Full-Time
National Accounts Director
Wealth Management Distribution
Cantor Fitzgerald
1,001-5,000 employees
Global investment bank and brokerage services
Compensation Overview
$100k - $250k/yr
New York, NY, USA
In Person
 Finance & Banking (1) |
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- Bachelor’s Degree required plus 10–15+ years in asset management distribution with a focus on national accounts/platform sales
- Proven success securing approvals and model inclusion across wirehouse and bank channels
- Strong existing relationships with home offices, CIO teams, and gatekeepers at major firms
- Deep understanding of Intermediary platform structures, due diligence and approval processes and managed accounts, models, mutual funds, and/or ETFs
- Direct experience working with firms such as Merrill, Wells Fargo, JPMorgan, Ameriprise, Baird, and both national and regional banks
- Track record of achieving model portfolio inclusion and driving flows post-approval
- Experience in a mid-sized or growing asset management firm environment
- Lead strategic distribution efforts at major intermediary firms within wealth management distribution
- Coverage may include coverage of enterprise level RIA platforms, such as Hightower, Rockefeller, Dynasty and FOCUS
- Build and maintain relationships with home office due diligence teams, CIOs, product platform committees and designated home office relationship management
- Work with sales leadership team to design and execute field directives to drive adoption of the Cantor platform and increase wealth manager/advisor adoption and capital raising
- Drive the full lifecycle of platform onboarding initial engagement and positioning, due diligence (DDQs, RFPs, presentations) and negotiation and final approval
- Secure placement on approved lists, fee-based platforms (UMA/SMA programs) and advisory and brokerage platforms
- Achieve inclusion in centralized and recommended model portfolios, managed account programs and CIO-driven asset allocation frameworks
- Position strategies effectively within portfolio construction discussions
- Partner with field sales/wholesalers to drive flows post-approval
- Identify high-impact opportunities across platforms and prioritize accordingly
- Convert platform access into measurable AUM growth
- Develop platform-specific messaging and value propositions
- Provide feedback to product and investment teams on platform demand trends, competitive landscape. product gaps and opportunities
- Coordinate closely with Product Development, Marketing (platform-targeted materials) and Legal/Compliance (selling agreements, approvals)
- Lead RFP/DDQ processes and platform submissions
Cantor Fitzgerald is a global financial services firm offering capital markets, investment banking, brokerage, and related services. It helps companies raise capital through debt and equity markets, executes trades, provides prime services, and manages investments through its Cantor Investment Management division. The firm differentiates itself with a worldwide network of offices and trading desks, a large institutional sales force, and an integrated platform across multiple financial segments built since 1945. Its goal is to be a trusted, full-service partner for corporations, institutions, and high-net-worth clients, helping them raise capital, execute trades, manage risk, and grow wealth.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
New York City, New York
Founded
1945
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Simplify's Take
What believers are saying
- Cantor Fitzgerald Europe reported 80.5% gross profit jump in 2022 driven by Investment Banking and Equities core activities.
- The firm's Sports Financing Group, established in 2015, exclusively targets football club acquisitions and player transfer financing.
- Cantor Europe now offers 24-hour global equity market coverage with specialized services in Risk Arbitrage, ECM, and Private Capital Markets.
What critics are saying
- SEC enforcement recurrence over SPAC disclosure flaws poses high impact risk with 30–50% probability within 12–18 months.
- MARX patent invalidation in mobile betting suits threatens high impact loss with 50–70% probability within 12–24 months.
- AIR Global post-IPO collapse triggering SPAC guarantee carries high impact risk with 40–60% probability within 6–12 months.
What makes Cantor Fitzgerald unique
- Cantor Fitzgerald uniquely combines global capital markets expertise with deep Europe and Middle East investment banking presence.
- The firm operates 33 locations worldwide with one of the largest institutional sales forces serving over 5,000 clients.
- Cantor leverages strategic acquisitions in London and Ireland, plus recent Abu Dhabi office expansion, to strengthen European and Middle East coverage.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Paid Vacation
401(k) Retirement Plan
Company News
Cantor and Securitize collaborate on blockchain-based IPOs. July 15, 2026 - By CoinDesk - Original Cantor Fitzgerald and Securitize are collaborating to tokenize IPOs, enabling public companies to raise capital on-chain and modernize ownership records. Confidence: 80% Horizon: medium-term Market drivers (micro). * Increased operational efficiency in capital raising. * Integration of blockchain technology into traditional finance. * Growing acceptance of tokenization in capital markets. Context (macro). * Traditional finance is increasingly adopting blockchain solutions. * Major financial institutions are exploring tokenization strategies. Who wins / who loses. * Winners: Public companies gaining access to innovative capital-raising methods. * Losers: Traditional IPO processes that may become obsolete. Scenarios. Base The collaboration will successfully integrate blockchain into IPO processes, leading to widespread adoption of tokenized securities. Alt Regulatory challenges may hinder the adoption of tokenized IPOs, limiting the impact of the collaboration. What to Watch next. * Monitor regulatory developments regarding tokenized securities. * Watch for other financial institutions adopting similar blockchain strategies. * Observe market reactions to the first tokenized IPOs. Full analysis. In a significant move towards integrating blockchain technology into traditional finance, investment giant Cantor Fitzgerald has announced a collaboration with cryptocurrency-focused broker-dealer Securitize. This partnership aims to revolutionize the process of initial public offerings (IPOs) by enabling public companies to raise capital and issue tokenized securities on-chain. The partnership details. Under the agreement, Cantor will leverage its extensive equity capital markets and trading capabilities, while Securitize will provide the necessary tokenization infrastructure. This collaboration is designed to enhance operational efficiency and modernize ownership records within the established framework of traditional public offerings. Carlos Domingo, co-founder and CEO of Securitize, emphasized that public companies should not have to choose between access to traditional capital markets and the benefits of blockchain technology. He stated, "This partnership brings together the capabilities required to support capital formation on-chain within existing regulatory frameworks." The broader context. The move comes as large players in traditional finance, such as the Depository Trust & Clearing Corporation (DTCC), are also exploring the tokenization of capital markets. This trend indicates a growing acceptance of blockchain technology in mainstream finance, with significant firms like JPMorgan, Goldman Sachs, BlackRock, and Vanguard participating in similar initiatives. Future implications. As tokenization becomes more integrated into capital markets, it is expected to change how securities are issued, distributed, owned, and serviced. This partnership is a step towards a future where digital securities become a standard component of capital markets, offering innovative ways for companies to raise and access capital as market dynamics evolve. In conclusion, the collaboration between Cantor and Securitize marks a pivotal moment in the intersection of traditional finance and blockchain technology, paving the way for a more efficient and modern approach to IPOs.