Megan Smith
Boston,MA
Summary
With nearly 35 years of expertise in the financial services industry, Megan Smith is a highly experienced senior business development and account management executive. She has a proven track record of successfully developing and executing sales and marketing strategies for both start-up and mature alternative investment distribution companies. Megan consistently surpasses aggressive sales, corporate, and client satisfaction goals, demonstrating strong quantitative and financial acumen.
Her unwavering focus on client and investor needs, coupled with her analytical agility, has earned her a reputation as a strong leader and team contributor who excels under pressure. Megan's strategic planning and project management experience, along with exceptional leadership skills, consistently drive team performance and operational excellence. Known for delivering high-impact results through innovative problem-solving and effective communication, Megan's background includes directing and managing large-scale operations. She achieves success through strategic planning and execution, implementing innovative solutions that enhance productivity and operational effectiveness while fostering teamwork and adapting to evolving business needs.
Megan has held a board position at IMPACT Melanoma, a non-profit organization focused on early prevention of Melanoma. She currently serves on the board of trustees for her alma mater, Providence College, where she chairs the Development Committee and is a member of the Strategic Planning and Governance Committees. Currently residing in Boston, Megan enjoys traveling, cooking, and spending time at her summer house at Popponesset Beach on Cape Cod.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Director of Alternative Investments Product Pillar
BLACKROCK, INC.
New York, NY
01.2020 - 02.2025
- Company Overview: Registered broker-dealer wholesale distributor of multitude of investment products including alternative investments
- Charged with building a robust sales team among Independent Broker Dealers, RIAs and Regional Firms to promote and drive sales
- Scope now includes overseeing relationships with custodians of BlackRock's illiquid alternative investment products
- Key responsibilities include creating products, share classes, and materials that align with client requirements
- Develop and implement product launches and sales execution plans to broaden platform distribution
- Collaborate with external companies to create due diligence analyses on product offerings
- Serve as the company's representative at industry meetings, both in general session and during panel discussions
- Develop and present materials to the Fund Board to explain and approve proposed changes to product features
- Holds two internal leadership roles for BlackRock Women's Programs
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
Director of National Accounts
S2K FINANCIAL, LLC
New York, NY
01.2017 - 01.2020
- Company Overview: Registered broker-dealer wholesale distributor of institutional-based alternative investment programs
- Recruited to build and expand sales for start-up company in the alternative investments space
- Hired and developed a strong selling group that drives growth and sales
- Designed and implemented sales and marketing strategies through identifying market trends and conducting competitive analysis
- Solely responsible for introducing S2K to a broker dealer platform that sold 20% of private offering, while onboarding the firm, overseeing lead generation, and developing the marketing plan
- Evaluated competitor strategies for insights into areas of opportunity within the marketplace.
- Negotiated strategic partnerships with major clients, securing long-term contracts and revenue growth.
- Increased account retention by developing and implementing customized strategies for national clients.
Executive Vice President, National Account Manager
KBS CAPITAL MARKETS GROUP, LLC
Newport Beach, CA
01.2006 - 01.2017
- Company Overview: Company that distributes a broad range of real estate, real estate related and other alternative investments
- Fifth person to join start-up company as member of management team that developed strategy and executed a business plan to build the firm
- Managed team of five
- Developed and maintained a robust selling group of over 100 independent broker dealers
- Integral to the management and building of company to over $6B assets under management (AUM)
- Educated and trained client employees on brand awareness, product details, sales ideas, strategies and trends
Vice President, Director of National Accounts
AXA DISTRIBUTORS, LLC
New York, NY
01.1999 - 01.2006
Assistant Vice President, National Account Manager
LIBERTY FUNDS DISTRIBUTOR, LLC
Boston, MA
01.1997 - 01.1998
Senior Meeting Planner
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES
Boston, MA
01.1995 - 01.1997
Education
Bachelor of Arts -
Providence College
Providence, RI05.1991
Licenses 7 and 63 -
FINRA
Fundamentals of Alternative Investments Certificate -
CAIA
04.2024
Skills
- Sales & Business Planning
- Strategy Development
- Territory & Account Management
- Revenue Growth
- New Business Development
- Relationship Management
- Team Leadership
- Financial Services
- Strategic Marketing
- Competitive Analysis
- Project Management
- Budget Management
- Relationship building
- Strategic planning
- Verbal and written communication
- Decision-making
Awards
- Distinguished Alumni of the Worcester (MA) Public Schools Award 2019
LPL Financial: National Account Manager of the Year 2011
Certification
CAIA Fundamentals of Alternative Investments Certificate, April 2024
Timeline
Director of Alternative Investments Product Pillar
BLACKROCK, INC.
01.2020 - 02.2025
Director of National Accounts
S2K FINANCIAL, LLC
01.2017 - 01.2020
Executive Vice President, National Account Manager
KBS CAPITAL MARKETS GROUP, LLC
01.2006 - 01.2017
Vice President, Director of National Accounts
AXA DISTRIBUTORS, LLC
01.1999 - 01.2006
Assistant Vice President, National Account Manager
LIBERTY FUNDS DISTRIBUTOR, LLC
01.1997 - 01.1998
Senior Meeting Planner
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES
01.1995 - 01.1997
Bachelor of Arts -
Providence College
Licenses 7 and 63 -
FINRA
Fundamentals of Alternative Investments Certificate -
CAIA
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