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Head of Retirement
SalesMcLean, VA or RemoteFull Time
Overview

Vest is currently seeking an experienced Head of Retirement to join our team and lead our firm’s expansion into the Retirement segment.

As the Head of Retirement, you will be responsible for the development and distribution of investment products (including mutual funds and collective investment funds) and investment advisory services (including sub-advisory services) to qualified opportunities such as DC/DB plans, pension plans, cash balance plans and sub-advisory mandates across all plan size markets in partnership with all channels of financial intermediaries including banks, wire house broker-dealers, regional broker-dealers, registered investment advisors, and consultants. The opportunity also entails building a sub-advisory business with other larger asset managers with distribution in the retirement space.

This is a remote role, with the opportunity to work out of headquarters in Northern Virginia, if desired.  Extensive travel is required.  

Responsibilities
  • Develop, design, and lead strategy for the DCIO business and champion to internal and external partners. 
  • Build and maintain strong partnerships with key decision makers across key retirement intermediaries. 
  • Work with platform gatekeepers and investment due diligence teams to obtain approval with recordkeepers and advisors, as well as sub-advised mandates and recommended fund lists. 
  • Partner with firms in the retirement space to understand their needs and identify ways in which Vest can meet those needs including the creation of new products. 
  • Work to maintain shelf space for the current lineup of products. 
  • Maintain relationships with assigned distribution partners. Participate in partner conferences and education seminars. Make decisions on sponsorships, marketing campaigns, etc.  
  • Keep abreast of the retirement landscape including investment trends, competitor offerings, and regulations that may affect future business. 
  • Partner with other retirement focused asset managers and solution providers who may look for sub-advisory expertise to augment lineup.
Qualifications
  • 5+ years of sales experience in the retirement distribution industry, which includes explicit client acquisition and asset raising experience. 
  • Demonstrated a successful track record of raising assets in the retirement space. 
  • Possess understanding of investment fundamentals (capital markets, principles of portfolio management, and asset management performance analysis) and investment product fundamentals (mutual funds, collective investment trusts, variable annuities, and retirement investment products). 
  • Strong presentation, verbal, and written communication skills. 
  • Self-motivated, enthusiastic, and organized. 
  • Demonstrated teamwork ability. 
  • Excellent listening skills and the ability to identify opportunities and suggest creative solutions towards building joint business agendas. 
  • Show consultative sales styles, focusing on building relationships rather than solely selling products, while also capitalizing on product opportunities when appropriate.
  • Business Development / distribution experience in the retirement investment products space preferred. 
  • Appropriate FINRA licenses required (Series 7; Series 66). 
Benefits
  • 401(k) with matching contribution
  • Health, vision and dental insurance
  • Paid onsite parking
  • Hybrid workforce
  • Paid time off and paid company holidays
  • Free onsite gym
About Vest
Vest was founded in 2012, based on the conviction that investors' desire for more certainty in their investment outcomes is not being adequately met. To address this market need, we created Target Outcome Investments®, which target a defined return profile, with an allowance for a specific level of risk, at a particular point in time. Today, Target Outcome Investments are available as mutual funds, exchange traded funds, unit investment trusts, collective investment trusts, and customizable managed accounts / sub-advisory services. They seek to provide investors with targeted protection, enhanced returns, or income with a level of predictability unattainable with most other investments available today. First Trust Capital Partners LLC and Cboe Global Markets, Inc. indirectly have equity interests in Vest Financial. We are a young firm, growing fast and looking to expand our team to help serve our clients better.
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