DCIO External Wholesaler

CPS Inc; Austin (TX); Remote; USD 150,000 - 210,000; Full time

Job summary

A growing investment firm is seeking an experienced DCIO External Wholesaler to expand their business operations. This role involves collaboration with financial partners and internal teams, offering a base salary of $150,000 along with lucrative additional incentives. This is an excellent opportunity for candidates looking to grow within one of the industry’s leaders, significantly expanding their portfolio of services.

Benefits

Excellent benefits

Strong job stability

Responsibilities

• Work with partners, advisors, and internal wholesalers to grow the business.
• Collaborate with leading financial organizations and manage target date funds.

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 manages 17 target date funds in partnership with leading recordkeepers and financial organizations, including BlackRock, Putnam, and Fidelity. The firm offers over 30 single-manager active strategies that are high quality and competitively priced, with new products rolled out quarterly. If you're interested in joining one of the fastest-growing investment firms with over $80 billion in assets—and aiming to double that in 3-5 years—please apply ASAP.

Compensation: $150,000 base salary plus a first-year guarantee, a lucrative incentive package, the ability to work 100% remotely, excellent benefits, and strong job stability.

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