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At Company, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners. Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries. For over 65 years, our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.
The main purpose of this function is to generate sales and retain assets for Company within the Retirement Defined Contribution Investment-Only (DCIO) business. The role is responsible for managing and cultivating relationships with Mid-Market Consultants, Retirement Intermediaries and Third-Party Administrators who have a business focus in the large, mid and small retirement plan segments. Specialist's primary objective is to influence the placement and retention of Company Investment Strategies within various workplace solutions (DC, HSA, 529, etc.). This position requires a high-level of institutional investment acumen, an extensive background in the defined contribution plan market, with a high level of knowledge on regulatory impact, business building and practice management issues, to be deemed a subject matter expert and credible resource by internal and external audiences.
Additional responsibilities include maintaining regular contact with retirement wholesalers of major distribution partners, interaction with FTDI senior management, building and maintaining productive relationships with other FTI sales channels such as Consultant Relations and Retail Sales.
What are the ongoing responsibilities of a Sr. Retirement Plan Strategist?
Managing a territory to generate sales and revenue to meet objectives.
Managing and cultivating key intermediary/provider relationships and developing fund sales through those contacts.
Partner with wholesalers of national recordkeeping platforms to further enhance awareness of Company investment capabilities.
Market Company's value-added programs to help Retirement Intermediaries design better plan solutions and grow their book of business.
Maintaining knowledge of industry related trends/topics and maintain proficiencies in delivering value-added presentations to advisor and plan sponsor audiences.
What ideal qualifications would help someone to be successful?
10+ years of field consulting/sales experience within the DC and investment industry.
CFA and other professional investment/retirement designations preferred
FINRA Series 7 & 63 Licenses
Advanced investment/product knowledge including Target Date Solutions
Strong organizational skills and ability to manage a large territory with many moving parts
Comfortable with a good deal of travel (>75%).
Strong sales skills focused on closing.
Public speaking and seminar experience
What makes Company unique?
In addition to the dynamic and professional environment at Company, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
Highlights of our benefits include:
Three weeks paid time off the first year
Medical, dental and vision insurance
401(k) Retirement Plan with 75% company match on your pre-tax and/or Roth contributions, up to the IRS limits
Employee Stock Investment Program
Tuition Assistance Program
Purchase of company funds with no sales charge
Onsite fitness center and recreation center*
*Only applicable at certain locations
We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.
We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people, and see what it means to say, “I AM Company”.
Company is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing employees and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. We invite you to visit us at Company website/ to learn more about our company and our career opportunities.
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