Managing Director – National Accounts, Asset Management

Transamerica

. Oversee investment product distribution strategy and investment product platform approvals .

Posted 10/28/2026full-timeRemote • United StatesLead💰 $225,000 - $275,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in financial services with a focus on investment product distribution strategy, relationship management, and regulatory compliance. Proven ability to lead teams, develop business strategies, and execute client-focused solutions.

Highest-signal resume keywords

Investment Product Distribution StrategyRelationship ManagementFINRA Series 7FINRA Series 63Leadership Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment ProductsMutual FundsETFsSMAsCITsBusiness DevelopmentSales StrategiesClient SolutionsRegulatory AlignmentIndustry Analytics

Soft Skills

Excellent CommunicationPublic SpeakingNegotiation SkillsCoaching SkillsTeam Leadership

Tools & Technologies

Marketing ResourcesEvent ManagementActivity Reporting

Certifications & Qualifications

FINRA Series 24

Industry Keywords

Financial ServicesAsset ManagementNational AccountsResearch and AdvisoryRIA Channels

About the role

Key responsibilities & impact

Oversee investment product distribution strategy and investment product platform approvals
Manage relationships with key asset management firms, investment managers, and distribution partners
Directly manage the largest firm relationships and act as a player-coach
Create business plans, define goals, and provide solutions meeting client expectations
Develop and implement sales strategies, business plans, customized client solutions, and business development campaigns
Coach and develop staff through development exercises, joint client calls and meetings, and activity reporting
Oversee internal resources, marketing, field resources, events, conferences, and campaign execution
Identify new firm partnerships, evaluate potential relationships, and ensure relationship profitability
Manage conference and sponsored-event expenses to budget
Serve as a thought leader at industry meetings and conferences
Support internal business units on projects and initiatives
Lead growth of Research and Advisory, Institutional, and large RIA channels
Manage industry and regulatory strategy and enterprise accountability for regulatory alignment
Liaise with Executive Management, Distribution, Product, and Investment Management
Work with distribution partners to identify, evaluate, and manage new business opportunities and marketing initiatives
Provide leadership and coaching to direct reports

Requirements

What you’ll need

Twelve years of financial services industry experience, including management roles
FINRA Series 7
FINRA Series 63
FINRA Series 24 or obtain within 90 days of job entry date
In-depth knowledge of investment products including Mutual Funds, ETF’s, SMA’s, and CIT’s
Relationship management experience with national accounts
Knowledge of industry analytics and service providers
Leadership skills to develop/execute business strategy and coach/develop staff
Excellent written and oral communication, public speaking, and negotiation skills
Ability to work in a fast paced, deadline driven environment
Frequent 25 to 50% travel for client leadership meetings, sales training, and conferences

Benefits

Comp & perks

Bonus for Eligible Employees
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Paid Time Off starting at 160 hours annually for employees in their first year of service
Ten (10) paid holidays per year
Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars
Fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
Annual Bonus based on the Company Bonus Plan/Individual Performance and at Company Discretion
Potential eligibility for sales incentive plan(s)