Vice President, Investment & Wealth Distribution

Ascensus

. Lead the investment and wealth distribution strategy for the Retirement business .

Posted 9/28/2026full-timeUnited StatesLead💰 $250,000 - $300,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading investment and wealth distribution strategies, with a strong focus on revenue growth, client engagement, and compliance within the defined contribution retirement and wealth management sectors. Proven ability to build and lead high-performing teams while executing multi-year growth plans and go-to-market strategies.

Highest-signal resume keywords

Investment Distribution StrategyRevenue GrowthClient EngagementDefined Contribution MarketplaceSales Enablement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment ManagementWealth ManagementSales Strategy DevelopmentMarket AdoptionFinancial AcumenPerformance Metrics TrackingGrowth StrategySales Playbook DevelopmentAdvisor DistributionParticipant Conversion

Soft Skills

Executive PresenceCommunication SkillsJudgmentInfluencing Without AuthorityTeam Leadership

Tools & Technologies

Sales Pipeline ManagementForecasting ToolsClient Engagement PlatformsPerformance ScorecardsCompliance Tracking Systems

Certifications & Qualifications

FINRA LicensesInvestment-Related Credentials

Industry Keywords

Defined Contribution RetirementAsset ManagementInstitutional SalesInvestment SolutionsAdvisor EcosystemPlan Sponsor Decision-MakingQDIA StrategiesManaged AccountsStable Value FundsTarget Date Funds

About the role

Key responsibilities & impact

Lead the investment and wealth distribution strategy for the Retirement business
Establish a dedicated sales and commercialization capability
Deliver go-to-market strategies for managed accounts and proprietary or co-manufactured investment solutions
Build advisor, partner, and client engagement motions
Create adoption and participant conversion programs
Develop and execute multi-year growth plans across investment and wealth solutions
Define target segments, priority solutions, field engagement, advisor activation, sales enablement, and success metrics
Serve as commercial owner for adoption, revenue growth, asset growth, and client penetration
Design, build, and lead an investment and wealth distribution team
Develop sales playbooks, client materials, pricing support, implementation guidance, and field-ready tools
Establish sales targets, pipeline discipline, forecasting, conversion tracking, and accountability routines
Engage advisors, consultants, institutional partners, strategic clients, and market influencers
Represent Ascensus at client and advisor meetings, partner forums, industry conferences, and strategic pursuits
Partner cross-functionally with Wealth Solutions, Product, Marketing, Operations, Technology, Finance, Legal, Compliance, Relationship Management, Service Management, and Sales
Establish scorecards tracking revenue, assets, adoption, pipeline, penetration, advisor engagement, enrollment, conversion, and client performance
Provide performance updates to Retirement and IWS leadership
Partner with Finance on business cases, revenue projections, investment priorities, and long-range growth plans
Ensure compliance with legal, regulatory, fiduciary, operational, and data-protection requirements
Build and lead a team of professionals

Requirements

What you’ll need

Bachelor's degree required; advanced degree preferred
10+ years of experience in defined contribution retirement, investment management, asset management, wealth management, institutional sales, or related financial services fields
7+ years of experience in investment distribution, DC sales, advisor distribution, institutional retirement sales, wealth distribution, or other growth-oriented commercial leadership roles
Demonstrated ability to create measurable revenue growth, asset growth, penetration, adoption, and participant conversion outcomes
Ability to operate in a complex matrix environment and influence without direct authority
Track record setting growth strategy, building sales or distribution capabilities, launching new investment products, and driving market adoption at scale
Strong executive presence, communication skills, judgment, financial acumen, and ability to translate complex investment and wealth topics into practical client and advisor-facing narratives
Ability to move quickly from strategy to execution, build scalable operating models, and create accountability for results
Deep understanding of the defined contribution marketplace, retirement plan economics, advisor and consultant ecosystems, plan sponsor decision-making, investment menus, QDIA strategies, and participant engagement models
Experience with managed accounts, advice solutions, stable value, target date funds, CITs, proprietary or co-manufactured investment solutions, and broader wealth programs preferred
Strong advisor, consultant, partner, and client-facing credibility preferred
Experience working with relationship management, service management, sales, product, investment, marketing, operations, technology, finance, legal, and compliance teams
FINRA licenses and/or investment-related credentials preferred

Benefits

Comp & perks

401(k) match
Medical
Dental
Vision
Paid-Time-Off
Uninterrupted virtual workspace requirement for remote associates
Family care in place during business hours
Internet work speed requirement of 25 Mbps or better for individual use