFINRA Series 7FINRA Series 63/65 or Series 66

Industry Keywords

Broker-DealerTAMPsClearing FirmsAsset ManagementDue Diligence Teams

About the role

Key responsibilities & impact

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 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.

Requirements

What you’ll need

Bachelor’s degree in finance, economics, business, or a related field required.
FINRA Series 7 and 63/65 (or Series 66) required, or a commitment to obtain within 90 days of hire.
10+ years of national accounts or platform relationship management experience within asset management preferred.
Proven expertise in strategic relationship management and business development within the investment management industry.
Exceptional ability to independently identify, research, and respond to platform gatekeeper needs while proactively anticipating evolving client expectations.
Current network of industry contacts across broker-dealer research teams, TAMPs, and clearing firms.
In-depth knowledge of capital markets, investment vehicles, and portfolio construction concepts.
Advanced skills in Microsoft Office Suite (Excel, PowerPoint, and Word) and Salesforce.
Self-motivated entrepreneurial mindset and professional integrity.

Benefits

Comp & perks

Paid Volunteer Time Off (VTO)
Opportunity to participate in firm-sponsored mission trips