Becoming part of the Walton Group of Companies means loving your job and believing in the company you work for. That's the Walton experience. Walton is an organization you can grow your career with. With over 45 years of experience, we have grown to be one of North America's leading real estate asset management and investment firms.
Walton is currently looking for a full time, hybrid Senior Vice President, National Accounts for our office in Scottsdale, AZ. The successful candidate will be reporting directly to the Executive Vice President, Capital Markets.
Position Summary
The Senior Vice President, National Accounts will be an expert on Walton's product offerings and business practices as well as the offerings and practices of our business partners. This position is responsible for adding to distribution through increasing Walton's selling agreements within the Broker Dealer channel. The Senior Vice President, National Accounts will also develop and implement business plans, budgets, and recommend marketing and sales initiatives to achieve goals.
Responsibilities
Pursue assigned Broker Dealers and create strategies and tactics for each account to sign selling agreements.
Work with Account Management Team to establish new selling agreements, drive and monitor progress and ensure documentation process is adhered to.
Maintaining key relationships, accounts, and pursuits through effective communication and relationship building,
Meet with primary contacts at Broker Dealers and Registered Investment Advisors at least annually, and develop a strategic account plan with each firm. Work closely with executive sales management to implement account plans.
Update accounts quarterly on key performance indicators including year over year sales, top producers, current offerings, commissions paid, and sales team activity.
Act as a liaison between National Accounts department, Walton Executive Team, and other Walton functional team members including Legal, Marketing, Capital Markets, Investor Relations, Operations, etc.
Attend and present at internal meetings. Provide updates on sales goals, status of selling agreements, and provide training on new Broker Dealer relationships.
Serve as a Walton representative by speaking at Broker Dealer and industry conferences.
Educate and update internal staff and external business partners regarding Walton investment products and speak as an expert on current product offerings.
Remain up to date with standard concepts, practices, and procedures specific to Walton's sales goals.
Maintain relevant knowledge and understanding of financial industry, FINRA, and regulatory topics as they relate to Walton's business practices.
Continue to have a strong knowledge base of competitors' products and ability to differentiate Walton's investments.
Responsible for always ensuring Walton Securities compliance requirements.
Convey corporate messaging, product information and market knowledge to the Broker Dealers. Effectively articulate opportunities and overcome objections.
Perform other duties as assigned.
Minimum Qualifications (Knowledge, Skills, and Abilities)
Proven relationships with Broker Dealers, Registered Investment Advisors, and Family Office groups required
SIE, Series 7 or Series 22, and 63 license required,
Bachelor's Degree in Finance, Business, Real Estate, Economics or other closely related field required. Advanced designation or degree a plus.
Minimum of 3 years industry experience (financial services, alternative investments, securities, real estate investments, etc.).
Exceptional communication and relationship skills with ability to effectively present to large groups.
Ability to travel up to 50% of the time.
Must possess demonstrated organizational and interpersonal skills.
Proficiency in MS Office (Word, Excel, PowerPoint, Publisher, and Outlook).
Proficiency in GoTo Meeting, or other web-based presentation applications
Customer relationship management (CRM) applications, Salesforce experience a plus.
Benefits
Competitive salary and bonus programs
Generous employer contribution to medical insurance with a variety of plan options
Dental and vision coverage for full-time employees and their dependents
Short term and long-term disability
Flexible Spending Account and Health Savings Account
Dependent Care Flexible Spending Account
Paid time off to relax and recharge
401(k) plan
Paid maternity and paternity leave
Opportunities to grow and develop skills in multiple disciplines
Energetic co-workers who share the same core values and strategies
We would like to thank all applications for their interest in this position; however, only those selected for interview will be contacted.
Note
This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.
EEO Statement
Walton Global Holdings, LLC is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information and other legally protected characteristics.