Vice President DCIO Sales
Posted Updated
Description
You will support and drive sales through retirement specialist advisors, consultants, and recordkeepers. You will provide market insights and investment solutions, develop client relationships, identify new business, retain assets, and grow market share.
Responsibilities
- Drive sales through retirement specialist advisors, consultants, and recordkeepers
- Provide market and retirement insights and investment product solutions
- Develop new business opportunities
- Retain assets and grow market share
- Consult on investment products, investment perspectives, and financial markets
- Collaborate with internal partners to serve professionals and create partnership opportunities
Requirements
- Bachelor's degree
- Series 7 license
- Series 63 license
- Five years of field sales experience in financial services preferred
- CIMA or CFA designation preferred
- Knowledge of financial or investment management
- Communication
- Negotiation
- Decision-making
- Consultative sales
- Presentation
- Relationship management
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Retirement benefits
- Paid time off
- Parental leave
- Charitable-giving employee match program
- Student loan repayment
- Tuition reimbursement
- Learning resources