Vice President, Home Office Account Executive

Vice President, Home Office Account Executive About the Company Expanding provider of investment management, research, & trading services IndustryFinancial Services TypePublic Company Founded1792 Employees10,001+ Categories Financial ServicesInvestment ManagementConsulting & Professional ServicesB2BAsset ManagementBostonFinanceInsurancePublicly TradedAngel InvestmentBanking Specialties investment managementcustodianetffinancial productsfund accountingrelationship managementresearchtradingand investment servicing Business Classifications B2B About the Role The Company is seeking a Home Office Account Executive to join its Global Client Coverage Group. The successful candidate will be tasked with building and maintaining business and relationships with the largest DC Recordkeeper clients. This role is pivotal in owning the client experience, with a strong focus on growing market share and business retention. The Home Office Account Executive will also be part of a collaborative team that handles the day-to-day needs of these clients and works closely with a wholesaling team covering both platform wholesalers and top DC Advisors/Consultants. Applicants for the Home Office Account Executive position should have a minimum of 10-12 years of experience in a client-facing role at an asset management firm, with a preference for those holding a CIMA or CFA. The role requires a candidate with a proven track record in navigating complex client relationships, thinking commercially, and demonstrating a strong sense of accountability and ownership. Strong organizational, project planning and execution skills are essential, as is the ability to lead and prioritize multiple initiatives. The ideal candidate will have a background in the DC and Sub-advised industry, with a deep understanding of the regulatory environment and a network of industry relationships. Excellent communication skills, a positive attitude, and the ability to cultivate relationships with both clients and internal partners are also key attributes for success in this role. Hiring Manager TitleHead of DC Intermediary Strategy Travel PercentLess than 10% Functions Sales/RevenueAccount Management/Optimization

Created: 2025-01-30