Vistra

Job Title: Enterprise Account Manager Funds
Posting Start Date: 9/24/26
Job Description:
It’s never been a more exciting time to join Vistra.
At Vistra our purpose is progress. We believe that our clients have the power to change the world and to do great things for global progress, and we exist to remove the friction that comes from the complexity of global business – to help our clients achieve progress without friction.
But progress only happens when people come together and take action. And we’re absolutely committed to building a culture where our people can do just that.
We have an exciting opportunity for you to join our team as Enterprise Account Management Funds. The role can be based anywhere on the East Coast and is remote with travel as required.
Purpose of the Role:
The Funds EAM is responsible for building and maintaining strong relationships with high-value accounts. EAMs will serve as the primary point of contact for customers, strategically focusing on maximizing expansion and cross-sell opportunities to achieve individual, team and overall Vistra goals.
Scope :
Responsible for US Fund Sales
Key responsibilities:
<ul>
<li>Foster and maintain meaningful business relationships with assigned Funds accounts.</li>
<li>Create, identify, and convert expansion ACV opportunities in assigned accounts to cross sell / upsell across all Funds solutions and products.</li>
<li>Develop and maintain fluency of Private Equity knowledge, common collateral and standards to ensure you meet and exceed customer expectations.</li>
<li>Develop and execute a strategic plan for overall book of business to ensure targets are met and exceeded, creating individual strategic account plans for priority customers.</li>
<li>Foster a deep understanding of customer needs and proactively apply product and business knowledge to sell insightful, innovative solutions.</li>
<li>Utilize Marketing Development Rep to conduct research aiming to better understand the distinct customer profiles within your book of business</li>
<li>Tailor messaging and communications to effectively articulate Vistra’s value proposition for each customer profile.</li>
<li>Leverage Subject Matter Experts to utilize their technical expertise &amp; knowledge to sell insightful, innovative solutions during the time of sale.</li>
<li>Coordinate with Central ORM team to ensure service delivery team is executing at the local level &amp; stay informed of any issues that need to be raised to EAM.</li>
<li>Coordinate with Onboarding CRMs to ensure customers receive best in class onboarding process and white glove service to meet their needs throughout the adoption phase. Ensure the EAM remains the face to the customer through approvals.
Provide advisory expertise to customer to help develop international expansion plans through industry knowledge &amp; client experience</li>
</ul>
Attributes &amp; Technical Skills:
<ul>
<li>Organised and disciplined Sales approach</li>
<li>Intellectual curiosity and fearless cold-calling</li>
<li>Building effective relationships with colleagues, clients and third parties including lawyers, bankers, tax advisors and notaries</li>
<li>Proactively following-up on daily matters</li>
<li>Anticipating potential queries and issues.</li>
<li>Sharing knowledge and experience with your direct colleagues</li>
<li>Being a role model in terms of the Values</li>
<li>Taking responsibility and leading by example</li>
<li>Make sure that deadlines are met</li>
<li>Team player
Adhere to internal procedures at all times</li>
</ul>
Relevant Experience:
<ul>
<li>Minimum of 10 years of experience with a professional services firm</li>
<li>Background in financial services sales with specific exposure to Alternative Investments products and structures, e.g. Private Equity and Real Estate, a notable differentiator</li>
<li>Experience selling Offshore funds services especially into regulated markets, a huge plus</li>
<li>Confident and persuasive communicator who asks great questions</li>
<li>Excellent presentation skills</li>
<li>Highly self-motivated</li>
<li>Solid negotiation skills and proven attainment of large revenue targets</li>
<li>Strong knowledge of Private Assets (Real Estate, Infrastructure, Private Debt and Private Equity)</li>
<li>Ability to successfully communicate and influence with all levels
Ability to develop and grow commercial business activity</li>
</ul>
Education / Memberships:
A university degree in sales specific certification, or a proven track record in the Commercial area
If you are excited about working with us, we encourage you to apply or have a confidential chat with one of our Talent Acquisition team members. Our goal is to make this a great place to work where all our people can thrive. We hope you join us on this exciting journey!

Enterprise Account Manager Funds

Enterprise Account Manager Funds

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