Business Development Specialist - DCIO​/Workplace Retirement

Employer Industry: Asset Management

• Competitive compensation package with bonus potential
• Generous PTO and comprehensive benefits
• 401k plan with a 5% company match and annual performance-based contributions
• Opportunities for professional development, including tuition reimbursement and mentorship programs
• Flexible remote work option within designated states
• Chance to make a meaningful impact in the retirement plan ecosystem

• Develop and maintain relationships within the retirement plan ecosystem to drive new business and retain existing assets
• Identify business opportunities and conduct in-depth meetings on investment strategies through various communication methods
• Collaborate with sales teams and investment management to uncover opportunities and drive sales
• Communicate the firm’s competitive advantages and persuade clients regarding investment solutions
• Travel regionally and nationally as needed to meet client and business objectives

• Minimum of domicili8 of 3 years of professional experience in the financial services industry, specifically in DCIO or retirement plan sales
• Required Series 7 and 63 Securities licenses
• Bachelor’s degree in a related field or equivalent combination of education and experience
• Strong writing, presentation, and interpersonal skills, along with the ability to manage multiple projects
• Demonstrate client-focused, courageous, accountable, collaborative, curious, adaptable, and competitively driven behaviors

• Proficiency in Microsoft Office, Salesforce CRM, investment and third-party data, and Linked In

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