Managing Director – Senior National Accounts Manager, Alternatives
Kayne Anderson Rudnick
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $175,000 per year
Job Level
About the role
- Own and expand strategic national account relationships across intermediary platforms with a primary focus on alternative investment strategies.
- Serve as the senior relationship manager for home offices, platform gatekeepers, alternatives research teams, and executive leadership.
- Regularly meet with the alternative investment departments of wirehouses, independent broker dealers, regional broker dealers, private banks and RIA aggregators to be familiar with their platforms/launch calendars and opportunistically position Virtus alternative products for availability.
- Lead platform access, due diligence, selling agreements, and product approval processes for alternative investment offerings.
- Collaborate with home office clients on potential new product development ideas.
- Partner cross-functionally with Sales, Product, Portfolio Management, Marketing, Compliance, and Operations to execute platform and distribution strategies.
- Provide strategic leadership and guidance to regional sales teams on alternatives positioning and platform priorities, while working in close partnership with the broader National Accounts team to ensure coordinated, unified coverage of each firm.
- Monitor platform research activity, competitive trends, and market developments impacting alternatives distribution.
- Track, report, and communicate platform activity, asset flows, and strategic initiatives to senior management.
Requirements
- Bachelor’s degree required; MBA, CFA, or CAIA strongly preferred.
- 12+ years of investment product sales experience with significant alternatives and national accounts expertise.
- Deep understanding of alternative investment structures and intermediary platform distribution.
- SIE, Series 7, and Series 66 (or Series 63 and 65) required or ability to obtain.
- Proven ability to influence senior stakeholders and drive enterprise-level growth.
Benefits
- Professional development opportunities help employees enhance their skills and grow in their careers.
- Meaningful financial rewards and a comprehensive package of benefits support employees at every stage of life and encourage work-life balance, and physical, emotional and mental well-being.
- Commitment to making a positive impact in the communities where we live and work.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment product salesalternative investment strategiesdue diligenceproduct approval processesnew product developmentplatform accessasset flowsmarket developmentscompetitive trendsintermediary platform distribution
Soft Skills
strategic leadershipinfluence senior stakeholderscollaborationcommunicationguidancerelationship managementcross-functional partnershipreportingmonitoringexecution
Certifications
Bachelor's degreeMBACFACAIASIESeries 7Series 66Series 63Series 65