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Director Defined Contribution Jobs (NOW HIRING)

PNC Bank

In this position, you will be part of the product team managing the delivery of investment advisory and employee education solutions to sponsors of participant directed defined contribution plans.

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Director Defined Contribution information

What is the difference between Director Defined Contribution vs Financial Advisor?

AspectDirector Defined ContributionFinancial Advisor
CredentialsTypically requires industry-specific certifications, such as CFP or CFA, and experience in retirement plan managementRequires certifications like CFP, Series 7, or Series 65, and client advisory experience
Work EnvironmentWorks within financial institutions or corporations managing retirement plansWorks independently or within firms advising individual clients on investments
Industry UsageCommonly employed in corporate finance, pension funds, and retirement plan providersUsed across banking, independent advisory firms, and wealth management

The main difference is that a Director Defined Contribution focuses on managing and overseeing retirement plan strategies within organizations, while a Financial Advisor provides personalized investment advice to individual clients. Both roles require financial certifications but differ in scope, work environment, and client focus.

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Director Defined Contribution jobs near you
Infographic showing various Director Defined Contribution job openings in the United States as of June 2026, with employment types broken down into 67% Part Time, and 33% Contract. Highlights an 100% In-person job distribution.
Sales Director (In Territory), Eastern Central, Defined Contribution Investment Only (DCIO)

Sales Director (In Territory), Eastern Central, Defined Contribution Investment Only (DCIO)

T Rowe Price

Baltimore, MD • Remote

Other

Posted 12 days ago

T. Rowe Price rating

9.1

Company rating: 9.1 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Role Summary

The Sales Director, Defined Contribution Investment Only (DCIO) is responsible for cultivating relationships with DC Specialist Advisors to achieve annual sales and retention efforts within the Eastern Central territory. The Sales Director will identify points of leverage and opportunities to influence investment decisions with Advisors, Recordkeeping Wholesalers and other COI's to maximize results. Through a combination of one-on-one meetings, group events and finalist presentations, the Sales Director will represent T. Rowe Price's investment solutions and thought leadership with integrity and professionalism.

Responsibilities

  • Sales Director, Defined Contribution Investment Only (DCIO) will leverage data to inform activity metrics that drive positive outcomes for clients.
  • Sales Director will create annual territory management plan with a focus on pipeline and closed investment wins in partnership with Internal Sales Consultant and Regional Sales Specialist.
  • Sales Director will travel in territory to deliver high impact engagements including finals presentations with plan sponsors and value add presentations. Sales Director will need to partner effectively with internal stakeholders in Investments, Marketing and National Accounts to achieve objectives. To maximize results, the Sales Director will need to harness the power of CRM technology to manage territory efficiently and to optimize sales results.
  • As a member of the DCIO Field Sales Team the Sales Director will contribute best practices and idea sharing to help other associates grow and improve.
  • As a member of the One TRP culture, the Sales Director will be encouraged to participate in cross enterprise initiatives which focus on creating better client experiences.

Qualifications

Required:

  • Bachelor's degree or the equivalent combination of education and relevant experience
  • 10+ years of external wholesaling experience in Eastern Central territory.
  • DCIO and/or Retirement Plan Sales a must.
  • FINRA Series 7 and Series 63

Preferred:

  • CIMA
  • MBA
  • CFP
  • CFA
  • Extensive knowledge of DC industry including DCIO and/or Retirement Plan Sales
  • Advanced sales, service, and relationship management skills
  • Advanced verbal and written communication skills
  • Outstanding presentation/public speaking skills
  • Self-directed and willing to travel (50%)
  • Thorough knowledge of the investment process and TRP products
  • Comprehensive network of DC Specialist Advisor relationships

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for full time remote work.

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