Investments Director

Overview

This role supports the growth and expansion of the investment product and distribution business segment within the organization. Responsibilities include driving investment product distribution, increasing assets under management (AUM), strengthening client relationships, and supporting asset retention across existing and prospective institutional retirement plan clients.

The Investment Director serves as a subject matter expert across a range of investment product offerings, including sub-advised funds, target date funds, institutional separate accounts, capital preservation strategies, and retirement income products. Consultative investment expertise will be provided to plan sponsors, financial intermediaries, advisors, consultants, and internal sales and relationship management teams.

Responsibilities

• Develop and execute investment product distribution strategies to drive profitable growth, increase AUM, and support investment asset retention across institutional retirement plan markets
• Serve as a subject matter expert on sub-advised funds, target date funds, institutional separate accounts, capital preservation strategies, and retirement income products
• Provide consultative investment expertise to existing and prospective plan sponsors, financial intermediaries, advisors, and institutional consultants to support investment product selection, positioning, and adoption
• Partner with Sales Associates, Relationship Managers, and internal sales teams to identify new business opportunities, strengthen client relationships, and support investment product retention
• Develop and execute business plans with Relationship Managers across assigned market segments to expand investment product distribution and increase client engagement
• Support institutional investment sales opportunities across Large and Mega Corporate, Not-for-Profit (NFP), Government, and Taft-Hartley retirement plan markets
• Prepare and deliver investment presentations, portfolio reviews, product comparisons, and investment strategy discussions for plan sponsors, financial advisors, consultants, and other stakeholders
• Analyze and communicate investment performance, fund characteristics, market trends, economic conditions, and competitive positioning to support investment recommendations and client discussions
• Leverage investment manager research and strategy reviews to provide detailed knowledge of investment objectives, portfolio construction, investment processes, and product differentiation
• Collaborate with Key Account teams to support intermediary relationships, participate in advisor discussions, and increase awareness and adoption of investment products
• Identify, prioritize, develop, and maintain investment sales opportunities and qualified pipelines in partnership with internal sales and relationship management teams
• Execute targeted AUM placement, investment product growth, and asset retention initiatives aligned with established business objectives
• Gather and communicate competitive intelligence, client feedback, and market insights to inform investment product positioning, development, and management
• Lead initiatives to identify investment-related revenue growth opportunities and improve distribution effectiveness
• Provide investment product training and education to internal sales, relationship management, and client service teams
• Respond to investment-related inquiries from internal stakeholders, plan sponsors, financial advisors, consultants, and other external clients
• Maintain knowledge of applicable regulatory requirements, compliance standards, and operational processes related to investment products and institutional distribution
• Maintain required professional registrations, licenses, and certifications in accordance with company and regulatory requirements

Requirements

• Bachelor’s degree in Business or a related field
• 10+ years of successful experience in financial services sales, investment product distribution, institutional sales, or a related financial services field
• FINRA Series 6, 63 and 7 registrations and applicable state insurance licenses required
• FINRA Fingerprinting required
• Comprehensive knowledge of the financial services industry, retirement plans, investment products, and institutional retirement markets
• Strong understanding of investment concepts, portfolio strategies, investment performance, and the application of investment products within retirement programs
• Demonstrated experience in sales, business development, relationship management, and investment product positioning
• Experience developing and maintaining relationships with financial intermediaries, plan sponsors, advisors, consultants, or institutional clients
• Demonstrated project management, organizational, and business planning skills
• Strong written and verbal communication, consultative selling, and presentation skills, including the ability to communicate complex investment information to diverse audiences
• Ability to analyze and interpret investment performance, market conditions, economic data, and competitive investment product information
• Demonstrated ability to collaborate across sales, relationship management, investment management, and other cross-functional business teams
• Ability to manage multiple priorities, identify opportunities for process improvement, and support business growth initiatives
• Ability to travel 40–60% of the time (or more) based on business needs

Preferred Qualifications

• Chartered Financial Analyst (CFA) designation or Master of Business Administration (MBA)
• Experience supporting investment product sales and retention within Large and Mega Corporate, Government, Not-for-Profit, or Taft-Hartley retirement plan markets
• Experience working with investment consultants, institutional intermediaries, or key account relationships
• Experience developing investment product distribution strategies, managing institutional sales pipelines, and driving measurable AUM growth and retention

Compensation & Benefits

• Base Salary Range: $125,400.00 - $181,875.00
• Medical, dental, vision 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, including the option to wear jeans
• Generous paid time off upon hire, including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time: 16 hours per calendar year
• Leave of absence programs, including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs)

Note: Non-sales positions may 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 base salary depending on individual performance. Actual compensation offered may vary from the posted hiring range based on geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Location

Remote and hybrid positions require reliable high-speed internet with a wired connection and a place in the home to work with limited disruption. Internet connectivity must be from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment will be provided. The role may require working in the office if the home work environment and required internet connection are not adequate.

Additional Information

• Applicants must be authorized to work for any employer in the U.S. The organization is unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.
• Job posting end date: 10-31-2026 at 12:01 am
• Equal opportunity employer; drug-free workplace