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National Accounts Director, Wealth Management Distribution

Cantor Fitzgerald/BGC
Posted 2 months ago, valid for 17 days
Location

New York, NY 10008, US

Salary

$100,000 - $250,000 per year

Contract type

Full Time

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Sonic Summary

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  • This role focuses on securing product approvals and achieving model portfolio inclusion across various financial platforms.
  • The candidate is expected to build strategic relationships with home office management and product analysts in Alternatives and Public Markets.
  • Ideal applicants should possess established relationships and a deep understanding of platform dynamics.
  • The role requires a proven ability to convert platform access into scalable asset growth and investment research coverage.
  • A minimum of 5 years of relevant experience is required, with a salary of $100,000 to $120,000.

This role is responsible for securing product approvals, achieving model portfolio inclusion, and building strategic relationships with home office relationship management, Offices of the CIO, Alternatives and Public Markets product analysts, and platform decision makers across large intermediary platforms firms, TAMPs, and custodians. The ideal candidate brings established relationships, deep knowledge of platform dynamics, and a proven ability to convert platform access into scalable asset growth, investment research coverage and inclusion into firm-based models.


Cantor Fitzgerald L.P., with over 16,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. 

Cantor Fitzgerald & Co. is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and for its global distribution platform. Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. For 79 years, Cantor has consistently fueled the growth of original ideas, pioneered new markets, and provided superior service to clients. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations around the world.

As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and solid relationship building. Our structure allows us to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy, and attract talented individuals who are driven to succeed.



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