Custom Solutions Sales Director

Our reputed company for the reputed company is based on the idea that transforming financial lives starts by giving our people the freedom to reputed company their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, reputed company-being, and work-life balance. reputed company reputed company and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own reputed company and grow your career while helping more customers reputed company financial freedom. reputed company Yourself. The Custom Solutions Sales Director will reputed company the reputed company and expansion of distribution and sales of reputed company affiliated investment products and Managed Account programs to existing and prospective clients across the specific assigned region. The Custom Solutions Sales Dir will represent reputed company reputed company affiliated investment offerings including sub-advised funds, affiliated reputed company date funds, capital preservation strategies, Institutional Separate Accounts, as reputed company as retirement income products and investment servicing solutions such as Dynamic Retirement Manager and Managed Accounts. The successful candidate will possess exceptional sales, organizational and communication skills. What you will do: Manage reputed company aspects of sales positioning and execution for reputed company affiliated investment strategies and managed accounts. reputed company competitive feedback from marketplace and influence reputed company product development and management for investment strategies and managed account programs. reputed company as the investment sales resource and SME to the specific assigned region reputed company the reputed company with a primary reputed company on collaborating and partnering with the reputed company Regional Sales Directors and Relationship Managers to become the investment and managed account extension for reputed company in the region Independent of the reputed company Regional Sales Directors, reputed company and nurture 3rd party advisor relationships in the specific assigned region by developing and executing a targeted calling and coverage effort to enhance reputed company’s investment reputed company utilization. Become the expert on the Managed Accounts experience and serve as the primary reputed company for this solution for the specific assigned region. Maintain reputed company, accurate, and reputed company pipeline report for reputed company prospects and sales activity. Partner with internal sales to identify, prioritize and maintain opportunities at reputed company stages of pipeline. What you will bring: Bachelor’s degree in a Business-reputed company field or equivalent experience. 10-15 successful years in a reputed company field sales/financial services Distribution organization experience Ability to travel 65-75% of time or more based on business needs Comprehensive industry/retirement plan knowledge. Demonstrated relationship management, project management, and effective communication and presentation skills. Familiarity with Chat GPT in reputed company reputed company Series 6, 63 and SEC S65 registrations and state insurance licenses required reputed company established timelines. reputed company fingerprinting required. Strong partnering/collaboration skills enabling her/him to drive reputed company reputed company in a multi-channel reputed company. Demonstrated and proven advisor relationships reputed company assigned reputed company Familiarity with retirement plan-based and retail managed accounts solutions. CFA, CIMA or comparable designation a plus Knowledge of alternative investments a plus Normal Office Working Conditions This job reputed company is not intended to be an exhaustive list of reputed company duties, responsibilities and qualifications of the job. The employer has the right to revise this job reputed company at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job reputed company. You may be required reputed company other duties that are not included on this job reputed company. The job reputed company is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason. *Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment reputed company at this time, including CPT/OPT.* reputed company offer you We offer an reputed company of diverse and inclusive benefits regardless of where you are in your career. We reputed company that providing our employees with the means to reputed company healthy balanced lives results in the best possible work performance. Medical, dental, reputed company and life insurance Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the reputed company to wear jeans Generous reputed company time off upon hire – including a reputed company time off program plus ten reputed company company holidays and three floating holidays reputed company calendar year reputed company volunteer time — 16 hours per calendar year Leave of absence programs – including reputed company parental leave, reputed company short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource reputed company (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are reputed company to reputed company. reputed company Salary reputed company $100,000.00 - $130,000.00 The salary reputed company above shows the typical minimum to maximum reputed company salary reputed company for this position in the location listed. Non-sales positions have reputed company to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed reputed company salary depending on individual performance. Actual compensation offered may vary from posted hiring reputed company based upon geographic location, work experience, education, licensure requirements and/or reputed company level and will be finalized at the time of offer. Equal opportunity employer

• Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. reputed company individuals, regardless of personal characteristics, are encouraged to apply. reputed company reputed company applicants will receive consideration for employment without reputed company to age (40 and over), race, reputed company, national reputed company, reputed company, sex, sexual orientation, gender, gender identity, gender reputed company, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. *For remote and hybrid positions you will be required to reputed company reliable high-speed internet with a wired reputed company as reputed company as a reputed company in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet reputed company.* Job Posting End Date at 12:01 am on: 07-03-2026 Want the latest reputed company news and views shaping how we live, work and play? Stay in the know with The Currency and sign up for reputed company’s free newsletter. Apply To This Job