The Defined Contribution Investment Only (DCIO) Sales job sells mutual funds, Collective Investment Trusts (CIT), sub-advised management and annuity products to retirement plan intermediaries including, but not limited to, broker-dealers, Registered Investment Advisor (RIA) aggregators, consultants, recordkeepers and managed account providers. Under limited supervision, this job maintains up-to-date DCIO knowledge and leverages experience in the retirement plan investment business, along with best practices and established sales tools, to meet DCIO sales goals.
Key Responsibilities and Duties
- Builds and maintains strong partnerships with key decision makers including senior management across assigned list of retirement intermediaries.
- Works closely with clients or their advisers to define client goals, address concerns and to plan DCIO sales approach.
- Tracks prospects through a sales process using the organization's internal Customer Relationship Management platform.
- Coordinates all marketing, supporting wholesaling efforts, and serves as the primary problem solver for more complex issues.
- Provides regular DCIO Sales pipeline updates capturing prospecting and sales activity to management team.
- Maintains updated DCIO knowledge and provides experience in the retirement plan investment business to help clients realize investment goals.
- Works with platform gatekeepers and investment due diligence teams to win fund and sub-advised mandates as well as recommended fund lists.
- Serves as a point of accountability to increase the organization's revenue for assigned client list, addressing issues and obstacles, framing solutions, and informing senior management of critical requirements.
Educational Requirements
- University (Degree) Preferred
Work Experience
- 5+ Years Required; 7+ Years Preferred
Physical Requirements
Related Skills
- Business Development
- Client Relationship Management
- Influence
- Market Research Competitive Analysis
- Nuveen Products/Services Acumen
- Practice Management Strategy
- Relationship Management
- Retirement Planning Selling
- Sales
- Strategic Planning
Anticipated Posting End Date: 2024-08-28
Base Pay Range: $120,000/yr. - $165,000/yr.
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance.
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