director national accounts resume example with 20+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor

Dedicated, skilled and experienced team player with exceptionally strong interpersonal skills, coupled with results-driven sales with 20+ years of experience at global financial services firms with a strong track record in significantly impacting growth and profits. Strong ability to build partnerships, foster collaborative relationships and create rapport easily. Always placing the client at the center of everything with a client solutions and business owner mindset. Innovative, self-starter who is always committed to understanding customer needs and has the proven ability to identify opportunities for better investor outcomes.

  • Entrepreneurial
  • Relationship Building
  • Account Management
  • Storytelling master.
  • Client-first advocate.
  • Strong attention to detail.
  • Authenticity and resiliency
  • A wealth of successful sales experience.
Education and Training
McGill University , Expected in Bachelor of Arts : Management and Labor Relations - GPA :
  • IFIC Certification
  • Exempt Market Dealer Course
  • Fusion Presentation Skills Training Course
  • Richardson Selling Skills Course
  • Sequoia Territory Management Course
Reliance Standard - Director, National Accounts
CT, State, 08/2012 - 10/2022
  • Successfully promoted of Sun Life Global Investment's retail mutual funds, and numerous insured products such as payout annuities, GICs, and segregated funds across multiple distribution channels: MFDA, IIROC and MGA.
  • Effectively placed numerous funds on various third party firm recommended and approved lists.
  • Developed and executed numerous business plans for key third party dealer firms
  • Successfully worked with dealer firm head office mutual fund analysts, product approval and research teams.
  • Created business opportunities for sales teams; through ongoing communication with collaborative and strategic approaches to client firm coverage as well as uncovering opportunities to get in front of advisors through training programs, conferences etc.
  • Managed the largest third party dealer account at SLGI.
  • Integrated SLGI's initiatives, marketing and training resources that allowed SLGI to further penetrate and increase their presence at respective key account broker dealers.
  • Created and delivered numerous practice management programs based on identifying client needs.
  • Always keeping up to date on industry trends and best practices as well as regulatory environments, i.e CFR, compliance NI81-102 and NI 81-105.
  • Effectively leveraged COI relationships to gain access at the home offices in numerous areas of their businesses.
  • Collaboratively worked with numerous areas of Sun Life enterprise i.e. Group Retirement Services RFIs, Office of the President for Strategic Partner Insurance Meetings, Third party due diligence meetings, Analyst days etc.
  • Strongly utilized market knowledge and studied competitive landscape to drive revenue.
Charles Schwab Corporation - Relationship Manager
Mount Kisco, NY, 11/2010 - 08/2012
  • Succcessfully promoted Invesco Canada’s retail mutual funds, PowerShares ETFs and various Invesco worldwide investment strategies across multiple distribution channels with focus on Edward Jones and State Farm.
  • Worked with firm head office analysts responsible for the selection and monitoring of investment strategies to be included within products such as multi-manager mutual fund wraps, separately managed account programs, retail mutual fund recommended lists and sub-advised portfolios.
  • Achieved client loyalty through quality, productivity, service and proactive management.
  • Developed and maintained relationships with national gatekeepers of an assigned group of client firms in order to maximize asset acquisition, retention and mutual profitability.
  • Collaboratively worked with numerous areas of the business when called upon for an RFI needed for assigned clients.
  • Communication with key Invesco stakeholders as well as a collaborative and strategic approach to client firm coverage.
  • Built long-term relationships key clients by utilizing active listening, effective communication and dynamic interpersonal skills.
  • Conducted due diligence and fulfilled compliance requirements, communicating with other departments to complete requests.
Micron Technology, Inc. - Senior Business Development Manager
Longmont, CO, 07/2009 - 12/2010
  • Developed and maintained relationships with assigned dealer, Edward Jones, by managing communication with national home offices, Canada and USA.
  • Created strategic partnership in order to increase the company’s market share through the marketing of Invesco investments, and business building tools.
  • Traveled to home office meetings and dealer conferences including main stage presentations.
  • Managed, coordinated and conducted training sessions with dealer head office.
  • Championed training meetings with Invesco Trimark internal teams to review dealer initiatives, campaigns, platforms and sales strategies both home office and regional locations.
  • Established strong client relationships to drive business development.
  • Supported sales team members to drive growth and development.
Invesco Trimark - Regional Sales Associate - Edward Jones Channel
City, STATE, 06/2000 - 07/2009
  • Collaborated with three wholesalers for three territories, through telephone activity, to support and enhance their face to face sales efforts by providing tools and advice through the development and maintenance of long term relationships with the financial advisors.
  • Delivered presentations at client events and unit holder events as a main stage presenter.
  • Key stakeholder who was a part of the growth of the account across Canada grows from $156 million of AUM to $2.5 billion within 5 years.
  • Hired and developed two wholesalers and two sales coordinators within the team.
  • Fostered and created the idea of the Dedicated Client Service Solutions Team within the client relations department.
  • Created a training manual on dealer’s rules of engagement and trained all respective sales people covering the dealer.

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Resume Overview

School Attended

  • McGill University

Job Titles Held:

  • Director, National Accounts
  • Relationship Manager
  • Senior Business Development Manager
  • Regional Sales Associate - Edward Jones Channel


  • Bachelor of Arts

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