National Accounts Director
Apply NowCompany: Lazard Ltd.
Location: New York, NY 10025
Description:
Region
Americas
Business Unit
Asset Management
Location
New York
Job Description
Lazard is one of the world's leading financial advisory and asset management firms. Our people make the difference. With just over 3,000 employees, our tight-knit community allows for professionals eager to learn and willing to teach to connect and grow together. We believe that diversity, equity, inclusion, and allyship are not just business imperatives - they are central pillars of our employee experience. Our entrepreneurial culture and flat structure allow creative ideas and original concepts to drive our business forward - and for careers to take flight.
Many of the world's leading investors - from individuals to institutions across the globe - have entrusted Lazard Asset Management. We pride ourselves in uncovering the best investment opportunities for our clients. The purpose of our asset management business is to help our clients invest for the future - whether it's for retirement, to grow and preserve inter-generational wealth, or to benefit the organizations that make our world smarter, healthier and more sustainable.
Our North American Financial Institutions distribution team is looking for a senior National Accounts professional to join our team in New York. You will help drive sales and enhance client relationships at top tier financial institutions with a growth-oriented mindset.
You'll have the opportunity to:
Successful candidates will have:
What Lazard Offers
We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career.
We expect the base salary range for this role to be approximately $150,000-250,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role. Base salary is one component of Lazard Asset Management's compensation package, which also includes comprehensive benefits and may include incentive compensation.
Inclusion at Lazard
Lazard is an intellectual capital business focused on delivering the best advice and solutions to clients. Achieving these objectives requires us to identify, develop and retain the best talent. A workforce comprised of people with varied backgrounds and experiences creates a rich diversity of thought that empowers us to challenge conventional wisdom, as diverse perspectives lead to better decisions.
Our appreciation of diversity's strength is ingrained in our multi-cultural heritage. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respect for individual differences, which has been core to our success for several decades.
The ongoing cultivation of diversity and an inclusive, equitable culture are essential to our continued growth. We are committed to sustaining an environment in which all employees - regardless of socioeconomic status, race, color, nationality, religion, gender, gender expression, sexual orientation, physical abilities, veteran or military status - can maximize their individual potential and our collective success.
#LI-CH1
Americas
Business Unit
Asset Management
Location
New York
Job Description
Lazard is one of the world's leading financial advisory and asset management firms. Our people make the difference. With just over 3,000 employees, our tight-knit community allows for professionals eager to learn and willing to teach to connect and grow together. We believe that diversity, equity, inclusion, and allyship are not just business imperatives - they are central pillars of our employee experience. Our entrepreneurial culture and flat structure allow creative ideas and original concepts to drive our business forward - and for careers to take flight.
Many of the world's leading investors - from individuals to institutions across the globe - have entrusted Lazard Asset Management. We pride ourselves in uncovering the best investment opportunities for our clients. The purpose of our asset management business is to help our clients invest for the future - whether it's for retirement, to grow and preserve inter-generational wealth, or to benefit the organizations that make our world smarter, healthier and more sustainable.
Our North American Financial Institutions distribution team is looking for a senior National Accounts professional to join our team in New York. You will help drive sales and enhance client relationships at top tier financial institutions with a growth-oriented mindset.
You'll have the opportunity to:
- Develop and execute strategic plans to expand and manage relationships with key national accounts, including broker-dealers, wirehouses, and independent financial advisors.
- Collaborate with internal teams, including marketing, product development, and portfolio management, to deliver tailored investment solutions that meet the needs of national account partners.
- Drive sales growth by identifying new business opportunities and leveraging existing relationships.
- Conduct regular meetings, presentations, and training sessions with national account partners to enhance product knowledge and strengthen partnerships.
- Monitor industry trends, competitor activities, and regulatory changes to ensure Lazard Asset Management remains competitive and compliant.
- Prepare and present detailed sales reports, forecasts, and performance metrics to senior management.
- Expand our presence at industry conferences, events, and client meetings.
- Be curious, inspire, develop and coach our valued team members.
- Use data to inform strategy and encourage use of technology to automate processes that free up our people to spend more time with clients.
- Lead by example; Demonstrate expert understanding of investment products and vehicles, and a consultative approach to selling and relationship management.
Successful candidates will have:
- 15 or more years of experience building and maintaining relationships at top-tier Financial Institutions
- Exceptional prospecting, consultative selling, and closing skills
- Ability to seamlessly collaborate with wholesaling team, key accounts, and broader distribution to optimize results for our clients
- An outstanding external network of relationships with advisors, investors, and top tier financial institutions
- Impeccable investment acumen and experience selling a variety of investment products/strategies across asset classes
- A growth-mindset and ability to lead by example
- Excellent communication, presentation, and negotiation skills.
- Ability to derive insights from large data sets to inform strategy
- Experience with Mutual Funds, SMAs, CITs, and ETFs
- Series 7 and 65 licenses, CIMA/CFA preferred
What Lazard Offers
We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career.
We expect the base salary range for this role to be approximately $150,000-250,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role. Base salary is one component of Lazard Asset Management's compensation package, which also includes comprehensive benefits and may include incentive compensation.
Inclusion at Lazard
Lazard is an intellectual capital business focused on delivering the best advice and solutions to clients. Achieving these objectives requires us to identify, develop and retain the best talent. A workforce comprised of people with varied backgrounds and experiences creates a rich diversity of thought that empowers us to challenge conventional wisdom, as diverse perspectives lead to better decisions.
Our appreciation of diversity's strength is ingrained in our multi-cultural heritage. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respect for individual differences, which has been core to our success for several decades.
The ongoing cultivation of diversity and an inclusive, equitable culture are essential to our continued growth. We are committed to sustaining an environment in which all employees - regardless of socioeconomic status, race, color, nationality, religion, gender, gender expression, sexual orientation, physical abilities, veteran or military status - can maximize their individual potential and our collective success.
#LI-CH1