National Accounts Associate

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
13 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