National Accounts Manager

William Blair

. Develop strategic sales plans .

Posted 11/12/2026full-timeRemote • Illinois • United StatesSeniorLead💰 $140,000 - $155,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates extensive experience in investment product sales, particularly in retirement plan business and insurance sub-advisory products, while maintaining strong client relationships and ensuring client satisfaction. Possesses strong leadership, coaching, and communication skills to effectively manage key accounts and drive business development.

Highest-signal resume keywords

Investment Product Sales ExperienceRetirement Plan Business ExpertiseSIE Exam, Series 7, Series 66 LicensesStrong Sales and Presentation SkillsClient Relationship Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Strategic Sales PlanningBusiness DevelopmentAsset RetentionCross-SellingCRM ManagementInvestment Capability DiscussionsProduct Distribution StrategiesSales Production RecordPortfolio Management DiscussionsMarket Research Coordination

Soft Skills

Leadership SkillsCoaching SkillsVerbal CommunicationWritten CommunicationRelationship Building

Certifications & Qualifications

Bachelor's DegreeMBACFA

Industry Keywords

Insurance FirmsSub-Advisory ProductsMutual FundsSeparately Managed PortfoliosStrategic AlliancesDistribution RelationshipsInvestment ProductsSenior Management RelationshipsSelling AgreementsMarketing Opportunities

About the role

Key responsibilities & impact

Develop strategic sales plans
Promote new business development, asset retention, increasing flows, expansion of product offerings and cross-selling
Manage relationships with new and existing key national accounts, focusing on retirement plan business and insurance sub-advisory products
Ensure client satisfaction among intermediary partners for mutual funds, separately managed portfolios and sub-advisory products
Initiate, maintain and expand strategic alliances, senior management relationships, contracts, selling agreements, investment capability and investment performance discussions
Serve as primary contact for key distribution relationships
Maintain up-to-date CRM and platform changes
Work with research teams and business gatekeepers to identify and pursue opportunities to broaden product distribution through new platforms or additional products on existing platforms
Coordinate activities within key distribution partner platforms, including ongoing research, marketing opportunities and support services
Maintain broad and deep expertise in the firm’s products and services through discussions with Portfolio Managers and Product Specialists
Travel quarterly with Senior Regional Directors

Requirements

What you’ll need

Bachelor’s Degree required
MBA and/or CFA preferred
8+ years of investment product sales experience required
Specific experience with retirement plan business and insurance firms preferred
SIE Exam, Series 7 and Series 66 licenses required, or Series 63 and Series 65, or must be obtained within 90 days of start
Strong, seasoned sales and presentation skills
Comprehensive understanding of investment products and how to position them for maximum effectiveness with different audiences
High degree of energy, motivation and ownership in setting own priorities
Sustained superior sales production record
Ability to build and maintain working relationships with others to achieve objectives
Strong leadership and coaching skills
Excellent verbal and written communication skills

Benefits

Comp & perks

Discretionary annual bonus based on company, business unit and individual performance
Commission-based incentives
Medical coverage
Dental coverage
Vision coverage
Employer-paid short- and long-term disability insurance
Employer-paid life insurance
401(k)
Profit sharing
Paid time off
Maven family and fertility benefit
Parental leave, including adoption, surrogacy and foster placement
Other voluntary benefits