Note: The job is a remote job and is open to candidates in USA. Sphere is a mission-driven firm focused on providing climate-conscious investment solutions for retirement planning. They are seeking a DCIO Internal Sales Wholesaler & Community Manager to support growth within the institutional retirement marketplace by partnering with external sales professionals and managing relationships with retirement plan participants and advisors.
Responsibilities
- Partner with external wholesalers to develop and execute territory business plans focused on asset growth and advisor engagement
- Proactively engage financial advisors, retirement plan advisors, consultants, recordkeepers, and home office personnel to generate sales opportunities and increase market share
- Support distribution efforts across retirement platforms, RIAs, TPAs, and intermediary channels
- Conduct outbound sales calls, virtual meetings, and follow-up campaigns to promote Sphere investment strategies and retirement solutions
- Maintain and strengthen relationships with DCIO platform partners and intermediary firms
- Identify pipeline opportunities and coordinate meetings and follow-up activity for external wholesalers
- Deliver product positioning, market commentary, and competitive analysis to advisors and distribution partners
- Track territory activity, pipeline progress, and sales metrics within CRM systems
- Collaborate with marketing, product, and portfolio management teams to support sales initiatives and advisor communications
- Stay current on retirement industry trends, regulatory developments, investment products, and competitor activity
- Support advisor education initiatives, webinars, conferences, and due diligence requests
- Respond in a timely, professional, and friendly manner to all email communication to Sphere from plan participants and help build the path to creating fund access to their 401k plan
- Respond in a timely, professional, and friendly manner to all email communication from direct investors in Sphere products and potential investors looking to open direct accounts with Sphere
Skills
- Bachelor's degree required; Finance, Business, Economics, or related field preferred
- 8-10+ years of experience in asset management, DCIO sales, internal wholesaling, or retirement plan distribution
- Strong knowledge of defined contribution plans, retirement investment products, and intermediary distribution channels
- Understanding of mutual funds, ETFs, CITs, and retirement plan investment structures
- Excellent communication, presentation, and relationship management skills
- Demonstrated ability to collaborate effectively with external sales teams and cross-functional partners
- Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment
- Proficiency with CRM systems, Microsoft Office Suite, and virtual meeting platforms
- Passion for expanding access to climate-conscious retirement investment solutions
- Team-oriented, entrepreneurial mindset with a strong bias toward execution and results
- Trusted relationship builder with a long-term, consultative approach
- Skilled communicator capable of engaging CIOs, consultants, advisors, and plan sponsors
- Experience supporting retirement-focused advisors and DC distribution platforms
- Existing relationships within the DCIO and institutional retirement ecosystem, including recordkeepers and retirement advisory firms
- Bachelor's degree required; advanced degree or CFA designation is a plus
- FINRA Series 7 or 63/66 preferred
Benefits
- Performance-based bonus incentives
- Equity ownership in a high-growth, venture-backed company
- Medical, dental, and vision coverage
- A 401(k) plan
- Unlimited PTO
- A remote-first, inclusive work environment
Company Overview