Head of Investment & Wealth Distribution

Ascensus; Pennsylvania; Hybrid; USD 250,000 - 300,000; Full time

Job summary

Ascensus is seeking a Vice President, Investment & Wealth Distribution to lead and scale distribution for investment and wealth solutions across Retirement. This role requires building a dedicated sales capability, advisor engagement, and go-to-market models to drive adoption, revenue, and assets.

The position is advertised for multiple markets with preferred hybrid work locations in Dresher, PA and Needham, MA; remote candidates will be considered. Extensive DC experience is essential.

Qualifications

• Bachelor's degree required; advanced degree preferred.
• 10+ years of experience in defined contribution retirement, investment management, asset management, wealth management, institutional sales, or related financial services fields.
• 7+ years of experience in investment distribution, DC sales, advisor distribution, institutional retirement sales, wealth distribution, or other growth-oriented commercial leadership roles.
• Strong commercial orientation with demonstrated ability to create measurable revenue growth, asset growth, penetration, adoption, and participant conversion outcomes.

Responsibilities

• Lead the investment and wealth distribution strategy for the Retirement business; establish a dedicated sales and commercialization capability; deliver the go-to-market strategy for managed accounts and proprietary or co-manufactured investment solutions.
• Build advisor, partner, and client engagement motions; create measurable adoption programs to support Ascensus' broader investment and wealth growth agenda.
• Establish sales targets, pipeline discipline, forecast processes, conversion tracking, and accountability routines for investment and wealth distribution.
• Design, build, and lead a dedicated investment and wealth distribution capability within Retirement; develop sales playbooks and advisor-facing materials.
• Engage with advisors, consultants, institutional partners, and market influencers to build demand and adoption.

Skills

Defined contribution retirement

Investment distribution

Sales leadership

Cross-functional collaboration

Education

Bachelor's degree

Advanced degree preferred

Tools

FINRA licenses

Job description

Ascensus is seeking a Vice President, Investment & Wealth Distribution to lead and scale distribution for investment and wealth solutions across Retirement. This role requires building a dedicated sales capability, advisor engagement, and go-to-market models to drive adoption, revenue, and assets.

The position is advertised for multiple markets with preferred hybrid work locations in Dresher, PA and Needham, MA; remote candidates will be considered. Extensive DC experience is essential.