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DCIO Company Asset Management strives to help investors achieve their financial goals through investment solutions managed by specialized investment teams and backed by collaborative service. DCIO’s investment approach centers on autonomous investment teams that maintain their own independent research, idea-generation, and decision-making processes. Its independent investment risk management approach provides a consistent, unbiased framework for analyzing and balancing risk in portfolios. DCIO offers the expertise of over 29 investment teams—each focused on specialized, niche portfolio management strategies—that attempt to meet the diverse needs of our investors.
The main purpose of this position is to generate sales and retain assets for DCIO Company Asset Management (DCIO) within the Defined Contribution Investment Only (DCIO) business. The role is responsible for cultivating and maintaining relationships with Investment Advisors who specialize in evaluation and selection of investments for defined contribution (DC) plans. The position’s primary objective is to influence Investment Advisor use of DCIO Investment Strategies within DC plans. This position is responsible for managing a specific geographic sales territory in terms of business planning, developing relationships and sales, and coordinating and following through on sales leads generated throughout the territory. The role also requires building and maintaining productive relationships with other DCIO Company sales teams operating within the territory. This position requires an extensive background in the defined contribution plan market, with a high level of knowledge on related investment management, business building and practice management issues, so as to be deemed a subject matter expert and credible resource by DC focused investment advisors.
The individual will be an aggressive, results-oriented sales professional with the capacity to represent the firm at the senior levels throughout the target markets.
Primary responsibilities will include: