Defined Contribution Investment Product Specialist

Take on the role of Defined Contribution Investment Product Specialist, managing investment advisory and employee education solutions for defined contribution plans. Collaborate with advisors and consultants, support plan design, and drive business opportunities. Ideal for candidates with significant industry experience and expertise in investment management and product development.

Skills

• investment advisory
• defined contribution plans
• product development
• asset management
• plan design
• fiduciary education
• compliance support
• vendor management
• risk management
• sales initiatives
• non-qualified deferred compensation
• chartered financial analyst
• content creation
• presentation delivery
• webinar delivery
• business case development
• business plan development
• product marketing
• stakeholder management
• emerging technologies
• data analytics
• process improvement
• customer solutions
• design thinking
• problem solving
• collaboration
• effective communication
• business acumen
• decision making
• critical thinking