Cohen & Steers · 11 hours ago
Vice President, Wealth Management DCIO Consultant (Midwest Region)
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$165K/yr - $185K/yr
10+ years expCohen & Steers is a leading investment management firm, and they are seeking a Vice President, Wealth Management DCIO Consultant to grow their presence and market share with financial advisors and retirement plan consultants. The Consultant will be responsible for managing relationships, promoting investment products, and supporting the Wealth Management sales team in their territory.
Finance
Responsibilities
Responsible for growing 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 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 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 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
Qualification
Required
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
Preferred
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
Company
Cohen & Steers
Cohen & Steers is a global investment manager specializing in liquid real assets, including real estate securities, listed infrastructure, and natural resource equities, as well as preferred securities and other income solutions.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$68.4M2024-04-22Post Ipo Equity· $68.4M
2004-08-12IPO
Leadership Team
Joseph Harvey
Chief Executive Officer
Alex Shafran
SVP, Head of Performance & Client Reporting
Recent News
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