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Vice President of National Accounts

Global Accounting Network
Laguna Beach, CA Full Time
POSTED ON 3/27/2025
AVAILABLE BEFORE 4/25/2025

Role: Senior National Accounts Leader (VP Level)

Location: Remote (Territory specific)

Compensation: Competitive base salary performance-based incentives (profit-sharing and bonus structure tied to team revenue).


Opportunity Overview:

Our client, a leading investment firm specializing in alternative assets, seeks an experienced Senior National Accounts Leader to drive syndication growth and expand market share. This role supports the executive team in managing key relationships, onboarding institutional partners, and optimizing distribution channels for proprietary and third-party investment offerings.


Key Responsibilities:

  • Syndicate Development: Lead efforts to secure and renew commitments from institutional partners for new and existing investment products.
  • Portfolio Expansion: Strategically cross-sell new product lines to legacy syndicate members.
  • Wholesaler Collaboration: Partner with external sales teams to deepen client penetration and maximize revenue.
  • Compliance & Operations: Assist in RFI completion, custodian list management, and due diligence processes.
  • Market Intelligence: Monitor industry trends and represent the firm at conferences/events (limited travel).
  • CRM Management: Maintain accurate records of partner interactions and pipelines.


Ideal Candidate Profile:

  • Experience: 7–10 years in investment sales, syndication, or institutional distribution (alternative assets preferred).
  • Network: Established relationships with broker-dealers, RIAs, or family offices.
  • Mindset: Entrepreneurial, results-driven, and adept at multitasking in a fast-paced environment.
  • Skills: Strong negotiation, communication, and analytical abilities.
  • Licenses: Active Series 7 and 63/66 (or equivalent); clean regulatory record (U-4).
  • Education: Bachelor’s degree (finance, business, or related field preferred).


Why Apply?

  • Join a high-growth firm with a proven track record in niche markets.
  • Competitive compensation tied to team and individual performance.
  • Flexibility for remote work with strategic in-person collaboration.

Salary : $90,000 - $100,000

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