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Defined Contribution Investment Specialist - West Palm Beach Florida

Company: VirtualVocations
Location: West Palm Beach, Florida
Posted On: 02/07/2025

A company is looking for a VP, Defined Contribution Investment Specialist (DCIO).



Key Responsibilities

Develop and implement investment strategies for defined contribution plans
Collaborate with clients to understand their investment needs and provide tailored solutions
Monitor and analyze market trends to inform investment decisions


Required Qualifications and Education

Bachelor's degree in Finance, Economics, or a related field
Extensive experience in investment management, particularly in defined contribution plans
Professional certifications such as CFA or CAIA are preferred
Strong analytical skills with a focus on quantitative analysis
Proven track record of managing client relationships effectively More...

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