Investments Director

For our client, we are seeking a Investments Director to join the team of a leader in the Finance & Insurance space. This role will drive investment product distribution strategy and support growth in assets under management across institutional and intermediary channels. The ideal candidate will bring deep knowledge of retirement plans, portfolio strategies, and financial services sales, along with the ability to serve as a trusted advisor to plan sponsors and financial professionals. The position partners closely with internal stakeholders to strengthen client relationships, identify new business opportunities, and deliver compelling investment insights that support revenue growth. Location: Remote - US based candidates only, no visa sponsorship available Compensation: $125,400 – $181,875 annually Responsibilities Develop and execute strategies to drive investment product distribution and assets under management growth Serve as a subject matter expert on the organization's investment product offerings Provide consultative investment expertise to plan sponsors and financial intermediaries Partner with internal teams to identify new business opportunities and strengthen client relationships Prepare and deliver investment presentations and portfolio reviews Analyze and communicate investment performance and market trends Collaborate with key account teams to enhance intermediary relationships Qualifications Bachelor's degree in Business or a related field 10+ years of experience in financial services sales or investment product distribution FINRA Series 6, 63, and 7 registrations required Comprehensive knowledge of retirement plans and institutional markets Strong understanding of investment concepts and portfolio strategies Demonstrated experience in relationship management and business development Ability to travel 40% to 60% of the time based on business needs Benefits Medical, dental, vision, and life insurance 401(k) plan with generous company matching contributions Tuition reimbursement up to $5,250 per year Business-casual environment with jeans option Generous paid time off and holidays Paid volunteer time - 16 hours per year Leave of absence programs including paid parental leave and disability Business Resource Groups for inclusion and collaboration Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.