Director, Accounts

Join the team at RoboStrategy as Director, National Accounts RoboStrategy (Nasdaq: BOT) is on a mission to become the leading public investment vehicle for the robotics revolution. We provide investors with access to the most transformative companies in robotics, many of which remain private and inaccessible through traditional public markets. RoboStrategy is managed by FP Strategies, its investment advisor. We are seeking a Director, National Accounts to own the firm's relationships with the gatekeepers of wealth distribution: broker-dealer home offices, platform research teams, RIA aggregators, and model portfolio providers. Advisors at major firms can only recommend products their home office has approved, so each approval this role secures unlocks access to thousands of advisors at once. This is a strategic, relationship-driven mandate for a professional who knows the home-office landscape directly: the research analysts, the diligence and approval processes, the committee dynamics, and the practical requirements for placing a fund on recommended lists and model menus. Experience positioning publicly listed funds (ETFs, closed-end funds) with home offices is strongly preferred; candidates who have driven platform approvals for private funds with directly transferable gatekeeper relationships will also be considered. You will report to the Chief Commercial Officer (CCO) and work closely with the CEO and COO.Own the platform relationships. Build and manage relationships with home-office research and product teams at wirehouses, independent broker-dealers, and regional firms. Manage the approval pipeline end to end: diligence questionnaires, data requests, committee presentations, recommended-list submissions, and model placements. Structure and manage distribution, servicing, and data agreements with platforms. Coordinate with distribution colleagues so each platform approval is followed by advisor-level engagement. Report on the pipeline. Maintain reporting on the approval pipeline by firm and stage, placements secured, and flows by platform. A verifiable record of platform wins at another fund: approvals, recommended-list additions, and model placements you personally drove.7+ years in national accounts, key accounts, or platform distribution at an asset manager; Established, current relationships with home-office research and gatekeeper teams at major broker-dealers and platforms. Fluency in platform diligence: Credible in a diligence setting, with the depth to represent a thematic, research-driven strategy to platform research teams.•