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DCIO Sales Associate

4 months ago

Boston, United States Putnam Full time

** DCIO Sales Associate**

****

New * DCIO Business Work Flow and Management

* Maintain record keeper, consultant and plan sponsor contact information in the contact management system.

* Assist with developing and maintaining Quarterly and Monthly mailings including newsletters, white papers and performance updates.

* Coordinate Quarterly presentation books, performance, attribution and fund profiles for distribution to clients and prospects.

* Coordinate all IO external and internal meetings.

* Update various presentations.

* Be knowledgeable about the competitive landscape of mutual fund competitors.

* Be familiar with performance databases (Morningstar, etc.).

* **Internal Management (collaboration with Putnam associates)**

* Assist with client follow up requests

* Participate in weekly sales call with sales management.

* Interact with internal Putnam business partners to create and provide business solutions that meet or exceed client expectations.

* Coordinate RFP requests and ensure all deadlines are met. Review RFP drafts, coordinate final sign-off with RFP and DCIO Manager

* Act as a resource to other Putnam distribution groups: Consultant Relations, Retail, Institutional Defined Benefit and Defined Contribution Full Service sales teams.

* Remain abreast of changes in Putnams products and literature as well as policies and procedures, take initiative for projects and be self-directed in role.

* Work as a partner with the DCIO team to support business plan and sales strategy.

* Develop and enhance industry and product knowledge in order to effectively communicate and build credibility with internal/external partners.

* Demonstrate Putnam professionalism at internal and external meetings.

* Deliver effective presentations promoting Putnams products, services and competitive advantages; presentations given to internal audiences.

**Education and Work Experience**

* Bachelors degree

* 3 years experience in the financial or investment management industry is preferred

* DCIO experience preferred

**Success Factors**

* Ability to work in a deadline-oriented environment

* Willingness to work hard and contribute to achievement of team goals

* Presentation skills

* Hard worker, reliable

* Able to learn quickly, retain knowledge and information

* Demonstrates integrity

* Highly motivated to succeed; welcomes challenges; pursues self-development

* Student of the market; demonstrates a passion for the business

* Effective one on one communication skills; interpersonal flexibility

* Resilience; able to overcome adversity, maintains a positive outlook

* Initiative/resourcefulness, actively seeks opportunities to make a contribution.

**Our Benefits**

* Compensation: Base salary plus competitive performance-based incentives determined by company and individual results

* Time Off: Flexible time-off under the responsible vacation plan, or a minimum of 18 days paid through traditional vacation and personal days, as well as 11 paid company holidays per full calendar year, plus paid sick and volunteer time

* Financial Benefits: 401(k) savings plan with up to a 5% annual match and annual company discretionary contribution of eligible compensation plus other annual incentive plans based on eligibility

* Family Focus: Up to 12 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, and up to $10,000 for adoption and surrogacy assistance

* Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company discretionary contribution up to $1,000 per family

* Wellness Programs: Wellness incentive platform, employee assistance program, financial counseling services, fitness center discounts and more

* Life & Disability Benefits: Company-paid basic life insurance, short- and long-term disability

* Learning: Tuition reimbursement, instructor-led and online classes, mentorship, sponsorship, coaching and leadership development programs

* Diversity, Equity & Inclusion: Diversity Advisory Council, business impact groups

* Sustainability: Corporate Sustainability Committee, member of the Sustainability Roundtable, Inc.

At Putnam we are committed to a diverse workforce and take positive steps to ensure equal opportunity in our recruitment process. We also undertake to hire, develop and retain the most talented individuals by valuing the varied skills that you bring.