DCIO External Wholesaler

CPS Inc; Dallas (TX); Remote; USD 150,000 - 170,000; Full time

Job summary

CPS Inc is seeking a DCIO External Wholesaler to join their rapidly growing investment firm in Dallas, TX. The successful candidate will leverage partnerships and internal resources to enhance business growth while enjoying a competitive salary and comprehensive benefits designed for longevity and success.

Benefits

Excellent benefits

Lucrative incentive package

100% remote work available

Qualifications

• Experience with client partnerships and business growth.
• Strong understanding of investment and financial markets.

Responsibilities

• Work with partners, advisors, and internal wholesalers to grow business.
• Manage relationships with investment firm partners and recordkeepers.

Job description

CPS, Inc. http://www.cps4jobs.com http://www.cps4jobs.com true

DCIO External Wholesaler

Dallas , TX US

Posted: 06/17/2025 2025-06-17 2025-07-17 Industry: Employee Benefits & Retirement Services Job Number: ME25.5.28.1 Remote Friendly: Remote Experience:

Job Description

DCIO External Wholesaler

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: $150,000base + first year guarantee,plus a lucrative incentive package, the ability to work 100% remote, excellent benefits and fantastic longevity.

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Matt Ehley

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