Assistant Vice President, National Accounts jobs in United States
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Golub Capital · 1 month ago

Assistant Vice President, National Accounts

Golub Capital is a financial services firm focused on delivering investment solutions and client service to the private wealth market. The Assistant Vice President, National Accounts will support the National Accounts efforts to drive product placement and build relationships with wirehouses and broker-dealers, while also collaborating with various teams to enhance client engagement.

CreditFinanceFinancial Services
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Comp. & Benefits
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H1B Sponsor Likelynote

Responsibilities

Supporting the development of robust relationships with wirehouses, regional broker-dealers and independent broker-dealers to drive business growth
Providing high-touch client service to product origination and research teams at partner firms
Proactively identifying sales opportunities and high-potential prospects to support pipeline development
Applying working knowledge of Golub Capital’s products, systems and processes to assist in servicing and expanding client relationships
Staying at the forefront of industry developments, market evolution and emerging competitors to inform client engagement
Building familiarity with partner firm structures and business models to support targeted engagement efforts
Maintaining and updating pipeline data and client records within the Firm’s CRM to ensure accuracy
Collaborating with members of the Direct Lending Team, Product Specialists, Compliance and Operations to organize client meetings and coordinate presentation material content

Qualification

CFACAIAIntermediary wealth expertiseAlternative investments knowledgeCRM database experienceMicrosoft DynamicsData analysis skillsClient-centric approachRelationship managementOrganizational skillsCommunication skillsPresentation skillsProblem-solving skillsTeamworkAttention to detailAdaptabilityProject management

Required

Bachelor's degree required
6+ years of relevant experience supporting Senior National Accounts Managers strongly preferred
Expertise in intermediary wealth and understanding of wirehouse and broker-dealer sales channels is required
Understanding of alternative investments, preferably private credit
Experience working within a CRM database; Microsoft Dynamics experience is a plus
Excellent organizational, data analysis, communication and presentation skills
Ability to multi-task, problem solve and adapt to changing priorities
Client-centric approach, dedicated to delivering outstanding client experiences and solutions
Ability to work in a team-oriented sales environment where sharing information and collaboration are essential for success
Ability to maintain exceptional attention to detail while managing multiple responsibilities in a fast-paced environment
Series 7 and Series 63
Enthusiastic about working in office and creating a Gold Standard hybrid work culture
Industry Knowledge: Demonstrates an understanding of the Firm's position in the industry, specifically with regard to direct lending and asset management, as well as the competitive landscape
Firm and Product Knowledge: Demonstrates an understanding of the Firm's investment strategies, client base, products and investor needs, including the Firm's structure and competitive advantage in the marketplace
Innovation: Embodies an agile and creative mindset to help develop new solutions, continuously improve and optimize existing processes and impose structure in ambiguous circumstances through people, process and technology
Project / Program Management: Manages projects and / or programs through planning, identifying resources, executing, monitoring and communicating project activities and assessing impacts of the project decisions
Analytics: Surfaces, sources, analyzes and interprets data to identify trends and inform strategy and business decisions
Data and Content Stewardship: Follows appropriate policies and procedures to enter and manage data and content, including evaluating issues with data and content and taking appropriate steps to address them
Relationship Management: Creates ways to engage others, cultivate trust and build long-term win-win partnerships with investors, business partners and internal teams

Preferred

CFA or CAIA preferred
6+ years of relevant experience supporting Senior National Accounts Managers strongly preferred

Benefits

A full range of medical, financial and / or other benefits
401(k) eligibility
Various paid time off benefits such as vacation, sick time and parental leave

Company

Golub Capital

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Golub Capital is a market-leading direct lender and experienced private credit manager with $85+ billion of capital under management.

H1B Sponsorship

Golub Capital has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (6)
2023 (2)
2022 (2)
2021 (4)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Korea Investment Corp
2022-12-08Private Equity
2018-08-03Private Equity

Leadership Team

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Andrea Picard
Co-Head of Global Institutional Sales
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Dan Kaminski
Managing Director, Investor Partners Group
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Company data provided by crunchbase