A $150bn traditional asset management firm, is seeking a Director level National Accounts & Private Wealth Distribution Professional (with a focus on RIAs) to help expand its intermediary distribution platform and drive asset growth across the wealth management channel. Based in Boston, MA, with flexibility for remote candidates, this individual will be responsible for developing strategic relationships with home offices, platforms, gatekeepers, and financial advisors throughout either the Northeast or the Western United States (excluding Southern California). The role will play a key part in growing the firm's footprint across wirehouses, RIAs, private banks, and independent broker-dealers while serving as a trusted partner to advisors seeking differentiated investment solutions. This opportunity is ideal for an accomplished distribution professional who thrives in a relationship-driven environment and enjoys building long-term partnerships across the wealth management ecosystem.
Responsibilities
- Develop and execute a territory-specific business development strategy designed to increase assets under management and expand the firm's presence across intermediary distribution channels.
- Build and maintain relationships with key home office decision-makers, research teams, platform managers, financial advisors, and consultant groups within the assigned region.
- Partner with advisors and investment professionals to educate clients on the firm's investment capabilities, portfolio solutions, and market perspectives.
- Drive fundraising and asset retention efforts through consistent engagement, business planning, and strategic account management.
- Deliver presentations, market updates, portfolio reviews, and educational content to advisors, platforms, and distribution partners.
- Collaborate with marketing, product management, portfolio management, and client service teams to coordinate campaigns, advisor engagement initiatives, and sales opportunities.
- Monitor industry trends, competitor activity, platform developments, and advisor needs to help inform distribution strategy and business priorities.
Key Qualifications
- 8-15+ years of experience in private wealth distribution, intermediary sales, national accounts, business development, advisor engagement, or relationship management within traditional asset management.
- Demonstrated success developing relationships and raising assets across wirehouses, RIAs, private banks, broker-dealers, and family office channels.
- Strong understanding of public market investment products, including mutual funds, ETFs, separately managed accounts, fixed income strategies, equity strategies, and multi-asset solutions.
- Exceptional communication, presentation, and relationship-building skills, with the ability to engage effectively with both home office executives and advisor-level decision makers.
- Self-starter with a strong commercial mindset, proven sales discipline, and the ability to independently manage a large territory while collaborating effectively across internal teams.
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