What are the responsibilities and job description for the National Accounts Manager position at Saturna Capital?
Our Sales Team is growing and we have a new opportunity for a National Accounts Manager at Saturna Capital!
This position will play a pivotal role in building out Saturna’s distribution capabilities across key intermediary channels, including broker-dealers, wirehouses, RIAs, and other financial institutions. The ideal candidate will have significant experience in relationship management, strategic business development, and a deep understanding of investment products. This individual will be responsible for managing and growing relationships with key national accounts, driving sales growth, and collaborating with internal teams to ensure alignment with the firm’s strategic objectives.
Location: Remote/Hybrid
Compensation: $160,000 – $200,000 annual base wage
Essential Job Functions
- Strategic Account Management
- Sales and Business Development
- Product and Market Expertise
- Client Service and Relationship Management
- Reporting and Analytics
At Saturna, our crewmembers put our clients first each day to help them achieve a better future. We want to do the same for our crew. Our Total Rewards package goes beyond just a basic compensation and benefit plan. We offer a competitive package designed to support you in the pursuit of holistic well-being.
Our Employee Benefits package includes:
- Medical, Vision and Dental coverage; High-deductible healthcare plan offers full family coverage at no cost to employee. PPO plan is covered 100% for employees, 50% for dependents
- Health Savings Account, Employee Assistance Program, regular Wellness activities
- 401k with generous match
- Profit sharing and annual performance, and holiday bonuses
- 11 personal and 10 vacation paid days off
- 10 paid holidays (per NYSE holiday schedule)
- Paid parental, jury duty and bereavement leaves
- Paid volunteer time
- Childcare/tuition reimbursement program
- Adult continuing education and professional development assistance
- Home-buyer assistance/ Home improvement loan program
- Free YMCA gym membership
- Free WTA bus pass
- 50% ski lift ticket reimbursement
Position Requirements:
- Bachelor's degree in Business, Finance or other relevant subject. MBA or advanced degree preferred
- Minimum of 7-10 years of experience in national accounts management, sales, or business development within the asset management industry
- FINRA SIE Exam, Series 7 and 66 licenses; existing holder of licenses or pass within nine months of employment
- Proven track record of success in managing and growing relationships with key national accounts in the intermediary channel
- Strong knowledge of mutual funds, SMAs, and other investment products, as well as the distribution landscape for these products
- Strong MS Word and Excel skills
Founded in 1989, Saturna Capital is an Investment Advisor to twelve mutual funds and a variety of private clients and pooled investment funds. With an emphasis on sustainability and employee wellness, we strive to be an employer of choice.
We are an Equal Opportunity Employer and a Drug-free Workplace.
We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. We use E-Verify
CA Residents, please see our privacy notice here: https://www.saturna.com/privacy-center
Salary : $160,000 - $200,000
