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Senior Account Manager - Investment Products

Global Accounting Network
Laguna Beach, CA Full Time
POSTED ON 4/12/2025
AVAILABLE BEFORE 5/9/2025
About the Role
We are seeking an experienced Senior National Accounts Leader 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.
  • Monitoring industry trends and representing the firm at conferences and events.

What We Offer
We offer competitive compensation tied to team and individual performance, as well as flexibility for remote work with strategic in-person collaboration.

Your Background
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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