Job opportunity
Vice President of Sales, Defined Contribution
Confidential
Vice President of Sales, Defined Contribution
About the Company
Large alternative investment management company
Industry
Financial Services
Type
Public Company
Founded
1990
Employees
1001-5000
Categories
- Credit
- Financial Services
- Real Estate
- Asset Management
- Finance
- Property Management
Specialties
- private equity
- credit
- and real assets
About the Role
The Company is seeking a Vice President of Sales, Defined Contribution to drive adoption of retirement investment and guaranteed-income solutions among advisors in an assigned territory. The role owns an annual sales target and builds relationships with retirement plan advisors and recordkeeper field teams, converting platform partnerships into local opportunities. Responsibilities include developing and executing a territory plan, managing pipeline activity, leading advisor education and presentations, and coordinating joint meetings and campaigns with partners. The successful candidate will collaborate with internal distribution teams and product specialists, using market intelligence and CRM tools to guide targeting and sales execution.
Candidates should bring 10 or more years of retirement plan sales experience, a record of meeting or exceeding sales goals, and established relationships with retirement plan advisors and recordkeeper teams. Strong knowledge of defined contribution markets, advisor and recordkeeper channels, and ERISA fundamentals is required, along with expertise in private assets or guaranteed income and the ability to develop knowledge of the other area. Excellent presentation skills, sound judgment, and adaptability are essential. A FINRA Series 6 and 63 or Series 7 license is required; a bachelor’s degree in business, finance, or a related field, or equivalent professional experience, is preferred.
Hiring Manager Title
Head of DC Wealth Distribution
Functions
- Sales/Revenue
Apply on source site About the Company
Large alternative investment management company
Industry
Financial Services
Type
Public Company
Founded
1990
Employees
1001-5000
Categories
- Credit
- Financial Services
- Real Estate
- Asset Management
- Finance
- Property Management
Specialties
- private equity
- credit
- and real assets
About the Role
The Company is seeking a Vice President of Sales, Defined Contribution to drive adoption of retirement investment and guaranteed-income solutions among advisors in an assigned territory. The role owns an annual sales target and builds relationships with retirement plan advisors and recordkeeper field teams, converting platform partnerships into local opportunities. Responsibilities include developing and executing a territory plan, managing pipeline activity, leading advisor education and presentations, and coordinating joint meetings and campaigns with partners. The successful candidate will collaborate with internal distribution teams and product specialists, using market intelligence and CRM tools to guide targeting and sales execution.
Candidates should bring 10 or more years of retirement plan sales experience, a record of meeting or exceeding sales goals, and established relationships with retirement plan advisors and recordkeeper teams. Strong knowledge of defined contribution markets, advisor and recordkeeper channels, and ERISA fundamentals is required, along with expertise in private assets or guaranteed income and the ability to develop knowledge of the other area. Excellent presentation skills, sound judgment, and adaptability are essential. A FINRA Series 6 and 63 or Series 7 license is required; a bachelor’s degree in business, finance, or a related field, or equivalent professional experience, is preferred.
Hiring Manager Title
Head of DC Wealth Distribution
Functions
- Sales/Revenue