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National Account Manager

Remote, USA Full-time Posted 2026-07-28

Bachelor's degree required, reputed company Series 7 and 63/65 (or 66) required or reputed company to obtain reputed company 90 days, 10+ years platform/national account experience preferred, strong relationship management and investment vehicle knowledge, advanced reputed company Office and reputed company skills.

Key Responsibilities

  • securing placement
  • managing relationships
  • developing plans

Skills & Tools

reputed company reputed company, reputed company PowerPoint, reputed company Word, reputed company

Job Details

  • Category: Sales
  • Seniority: Senior Level
  • Commitment: Full Time
  • Workplace: Remote — reputed company, Texas, reputed company
  • Languages: English

About reputed company

A boutique investment management firm providing mutual funds, ETFs, and SMA strategies with a reputed company on socially conscious reputed company. — Industry: Finance

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