The National Accounts Manager directs and performs client service functions for a dedicated group of Institutional and Wholesale/Platform clients, by developing relationships and providing value added services. Works together with the Financial Institutions Director and other areas of the company to service clients and ensure strong team communication on relevant matters. Takes the lead as the client's liaison for administrative and operational matters. Responsible for initiating, developing, and maintaining organizational structure/systems/processes to ensure that client needs are met on a consistent, accurate and timely fashion and in compliance with relevant company policies.

A key member of the company Financial Institutions Group for a dedicated group of Institutional and Wholesale/Platform clients and prospects investing in a variety of equity, fixed income and multi asset products in separate accounts and pooled vehicles.

What You Will Do

Partner with the Financial Institutions Director to service existing clients and onboarding of new accounts as it relates to cross-sell activity. Leads and supports the successful resolution of all operational issues identified by the clients, their consultant or custodian bank, as well as internally assessed challenges.

Work closely with other company departments (e.g., Portfolio Management, Product Management, Legal, Compliance and Financial Crimes, Operations, Client Reporting, and Finance) to ensure strong team communication on relevant operational and administrative matters and new projects.

Update CRM with all client touch points. Maintains client records, client contracts, and correspondence in firm databases as required. Ensures work meets department standards and initiates procedures to improve processes and overall quality control.

Collaborate with the Sales Team within their territory on an as-needed basis.

Support internal compliance and AML review exercises.

Ensure timely, clear, and concise communication of client and prospect information to make certain the company can meet their unique requirements. Documents all new requirements and procedures within the department protocol and escalate areas of concern or those thought to be challenging.

Assume Additional Responsibilities As Requested.

WHAT WE ARE LOOKING FOR:

• Miami, FL location preferred.
• Minimum of five years of investment industry related experience; Offshore/non-US experience preferred.
• Bachelors' Degree Or Equivalent Experience. MBA And/or CFA Preferred.
• Series 6 and 63 preferred

• Exceptional organization skills, ability to work independently as a team player with all levels of the firm.
• Strong attention to detail, and commitment to the highest quality standards.
• Excellent written and oral communication, proven project management, analytical skills, strong influencing, and negotiation skills. Ability to work well with and manage projects & transitions that include representation from individuals at all organizational levels.
• Demonstrated ability to prioritize work effectively and show adaptability to changing internal priorities and client demands.
• Thorough knowledge of relevant PC programs, including Microsoft Office and familiarity with CRM platforms. Ability and willingness to learn new programs as needed.

The company offers employees a competitive and valuable range of total rewards-monetary and non-monetary-designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At our company, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation.

Highlights Of Our Benefits Include

• Three weeks paid time off the first year
• Medical, dental and vision insurance
• 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
• Employee Stock Investment Program
• Tuition Assistance Program
• Purchase of company funds with no sales charge