Vice President, Wealth Management DCIO/Retirement Consultant - West Region

About the role

The Wealth Management DCIO/Retirement Consultant is responsible for growing Cohen & Steers presence and market share with financial advisors, RIAs, record keepers, and TPAs (platforms). The Consultant works closely with team members in Wealth Management and other areas of Cohen & Steers to support the growth of the DCIO/Retirement business.

Responsibilities

• Grow Cohen & Steers presence and market share with Advisors and RIA’s in the assigned territory with a focus on gaining access to short lists
• Cultivate strong relationships with a broad spectrum of financial professionals within your territory—including wirehouse advisors, independent broker-dealer advisors, RIA firms, retirement plan consultants, aggregators, and some individuals at TAMP/recordkeeper partners
• Ensure that Cohen & Steers investment products are available and highlighted on the Advisor, RIA and recordkeeper’s investment platforms
• Deliver compelling investment narratives by presenting the firm’s DCIO/Retirement capabilities, thought leadership, and portfolio insights in one-on-one meetings, group presentations, webinars, and industry events
• Promote recognition of Cohen & Steers as a leader in the DCIO/Retirement industry, emphasizing our investment capabilities, thought leadership, and focus on real assets as important benefits of partnership with Cohen & Steers
• In conjunction with Retirement leadership, National Accounts and Wealth Management sales teams, coordinate activities with, plan advisors, recordkeepers and key distribution partners to support activities designed to increase use of Cohen & Steers investment products and asset classes in defined contribution plans
• Partner effectively with Cohen & Steers Institutional, Consultant Relations, Marketing and Sales, Investment Product, Relationship Management, and Global Marketing to bring appropriate resources to engage and assist in the growth of the DCIO/Retirement business
• Maintain rigorous pipeline management using CRM systems to track activities, analyze sales data, segment opportunities, and report progress to senior leadership
• As appropriate, ensure access to Cohen & Steers investment teams

Requirements

• 10+ years of work experience in financial services
• Minimum of 7 years’ experience with defined contribution RIA’s, Advisors and/or record keepers
• Bachelor's degree required
• FINRA Series 7 & 63 licenses
• Demonstrates inclusive behaviors in support of a culture that values diverse perspectives

Qualifications

• In-depth understanding of investment products, the financial services industry (particularly defined contribution market), financial concepts, product knowledge, investment management, and client-service strategies
• Prior experience in presenting investment capabilities to retirement plan advisors, plan sponsors, investment analysts and investment consultants
• Exceptional organization skills, strong leadership, influencing and consensus building skills, superior selling and relationship building skills
• Ability to be self-directed, self-managed, possess proven decision-making skills and sound judgment