DCIO External Wholesaler

Company: CPS Inc
Location: Chicago
Posted on: February 11, 2025

Job Description:

Growing Investment firm is looking to add to staff an experienced DCIO External Wholesaler. This individual will work with partners, advisors and internal wholesalers with the goal of growing the business. This investment firm has 17 different target date funds partnering with some of the largest recordkeepers and financial organizations in the country. Money managers partners include that of Blackrock, Putnam, Fidelity just to name a few. There are over 30 single manager active strategies that are high quality and among the lowest price to work from in the position and new products are being rolled out every quarter. If you are interested in working for one of the fastest growing investment firms with over $80 billion in assets to date and slotted for double that in 3-5 years, please apply ASAP.Compensation: 125,000-140,000 base plus a lucrative incentive package, the ability to work 100% remote, excellent benefits and fantastic longevity.Responsibilities:

• Work with partners, advisors, and internal wholesalers to grow the business.
• Manage relationships with recordkeepers and financial organizations.
• Promote and sell the firm's target date funds and active strategies.
• Contribute to the rollout of new products each quarter.Minimum Requirements:
  • Experience as a DCIO External Wholesaler.
  • Strong relationship management skills.
  • Knowledge of investment products and market trends.
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Keywords: CPS Inc, Chicago , DCIO External Wholesaler, Other , Chicago, Illinois