Join employer as a Senior Investment Specialist and gain the opportunity to provide insightful investment analysis and market intelligence to new retirement plan clients and advisors. As a purpose-led firm, employer is committed to making financial security accessible to all, and you can be a part of this mission by strengthening and reinforcing the employer's global investment management brand.

Responsibilities:

- Serve as a Subject Matter Expert by driving awareness, confidence, and understanding
- Build and maintain strong knowledge of all investment strategies
- Collaborate with employer's Record Keeping business, Sales leadership, Product Management, and Marketing to develop and deliver creative, proactive ongoing investment initiatives
- Stay current with competitive analysis
- Provide concise and insightful investment analysis and market intelligence to new retirement plan clients and advisors

Requirements:

- Bachelor's degree or eight years of work experience
- FINRA licensed, including Securities Industry Essentials (SIE) exam or equivalent, Series 6, and Series 63 (or 66)
- 10+ years of experience in investment management and/or corporate retirement plan marketplace
- Understanding of investment management products and services across all asset classes
- Possession of or progress toward MBA, CIMA, CFA, or other investment designation
- Excellent communication skills including verbal, written, interpersonal, and strong presentation skills
- Entrepreneurial spirit with high-level creativity, self-initiative, and problem-solving skills

Additional Information:

- Salary Range: $153,000 - $207,000 per year
- Extensive travel and overnight stays required (approximately 75% of the time)
- Must reside within the Eastern US territory with the option to work remote or hybrid
- Work Authorization/Sponsorship: Not considering applicants that need any type of immigration sponsorship now or in the future to work in the United States
- Investment Code of Ethics: Must follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
- employer is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.