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National Accounts Director

Global Accounting Network
Laguna Beach, CA Full Time
POSTED ON 4/12/2025
AVAILABLE BEFORE 5/9/2025
Institutional Sales Executive
We are seeking an experienced Institutional Sales Executive to join our team. As a key member of our executive leadership, you will play a crucial role in driving syndication growth and expanding market share.

Responsibilities
The successful candidate will be responsible for:
  • Supporting the executive team in managing key relationships with institutional partners.
  • Optimizing distribution channels for proprietary and third-party investment offerings.
  • Maintaining accurate records of partner interactions and pipelines through CRM Management.

What You'll Need
To succeed in this role, you will need:
  • 7–10 years of experience in investment sales, syndication, or institutional distribution, preferably in alternative assets.
  • Established relationships with broker-dealers, RIAs, or family offices.
  • Clean regulatory record (U-4).
  • Bachelor's degree in finance, business, or a related field preferred.

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