DWS - Sales Specialist (Pension Solutions) (m/f/d)
Core
Senior sales specialist advising institutional clients on outsourcing pension obligations via Collective Trust Accounts (CTA) and pension funds, managing complex implementation projects and portfolio relationships.
Role type
Senior IC institutional sales specialist (pension solutions)
Builds
Custom pension outsourcing solutions and investment strategies for institutional clients
Domain
Financial services / Institutional Asset Management / Pension Solutions
Deliverable
client delivery
Required skills
Institutional sales, pension fund expertise, CTA structuring, complex project management, stakeholder management, solution design, presentation skills, bilingual communication
Preferred skills
Balance sheet analysis, RFP management, strategic consulting
Technologies
MS Office (Excel, PowerPoint, Word), AI tools
Responsibilities
Develop existing client relationships and identify new business/cross-selling opportunities in pension solutions; Advise clients on CTA, pension funds, and occupational pension solutions; Manage independent ownership of a diverse client portfolio including coordination of internal interfaces; Execute complex outsourcing projects and client-specific structuring tasks; Support client RFPs and develop sales concepts; Collaborate with internal teams (Sales, Product, Legal, Risk, Compliance, Operations); Lead mandates and projects with increasing autonomy
Seniority
Senior, hands-on IC