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Director​/MD, National Accounts - Private Wealth Solutions

Remote / Online - Candidates ideally in
New York, New York County, New York, 10261, USA
Listing for: CFA Institute
Remote/Work from Home position
Listed on 2026-06-19
Job specializations:
  • Business
    Business Management & Consulting
  • Management
    Business Management & Consulting
Salary/Wage Range or Industry Benchmark: 200000 - 275000 USD Yearly USD 200000.00 275000.00 YEAR
Job Description & How to Apply Below
Location: New York

National Accounts Manager

The National Accounts Manager will lead Fortress's strategic relationships with private wealth platforms and home offices, driving firm wide penetration, product adoption, and long-term partnerships across wirehouses, private banks, investment banking divisions, and large RIA aggregators. This senior leader will set national account strategy, manage key decision‑maker relationships, and coordinate cross‑functional execution across sales, product, marketing, legal, and investment teams to accelerate growth of Fortress's alternative investment offerings in the private wealth channel.

Key Responsibilities National Account Strategy & Platform Coverage
  • Develop and execute a comprehensive national accounts strategy aligned with Fortress's private wealth growth objectives and product roadmap.
  • Drive senior level relationships with home office, platform, research, due diligence, and investment committees at major wirehouses, private banks, investment banking divisions, and RIA networks.
  • Lead platform onboarding, product approvals, shelf placement, and ongoing platform engagement across evergreen and drawdown alternative vehicles.
Distribution Leadership & Revenue Growth
  • Drive asset growth across private credit, real estate, and other alternative strategies distributed through private wealth channels.
  • Partner closely with regional sales leadership, internal sales, and product specialists to ensure consistent national messaging and coordinated account execution.
  • Influence territory planning, coverage models, and prioritization of strategic platforms and enterprise relationships.
Cross-Functional Partnership
  • Serve as the central liaison between national accounts and internal stakeholders including investment teams, product management, marketing, legal, compliance, and operations.
  • Collaborate on product design and structuring to ensure alignment with platform requirements, advisor usability, and investor demand.
  • Guide development of national account-specific marketing, education, and sales enablement initiatives in coordination with Private Wealth Solutions marketing.
Platform Education & Thought Leadership
  • Represent Fortress at senior-level platform events, national conferences, advisory councils, and strategic offsites.
  • Support delivery of firmwide alternatives education, portfolio construction frameworks, and thought leadership tailored to private wealth gatekeepers and advisors.
Team Leadership & Governance
  • Pathway to build, mentor, and lead a high-performing national accounts team as the platform scales.
  • Establish best practices for platform engagement, CRM discipline, data-driven decision-making, and national account governance.
  • Ensure all activities adhere to regulatory, legal, and compliance standards.
Qualifications & Experience
  • 10-15+ years of experience in asset management distribution, with deep expertise in private wealth and alternative investments.
  • Proven track record leading national account relationships at a major alternatives manager or traditional asset manager.
  • Extensive experience navigating home office due diligence, platform approval processes, and enterprise-level distribution agreements.
  • Strong understanding of alternative product structures commonly used in private wealth channels (e.g., interval funds, tender offer funds, REITs, BDCs, evergreen vehicles).
  • Exceptional relationship management, negotiation, and executive communication skills.
  • Bachelor's degree required; MBA, CFA, or equivalent advanced credential preferred.
Key Success Factors
  • Strategic mindset with the ability to operate at both enterprise and execution levels.
  • Credibility with senior platform decision-makers and internal investment professionals.
  • Strong commercial instincts paired with disciplined, compliant execution.
  • Collaborative leadership style suited to a multi-strategy, multi-channel organization.

The base salary range for this position is expected to be between $200,000 and $275,000. The base salary range proposed for this role has been set forth to comply with local law, but salary is only one element of the total compensation for this role. Total compensation may include bonuses, overtime, deferred cash,…

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