RRemoteville
Sphere logoSphere

DCIO Sales Lead

Skills
BusinessBusiness DevelopmentBusiness Relationship ManagementCiosEcosystemFINRAOperations
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • 5-10 years of DCIO or institutional asset management sales experience
  • Proven success getting funds approved on major consulting and advisory firm platforms
  • Extensive experience selling into the DC marketplace
  • Familiarity with ERISA requirements plan design and fiduciary frameworks
  • Bachelor’s degree required
  • Advanced degree or CFA a plus
  • FINRA Series 7 or 63/66 preferred

Nice to have

  • Mission-aligned
  • No-nonsense builder
  • Trusted relationship builder
  • Skilled communicator
  • Entrepreneurial
  • Proactive

Day to day

  • Lead Sphere’s growth in the institutional retirement market by building strong DCIO relationships across the Eastern US.
  • Develop and execute go-to-market plans for 401(k) advisors consultants and plan sponsors to drive distribution of the firm’s products.
  • Represent Sphere at industry events and educate prospects on climate-friendly retirement investing while coordinating closely with internal teams for onboarding and client support.

Hiring process

  • Send resume and brief cover letter to careers@oursphere.org
  • Use subject line: DCIO Sales Lead (Eastern US) Application: [Your Name]