Investments Director
Core
Drive investment product distribution, increase assets under management (AUM), and support asset retention for institutional retirement plan clients.
Role type
Senior IC Investments Director (Institutional Sales & Distribution)
Builds
Institutional retirement plan products (sub-advised funds, target date funds, separate accounts) for Large/Mega Corporate, NFP, Government, and Taft-Hartley clients.
Domain
Financial Services / Institutional Retirement Markets
Required skills
Investment product distribution, Institutional sales, Relationship management, Business development, Portfolio strategy, Regulatory compliance, Financial analysis, Client retention, Market intelligence, Strategic planning
Preferred skills
CFA designation, MBA, Experience with investment consultants, Pipeline management, AUM growth strategies
Technologies
N/A
Responsibilities
Develop and execute investment product distribution strategies to drive profitable growth and increase AUM; Serve as a subject matter expert on product offerings including sub-advised funds and target date funds; Provide consultative investment expertise to plan sponsors and financial intermediaries; Partner with sales and relationship management teams to identify new business opportunities; Prepare and deliver investment presentations and portfolio reviews; Analyze and communicate investment performance and market trends; Maintain required professional registrations and licenses.
Seniority
Senior, hands-on IC