BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

  • Asset Management
  • Alternative Investments
  • Banking
  • Broker/Dealers
  • Commercial Lending
  • Consulting
  • Corporate Treasury
  • Family Offices
  • Financial Services Software Services
  • Insurance & Pension Funds
  • Municipal Finance
  • Private Equity
  • Real Estate Finance
  • Trading

Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:
1083-1

Job Type:
Permanent

Title:
Director of Retirement Services (1083-1)

Location:
Chicago Loop

Description:
Boutique independent wealth manager / retirement plan provider offering
retirement plans for small businesses (less than 100 employees) seeks a sales
and marketing executive for an entrepreneurial opportunity with the
structure/security/resources of a small, but established firm. They are a fee-
only firm that was founded in 2000 and takes a comprehensive approach to
ensure their clients are prepared for any financial challenges.

RESPONSIBILITIES:
Grow retirement business for targeted group of sophisticated customers through
in-depth profiling/consultative selling/exceptional customer care
Use business development/prospecting skills to attract new relationships
Create/implement a sales and marketing strategy
Motivate/manage a small support staff
Construct presentation materials and present to various groups
Manage your own schedule (coordinated with a firm Principal)

REQUIREMENTS:
Bachelor’s degree in a business discipline is required
8+ years’ experience in the financial services industry in sales and marketing
with a retirement plan focus
fi360 designations such as Accredited Investment Fiduciary (AIF) and/or
Registered Fiduciary (RF) preferred
Familiar with section 3(38) fiduciary service model
Familiarity with investment concepts and the basics of retirement plan design
Comfortable with public speaking; committed to superior customer service;
excellent verbal/writing skills are important; some travelling will be
required


Category:
Alternative Investments // Asset Management // Sales and Marketing

Contact:
jordan@bcius.com