Internal DCIO Specialist
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About The Position
As Internal DCIO Specialist, you will play a pivotal role in supporting the growth and success of our Defined Contribution Investment Only (DCIO) business. Your responsibilities will include ensuring consistent follow-up with top DCIO advisors, providing necessary comparisons, and collaborating with the Investment Specialists Team to create essential resources. You will assist in managing pipelines, opportunities, and other reports, as well as help schedule meetings and prospect for new opportunities. In this role, you will report to the Business Development Manager, but closely support Regional Investment Consultants in cultivating DCIO opportunities, work with other Business Development Analysts to identify top DC targets using internal data and conduct joint calls to help BDAs develop their own DC relationships. Field travel with clients to support their business and collaboration with marketing and compliance to create new external content will also be key aspects of your responsibilities.
