Vice President, National Sales Manager

NRS offers customized solutions to asset managers and asset owners. We provide institutional transfer agency services, master trust and plan accounting, and fund-of-fund solutions. Founded in 1999, and a wholly owned subsidiary of Community Financial System, Inc. (NYSE:CBU),NRS administers over $1.4 trillion (USD) in assets to over 500 clients.

Founded in 2008, GTC is a Maine-based non-depository trust bank specializing in collective investment trusts (CITs), institutional trust services, and customized solutions for asset owners and managers. As a wholly owned subsidiary of Northeast Retirement Services LLC (NRS) and Community Financial System, Inc.(CFSI), GTC benefits from NRS's expertise in trust product administration, transfer agency, and fund-of-funds solutions. GTC's core focus is delivering ERISA and non-ERISA trust solutions exclusively for institutional clients, avoiding distractions like retail or private wealth management. Our expertise spans trustee services, asset management, transfer agency, and complex fund structures. GTC offers turnkey, client-branded products with advanced technology, customization, and strong distribution support. Our consultative approach, combined with deep operational expertise and flexibility, positions GTC as a trusted partner for sophisticated asset managers and asset owners globally across diverse asset classes.

Global Trust Company (GTC) is a leading provider of collective investment trusts (CITs), managing $160 billion in assets under management and administering $1.4 trillion in assets. As Vice President, National Sales Manager, this role is responsible for leading and executing GTC's distribution strategy across multiple market channels, including financial intermediaries, recordkeepers, aggregators, and institutional consultants. This position will play a key role in expanding GTC's presence in the DCIO (Defined Contribution Investment-Only) space and driving the adoption of both proprietary and non-proprietary CITs, including the GTC Target Date Funds, developed in collaboration with top-tier asset managers.

Primary Responsibilities

• Sales & Distribution Leadership
  • Lead and develop the go-to-market distribution strategy for GTC's proprietary and non-proprietary CIT solutions.
  • Oversee DCIO efforts, ensuring targeted engagement with RIAs, wire houses, independent advisors, bank trust officers, insurance platforms, and retirement aggregators.
  • Leverage strategic partnerships with top tier firms.
  • Manage the DCIO team, ensuring efforts align with targeted distribution objectives and assigned relationships.
  • Engage recordkeepers to establish and expand distribution of GTC CITs through platforms such as Fidelity, John Hancock, Empower, Voya, and other leading DC recordkeepers.
• Marketing & Brand Positioning
  • Collaborate closely with GTC's internal marketing team to develop and execute a cohesive messaging strategy.
  • Drive content creation, thought leadership, and educational campaigns to position GTC as the premier CIT provider for institutional clients and financial intermediaries.
  • Execute a conference & event strategy, maximizing visibility at major industry events such as NAPA, ASPPA, DCIIA, and RPA conferences.
  • Host strategic roadshows and roundtable discussions with key industry stakeholders to drive engagement and brand awareness.
• Relationship Development & Client Engagement
  • Serve as the primary point of contact for major institutional relationships, including asset managers, investment consultants, and financial intermediaries.
  • Establish CIT partnerships with leading firms, ensuring a seamless onboarding and distribution process.
  • Cultivate deep relationships with aggregators, recordkeepers, and wire house teams, providing tailored CIT solutions that align with their investment strategies.
• Growth & Performance Management
  • Achieve annual revenue and adoption goals, driving increased penetration of GTC's CITs across targeted platforms.
  • Work with investment teams to provide sales insights, product feedback, and strategic input on new CIT launches and alternative investment solutions.
  • Utilize CRM and analytics to track sales activity, client engagement, and market trends, ensuring data-driven decision-making.

Key Performance Indicators (KPIs)

Sales & Market Expansion:

• Drive TBD $X million in net new CIT sales across proprietary and non-proprietary funds.
• Increase advisor adoption of GTC CITs by TBD% year-over-year.
• Secure three new recordkeeper distribution partnerships within the first 12 months.

Engagement Metrics:

• Conduct 100+ advisor & consultant meetings annually (virtual & in-person).
• Execute six national roadshows targeting top-tier financial intermediaries.
• Maintain a presence at four major industry conferences per year.

Marketing & Brand Visibility:

• Collaborate on monthly thought leadership content with the internal marketing team.
• Launch targeted campaigns to drive awareness and increase inbound inquiries by TBD%.

• 10+ years of experience in institutional/retirement sales, distribution, or business development, with deep familiarity in the DCIO ecosystem and collective investment trusts (CITs).
• 5+ years of demonstrated sales leadership experience, including hiring, coaching, and performance management.
• Proven success establishing and growing relationships with recordkeepers, intermediaries, consultants, and aggregators; track record of platform placement and measurable growth.
• Demonstrated ability to meet/exceed revenue or growth targets through disciplined pipeline and relationship management.
• Bachelor's degree in Business, Finance, Economics, or related field (or equivalent experience).
• Strong consultative selling skills, executive presence, and ability to communicate effectively with senior stakeholders.
• Ability to travel nationally as required.
• All applicants must be 18 years of age or older.

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.