Asset & Wealth Management, Client Solutions Group, Retirement Solutions Sales Support, Associate - Dallas

About the role

The Associate supports business development and client engagement with large defined contribution plan sponsors. The role focuses on originating and advancing relationships with corporate retirement decision-makers, partnering closely with senior coverage professionals to pursue new and existing client opportunities.

Responsibilities

• Develop and cultivate relationships with large corporate DC plan sponsors;
• Support positioning of investment strategies for potential inclusion in 401(k) investment menus;
• Originate new plan sponsor relationships through proactive outreach to investment committee stakeholders, including HR and Treasury;
• Own external communications, meeting coordination, preparation of tailored discussion materials, and post-meeting follow-up;
• Deliver and support thought leadership on DC investment menu construction, private markets integration, retirement income solutions, and participant behavior trends;
• Support coverage and pipeline management by identifying key decision-makers, setting outreach priorities, and tracking next steps;
• Maintain accurate CRM records, including meeting logs, contact updates, and opportunity pipeline reporting;
• Identify and evaluate competitive replacement opportunities through analysis of plan lineups, manager positioning, and performance trends;
• Collaborate closely with internal coverage, product, and investment teams to support client engagement and product positioning.

Requirements

Bachelor’s degree required. Minimum 3 years of experience in asset management, institutional sales, retirement services, or related financial services preferred. Strong interest in defined contribution plans and retirement investing. Excellent communication, organizational, and relationship management skills. Highly organized with strong attention to detail and follow-through. Ability to manage multiple priorities in a fast-paced, team-oriented environment. Securities Industry Essentials (SIE), Series 7, and Series 63 licenses required, or ability to obtain within 90 days of joining.