Vice President, DCIO Sales Remote (anywhere in Massachusetts)
About the Role
Remote (anywhere in Massachusetts)(Massachusetts)
The Company is seeking a Vice President of DCIO Sales to support and grow sales through retirement specialist advisors, consultants, and recordkeepers in an assigned territory. The role involves sharing market and retirement insights, presenting investment solutions, developing client relationships, and identifying new business opportunities. The successful candidate will help retain assets and grow market share while collaborating with internal partners to strengthen client service and future business opportunities. Candidates must have a bachelor’s degree and active Series 7 and Series 63 licenses; a CIMA or CFA designation is preferred. At least five years of field sales experience is required, preferably in financial services, along with a strong interest in financial markets or investment management. Essential skills include consultative selling, presentation, communication, negotiation, organization, and the ability to manage competing priorities and adapt quickly. Candidates should be collaborative, client-focused, resourceful, and motivated to develop new opportunities and improve their performance.
Functions:
- Sales/Revenue
Compensation
USD $65,000-$210,000 (salary) per year
About the Company
Technology-driven investment management firm
Industry
Financial Services
Type
Privately Held
Age
employees
10,001+