Director Institutional Sales - Defined Benefit Defined Contribution Plans

Skills

About the Role

You will develop and execute sales and business-development strategies for defined benefit and defined contribution clients. You will originate opportunities, build senior relationships, advise clients on retirement needs, coordinate internal coverage, maintain pipeline reporting, and lead junior team members.

Requirements

• 10+ years of institutional sales, business development, relationship management, or fundraising experience
• Experience serving pension, retirement, or institutional investment clients
• Track record of originating opportunities, raising institutional assets, and achieving commercial objectives
• Knowledge of defined benefit and defined contribution investment structures, governance, funding, and participant outcomes
• Investment knowledge across traditional and alternative asset classes and retirement solutions
• Communication and presentation skills
• Undergraduate degree
• Applicable Series 7 and Series 63 licenses, or willingness to obtain them

Responsibilities

• Develop and execute sales and business-development strategies for assigned clients and prospects.
• Generate new opportunities, raise assets, and deliver revenue objectives.
• Identify and advance investment opportunities aligned with client priorities.
• Cultivate senior relationships and serve as a trusted advisor.
• Develop understanding of client retirement programs and investment needs.
• Present investment, retirement, risk-management, and advisory capabilities.
• Partner with investment, product, consultant, and client-service teams.
• Lead junior team members and maintain client activity, pipelines, and sales reporting.

Benefits

• Retirement plan
• Tuition reimbursement
• Comprehensive healthcare
• Support for working parents
• Flexible Time Off
• Leave benefits
• Employee Assistance Program
• Mental Health Ambassadors
• Parental leave