Drive adoption of SSIM tickers with home office portfolio managers by diagnosing client-specific needs, developing a deep understanding of model and portfolio construction, identifying allocation opportunities, and proactively anticipating changes driven by investment objectives and goals
Lead ticker-specific product onboarding and expansion of SSIM solutions at intermediary clients by coordinating firm due diligence reviews, requirements gathering, data delivery, and internal approvals; clearly communicate product differentiation and competitive advantages
Drive research placement for SSIM tickers by building relationships with home office research teams and investment committees, preparing due diligence materials, and advancing products onto proprietary recommended, focus, and top-ticker lists
Contribute to and help drive firm-specific strategies to maximize the SSIM opportunity set, recommending priority products and solutions by platform based on client needs, platform dynamics, and expected commercial impact

Minimum of 7–10 years’ experience in asset management, intermediary due diligence, platform onboarding, product management, or a related role with measurable results driving platform availability and/or research outcomes
Strong understanding of intermediary platform and home office research including familiarity with model portfolio construction and manager selection frameworks
Excellent analytical and writing skills, with the ability to synthesize investment and operational details into crisp, compliant, research-ready materials and executive-level presentations
Demonstrated ability to lead complex, multi-threaded initiatives in a matrixed organization, manage competing deadlines, and influence outcomes with internal and external stakeholders while maintaining a disciplined process and attention to detail
Bachelor’s degree: MBA and/or CFA designation preferred
Series 7 and 63/65 licenses preferred

our retirement savings plan (401K) with company match
insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
paid-time off including vacation, sick leave, short term disability, and family care responsibilities
access to our Employee Assistance Program
incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
eligibility for certain tax advantaged savings plans

Senior National Account Manager – Research & Due Diligence

Key skills