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Fintech • Information Technology • Financial Services
Grow and retain defined contribution assets under management across the Pacific Northwest by developing relationships with advisors, consultants, recordkeepers, and strategic partners. Execute distribution strategies, market investment products, advise partners on DC trends and regulations, respond to client needs, coordinate internal resources, and maintain CRM records. The role requires investment fluency, strong sales and relationship-management experience, relevant securities licenses, and substantial client travel.
