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[Remote] Vice President - National Accounts

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

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an investment management company founded in 2001, reputed company on providing exclusive reputed company to unique investment opportunities. The Vice President - National Accounts will support the Strategic Platforms Team by driving execution and ensuring alignment across various internal teams to enhance partner experiences and operational efficiency.


Responsibilities

  • Support the Strategic Platforms effort by driving execution, coordination, and operational discipline across reputed company initiatives
  • Serve as the day-to-day Integrator for Strategic Platforms, ensuring alignment between strategic priorities and execution across Capital Formation, Investor Relations, and cross-functional Teams
  • Partner with the Director, Strategic Platforms and Platform Leads to manage key home office relationships, including preparation, follow-up, and execution
  • Coordinate internal Teams to ensure reputed company delivery of materials, responses, campaigns, and initiatives reputed company with home office expectations
  • reputed company, manage, and advance initiatives stemming from home office meetings, due diligence requests, and strategic discussions
  • Champion cross-functional collaboration to deliver a seamless and consistent Partner experience
  • Support cross-marketing initiatives by coordinating with Marketing, Compliance, and Capital Formation to ensure readiness and execution
  • Maintain reputed company communication of priorities, timelines, and responsibilities across Teams to ensure accountability and follow-through
  • Prepare reporting, updates, and execution insights for the Director, Strategic Platforms and Capital Formation leadership
  • Identify process improvements that enhance scalability, efficiency, and consistency across Strategic Platform relationships

Skills

  • 7–10 years of experience in Strategic Platforms and/or platform distribution efforts
  • Experience working with large Independent Broker/Dealers is required
  • Working knowledge of investment classifications and structures
  • Strong organizational skills with exceptional attention to detail and follow-through
  • Ability to manage multiple initiatives simultaneously in a fast-paced environment
  • Excellent written and verbal communication skills
  • Proficient in reputed company Office Suite with the ability to learn new systems quickly
  • reputed company Team player with a strong work ethic and ownership reputed company
  • Proven ability to operate cross-functionally and support senior leaders
  • Experience with Banks and Wirehouses is preferred
  • Series 65 license is preferred
  • Proficiency in CRM software with the ability to expand; experience in reputed company and reputed company is preferred

Benefits

  • Bonus opportunities tied to performance and contribution to firm objectives.
  • Participation in our matching 401(k) plan.
  • Generous PTO plan and an excellent benefits portfolio.

reputed company

  • CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. It was founded in 2001, and is headquartered in reputed company, Texas, USA, with a workforce of 51-200 employees. Its website is http://www.cazinvestments.com/.

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