Consultant Relations Associate, DCIO

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Sales and Marketing
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B02035 - Defined Contribution
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Required Experience / Qualifications

  • Bachelor's degree required
  • FINRA Series 7 and 63 licenses required
  • Minimum of 3 years' experience in the financial or investment management industry is preferred
  • Direct DC sales experience preferred
  • Advanced investment / product knowledge
  • Understanding of the various financial products and retirement platforms available in the retirement market
  • Strong sales, phone, and organizational skills
  • Ability to work independently in managing multiple deadlines and projects
  • Team player and detail oriented
  • Willingness and ability to travel periodically
  • Ability to thrive in a fast-paced, evolving landscape

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