Defined Contribution Product Specialist
Core
Deliver investment advisory and employee education solutions to sponsors of participant directed defined contribution plans, including 3(21) advice, 3(38) management, fiduciary education, and vendor benchmarking.
Role type
Defined Contribution Product Specialist
Builds
Investment advisory solutions and employee education programs for defined contribution plan sponsors
Domain
Financial Services / Asset Management / Defined Contribution Plans
Deliverable
client delivery
Required skills
Investment advisory collaboration, content creation and presentation delivery, complex investment strategy knowledge, sales initiative leadership, non-qualified deferred compensation plan experience
Preferred skills
Chartered Financial Analyst (CFA) designation
Technologies
None explicitly stated
Responsibilities
Collaborate with advisors and consultants on investments, plan design, vendor management, and regulatory updates; support new business development; drive business results through product selection and promotion; monitor marketplace trends to identify opportunities; partner with sales, marketing, and digital channels; develop product-specific marketing initiatives
Seniority
Mid-Senior level (5+ years experience required)