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Nov 11th | 8:00 AM - 2:00 PM | New York

National Sales Manager Roundtable

As the distribution landscape continues to evolve, sales leaders are navigating changing advisor expectations, increasing competition, advancing technologies, and new approaches to leading high-performing teams. Recognizing the importance of this evolving role, IMEA is proud to introduce its inaugural National Sales Manager Roundtable—a new forum created exclusively for senior leaders responsible for driving sales strategy, leadership, and business growth across the asset management industry.

Designed as an interactive roundtable, this event provides a trusted environment for industry peers to exchange perspectives, discuss shared opportunities and challenges, and build meaningful connections with fellow sales leaders.

What You Can Expect
Through an open discussion format, participants will engage in peer-driven conversations focused on the evolving role of sales leadership, emerging industry trends, organizational priorities, and the opportunities shaping the future of distribution.

This practitioner-led forum is designed to foster meaningful dialogue, shared insights, and valuable peer exchange among industry leaders.

Why Attend
As firms adapt to an increasingly dynamic marketplace, sales leaders are challenged to drive growth while developing talent, strengthening client relationships, and navigating organizational change. This Roundtable offers an opportunity to:

  • Connect with senior sales leadership peers
  • Exchange perspectives in a confidential setting
  • Discuss emerging trends and shared challenges
  • Gain practical insights from fellow practitioners
  • Build valuable relationships with leaders across the investment management industry

Stay tuned for additional details, including discussion leaders, agenda topics, and registration information. We look forward to welcoming you to this inaugural peer forum.

WHO SHOULD ATTEND

Senior leaders responsible for sales leadership, distribution strategy, advisor engagement, business development, sales enablement, and other functions supporting distribution growth across investment management firms.

Event Address: 225 Liberty St, New York, NY 10281

THERE’S NO BETTER TIME TO

JOIN THE IMEA!

For more than 50 years, the Investment Management Education Alliance (IMEA) has provided a platform for industry professionals to connect, exchange ideas, and stay informed about the latest developments in investment management. With a commitment to excellence and member-driven initiatives, IMEA continues to be a trusted resource and advocate for its diverse membership base.