Vice President National Accounts

3 months agoLead Stamford, USA Sales Jobs by Grayscale

Skills

Revenue Sales Strategy Capital Raising Etf Finra Series 7 Finra Series 63 Account Strategy Platform Management Wealth Management Marketing Digital Asset National Account Model Portfolio

About the Role

You will own and grow platform presence and home-office influence across large wealth management firms. You will drive top-down sales strategy, secure product approvals and research recommendations, grow advisor adoption and revenue, manage enterprise relationships with senior stakeholders, execute disciplined account plans with clear ROI, and deliver home-office insights to Product, Research, Marketing, and Sales.

Requirements

8–15+ years in National Accounts or strategic platform management within asset management.
Proven success securing platform approvals, research coverage, and model portfolio allocations.
Deep understanding of wealth management platforms, due diligence workflows, and CIO/research processes.
Strong executive-level relationship management skills and credibility with senior home-office stakeholders.
Commercial mindset with a track record of driving revenue and expanding enterprise relationships.
Ability to operate cross-functionally with Product, Research, Marketing, Compliance, and Sales.
Knowledge of ETFs; interest in digital assets preferred.
FINRA Series 7 & 63 required.

Responsibilities

Expand platform availability by securing product approvals, advancing due diligence, and deepening home-office engagement across assigned firms.
Win research recommendations and model portfolio inclusion by influencing analysts, CIO teams, and discretionary PMs with coordinated positioning and data-driven support.
Grow revenue, net flows, and advisor adoption by using account-level intelligence to identify opportunities, prioritize actions, and execute quarterly plans tied to measurable commercial targets.
Strengthen enterprise relationships with gatekeepers, research, CIO, PM, legal, risk, and senior leadership through consistent strategic engagement.
Execute account strategy with discipline by managing budgets with clear ROI, coordinating top-down activation with national and divisional sales teams, and ensuring compliance with each firm’s rules of the road.
Translate home-office needs into internal action by delivering insights to Product, Research, Marketing, and Sales that shape roadmap decisions, positioning, and sales enablement.