Associate, Defined Contribution Specialist

GWP•Denver, CO

2d•Hybrid

About The Position

Assist and support Defined Contribution Specialists in the field with all aspects of the firm’s retirement business. Sole responsibility for growing Janus Henderson’s presence with a meaningful roster of smaller Retirement-specific clients including mid-market consultants, plan advisors and record keeper wholesalers. Thoughtfully grow firm-wide retirement AUM with Janus Henderson strategies by supporting implementation of effective acquisition and retention efforts. Partner with DSA colleagues to coordinate, collect and disseminate Retirement-specific sales data. Partner with Marketing colleagues to lead the development of campaigns, programs, sales tools, presentations and blog posts for the entire retirement marketplace. Develop and support relationships in the defined contribution space including RIAs, Record Keepers, and Plan advisors. This role requires close collaboration with other departments, such as marketing, product development, and client service teams, to ensure that sales strategies are aligned with the broader goals of Janus Henderson and client needs. Develop expertise and run custom reports using the Bright Scope and Morningstar tools. Leverage AI (MS co-pilot) in particular, to document the team’s Standard Operating Procedures (SOPs) and build efficiencies around advisor outreach and communications. Carry out other duties as assigned.

Requirements

Excellent interpersonal, customer service and sales skills
Proven success building strong intra-company relationships that advance overall business and serve clients
Strong presentation skills
Strong understanding of intermediary sales and processes
Strong understanding of financial marketplace, including in-depth knowledge of how products are priced, packaged, and positioned in the defined contribution and general retirement space
Strong business acumen with a thorough understanding of the asset management business
High degree of self-motivation and the ability to work with minimal supervision
Ability to conceive, direct and execute strategic projects from start to finish
Ability to break down barriers, solve cross-functional issues, build strategic relationships and gain consensus for programs and projects
Knowledge of Defined Contribution distribution channel and overall Retirement market
Ability to manage and prioritize multiple projects and client demands simultaneously
Thorough understanding of FINRA compliance requirements
Strong computer skills including MS Word, Power Point, Excel, Salesforce and Seismic
Excellent verbal and written communications skills
Series 7 & 63 securities licenses

Nice To Haves

Mentoring
Regular training
Career development services
Continuing education courses

Responsibilities

Assist and support Defined Contribution Specialists in the field with all aspects of the firm’s retirement business.
Grow Janus Henderson’s presence with a meaningful roster of smaller Retirement-specific clients including mid-market consultants, plan advisors and record keeper wholesalers.
Grow firm-wide retirement AUM with Janus Henderson strategies by supporting implementation of effective acquisition and retention efforts.
Coordinate, collect and disseminate Retirement-specific sales data.
Lead the development of campaigns, programs, sales tools, presentations and blog posts for the entire retirement marketplace.
Develop and support relationships in the defined contribution space including RIAs, Record Keepers, and Plan advisors.
Ensure sales strategies are aligned with the broader goals of Janus Henderson and client needs through collaboration with marketing, product development, and client service teams.
Develop expertise and run custom reports using the Bright Scope and Morningstar tools.
Leverage AI (MS co-pilot) to document the team’s Standard Operating Procedures (SOPs) and build efficiencies around advisor outreach and communications.
Carry out other duties as assigned.

Benefits

Hybrid working and reasonable accommodations
Generous Holiday policies
Excellent Health and Wellbeing benefits including corporate membership to Wellhub
Paid volunteer time to step away from your desk and into the community
Support to grow through professional development courses, tuition/qualification reimbursement and more
Maternal/paternal leave benefits and family services
Unique employee events and programs including a 14er challenge
Complimentary beverages, snacks and all employee Happy Hours
Annual Bonus Opportunity: Position may be eligible to receive an annual discretionary bonus award from the profit pool.
Competitive compensation
Pension/retirement plans
Various health, wellbeing and lifestyle benefits