The Company is seeking a Vice President of Sales, Defined Contribution to drive adoption of retirement investment and guaranteed-income solutions among advisors in an assigned territory. The role owns an annual sales target and builds relationships with retirement plan advisors and recordkeeper field teams, converting platform partnerships into local opportunities. Responsibilities include developing and executing a territory plan, managing pipeline activity, leading advisor education and presentations, and coordinating joint meetings and campaigns with partners. The successful candidate will collaborate with internal distribution teams and product specialists,
using market intelligence and CRM tools to guide targeting and sales execution.
Candidates should bring 10 or more years of retirement plan sales experience, a record of meeting or exceeding sales goals, and established relationships with retirement plan advisors and recordkeeper teams. Robust knowledge of defined contribution markets, advisor and recordkeeper channels, and ERISA fundamentals is required, along with expertise in private assets or guaranteed income and the ability to develop knowledge of the other area. Excellent presentation skills, sound judgment, and adaptability are essential. A FINRA Series 6 and 63 or Series 7 license is required; a bachelor's degree in business, finance, or a related field, or equivalent professional experience, is preferred.
Hiring Manager Title
Head of DC Wealth Distribution
Functions
- Sales/Revenue
📌 Vice President of Sales, Defined Contribution (Ottawa)
🏢 Recognized
📍 Ottawa
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