Senior Vice President Institutional Defined Contribution Investment Sales Series 7 and 63 required

Location: Remote
Compensation: To Be Discussed
Staff Reviewed: Thu, Feb 08, 2024
This job expires in: 12 days

Job Summary

A company is looking for a Senior Vice President, Institutional Defined Contribution Investment Sales.

Key Responsibilities:
  • Expand and retain assets on the DC platform with existing recordkept clients
  • Identify opportunities for asset growth outside of the existing DC lineup
  • Develop relationships with investment consultant and advisor community

Required Qualifications:
  • Bachelor's Degree required, MBA desired
  • Series 7 and 63 (or equivalent)
  • Proven success covering Institutions is strongly preferred
  • 15 plus years or greater experience in the financial and investment management industry
  • Asset management client relationship experience preferred

COMPLETE JOB DESCRIPTION

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