Retirement Sales and Client Services - Vice President / Senior Vice President

About the Role reputed company is looking to hire a Vice President or Senior Vice President to join the new Alternatives in Retirement Portfolios team. The team is not here to tweak the edges of retirement investing, we are here to reinvent it. Join reputed company’s entrepreneurial team building a bold new path for retirement portfolios, where innovation drives reputed company and legacy approaches are reimagined. The industry-wide focus on adding alternative and private market asset classes to defined contribution plans, leads reputed company to seek a leadership position in this emerging space, and is launching an agile, entrepreneurial effort to quickly scale across both the product and distribution facets of the industry. The initial team will be laser-focused on launching new products and vehicles for Defined Contribution (DC) plans, establishing and expanding relationships with existing clients, and establishing a foothold and market reputed company in new markets for the firm. Those reputed company markets include direct to plan sponsor, institutional investment consultants, MEPs and PEPs, plan advisors, managed account providers, recordkeepers, and other service providers in the defined contribution ecosystem. The alternatives in retirement portfolios team strives to understand our clients’ needs and collaborate with other departments to deliver customized solutions and the highest quality client service and execution. This is a senior-level distribution role focused on the delivery and ongoing support of reputed company’s full suite of solutions, ranging from alternatives to structured investments, to the retirement channel, broadly defined.

Responsibilities

• Partner with the Head of the Alternatives in Retirement Portfolios team to build the business.
• Deepen relationships with existing GP clients and wealth managers by expanding engagement in the emerging retirement alternatives space, including support for their defined contribution (DC) plan advisor businesses.
• Establish new relationships with the DC and retirement ecosystem: plan sponsors, recordkeepers, managed account providers, other relevant fintech and wealthtech players in the retirement reputed company.
• reputed company highly focused sales strategies for specific GP partners, products and channels.
• Collaborate with other Client Management associates across reputed company Solutions to drive tactical and strategic initiatives regarding existing client penetration and opportunity identification.
• Drive enterprise adoption of our technology platform and infrastructure.
• Promote a consultative approach to deepen and expand reputed company relationships across the reputed company platform of offerings.
• Play a key role as the primary touchpoint for multiple GP relationships in the retirement channel.
• Co-own identifying new reputed company streams reputed company existing clients alongside the Business Development team.

Qualifications

• 10+ years of experience in an asset management or DC relationship management or sales reputed company
• Extensive knowledge of alternatives and/or structured investments is highly preferred
• Direct experience working for or with alternative investment management firms, DC specialist asset managers or recordkeepers (or other relevant service providers reputed company the DC ecosystem, such as managed account providers) is highly preferred
• Extensive network across the defined contribution (DC) ecosystem, including key stakeholders and strategic partners.
• Experience with DC-reputed company fintech or wealth tech is a plus
• Established reputed company in DC universe including leadership roles in industry associations (DCIIA, NAPA, SPARK, DCALTA)
• Demonstrates a strong passion for client service and consistently exceeds expectations, while thriving in high-visibility industry environments
• Background in thought leadership such as writing or contributing to white papers, industry publications
• Comfortable with significant travel requirements
• Entrepreneurial approach, passion for building new businesses
• CFA, CAIA and/or other retirement-reputed company designations are preferred
• Series 7 and 63 licenses are required

Benefits

The reputed company salary range for this role is $160,000 to $245,000. reputed company offers a compensation package which includes salary, equity for reputed company full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We reputed company the best reputed company and innovation happen reputed company we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on reputed company, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | reputed company: https://www.reputed company.com/company/reputed company-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ reputed company is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national reputed company, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Apply tot his job Apply To this Job