National Accounts Associate

Frontier Asset Management is seeking a highly organized and analytical National Accounts Associate to support the firm’s distribution and strategic relationship initiatives across key intermediary and institutional channels. This role will work closely with the National Accounts team to support major distribution partners, assist with platform management, coordinate internal projects, and provide reporting and analytical support to help drive growth across the firm’s investment solutions.

The ideal candidate is detail-oriented, proactive, collaborative, and interested in building a long-term career within asset management distribution, relationship management, and sales strategy.

Salary
70K

Benefits

Earned Paid Time Off

Paid Holidays

Health, Dental, Vision, and Life Insurance

401(k) Employer Match and potential Employer Contribution totaling 8%

Potential for annual bonus

Location
The position could be based out of our Sheridan, Wyoming, or Denver, Colorado offices.

Responsibilities

Support the National Accounts team in managing distribution relationships

Assist with maintaining partner data in CRM & SalesHub

Prepare materials for partner reviews, due diligence meetings and business updates

Help manage partner requests and internal information gathering

Assist with onboarding and maintenance of investment products across platforms and distribution partners

Support the production of monthly assets and flows reports

Analyze sales trends and distribution data

Support pipeline management and business opportunity tracking

Support completion of due diligence questionnaires (DDQs) and data requests

Track partner deliverables and follow up items

Assist with special projects related to distribution strategy, platform expansion and operational efficiency

Maintain organized documentation and reporting processes

Support conference and event planning

Support submission and approvals of marketing materials at partner firms

Qualifications

Bachelor’s degree in Finance, Business, Economics, Marketing, or related field

1–3 years of experience in asset management, financial services, sales support, operations, or relationship management

Strong organizational and multitasking abilities

Excellent verbal and written communication skills

High attention to detail and accuracy

Proficiency in Microsoft Power BI to analyze sales trends, platform flows, and operational metrics

Advanced Excel proficiency including pivot tables, formulas, and reporting analysis

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