About Sphere
Over $45 trillion in U.S. retirement assets remain invested in traditional market indexes that include significant fossil fuel exposure, despite growing investor demand for climate-conscious investment options. Sphere was built to provide advisors, consultants, and retirement plan participants with transparent, low-cost investment solutions designed to align long-term retirement investing with a changing global economy.
Over the past four years, Sphere has achieved placement across major retirement platforms, including Charles Schwab, Vanguard, and Fidelity Investments. As we continue expanding distribution of our flagship strategy and upcoming target date fund suite, we are seeking a DCIO Internal Sales Wholesaler and Community Manager to help drive growth across the defined contribution marketplace.
This is an opportunity to join a mission-driven, high-growth firm at a pivotal stage of expansion and help shape the future of retirement investing.
Role Summary
The DCIO Internal Sales Wholesaler & Community Manager will serve in two complimentary capacities.
First, they will partner closely with external sales professionals to support Sphere’s growth within the institutional retirement marketplace. This individual will help deepen relationships across the DCIO ecosystem, identify new sales opportunities, support advisor engagement initiatives, and contribute to the development of scalable sales and development of CRM processes.
Second, they will serve as a primary relationship manager for inbound interest from retirement plan participants, advisors, and prospective partners, helping educate stakeholders, capture demand signals, and create pathways for broader fund access. They may also manage incoming interest from plan participants seeking education on sustainable investing options and guidance on how retirement investment menus are evaluated.
This role is ideal for someone who enjoys building infrastructure, creating repeatable processes, and helping shape a growing distribution organization. It will require a consultative sales mindset, strong relationship management skills, and the ability to thrive in a fast-paced, entrepreneurial environment. The ideal candidate has experience within retirement plan distribution, understands intermediary sales channels, is aligned with Sphere’s mission of expanding access to transparent, sustainable investment solutions, and is comfortable engaging advisors and plan participants through proactive outreach, virtual meetings, and ongoing relationship development.
Key Responsibilities
Partner with external wholesalers to develop and execute territory business plans focused on asset growth and advisor engagement.
Proactively engage financial advisors, retirement plan advisors, consultants, recordkeepers, and home office personnel to generate sales opportunities and increase market share.
Support distribution efforts across retirement platforms, RIAs, TPAs, and intermediary channels.
Conduct outbound sales calls, virtual meetings, and follow-up campaigns to promote Sphere investment strategies and retirement solutions.
Maintain and strengthen relationships with DCIO platform partners and intermediary firms.
Identify pipeline opportunities and coordinate meetings and follow-up activity for external wholesalers.
Deliver product positioning, market commentary, and competitive analysis to advisors and distribution partners.
Track territory activity, pipeline progress, and sales metrics within CRM systems.
Collaborate with marketing, product, and portfolio management teams to support sales initiatives and advisor communications.
Stay current on retirement industry trends, regulatory developments, investment products, and competitor activity.
Support advisor education initiatives, webinars, conferences, and due diligence requests.
Respond in a timely, professional, and friendly manner to all email communication to Sphere from plan participants and help build the path to creating fund access to their 401k plan.
Respond in a timely, professional, and friendly manner to all email communication from direct investors in Sphere products and potential investors looking to open direct accounts with Sphere.
Partner with external wholesalers to develop and execute territory business plans focused on asset growth and advisor engagement.
Proactively engage financial advisors, retirement plan advisors, consultants, recordkeepers, and home office personnel to generate sales opportunities and increase market share.
Support distribution efforts across retirement platforms, RIAs, TPAs, and intermediary channels.
Conduct outbound sales calls, virtual meetings, and follow-up campaigns to promote Sphere investment strategies and retirement solutions.
Maintain and strengthen relationships with DCIO platform partners and intermediary firms.
Identify pipeline opportunities and coordinate meetings and follow-up activity for external wholesalers.
Deliver product positioning, market commentary, and competitive analysis to advisors and distribution partners.
Track territory activity, pipeline progress, and sales metrics within CRM systems.
Collaborate with marketing, product, and portfolio management teams to support sales initiatives and advisor communications.
Stay current on retirement industry trends, regulatory developments, investment products, and competitor activity.
Support advisor education initiatives, webinars, conferences, and due diligence requests.
Respond in a timely, professional, and friendly manner to all email communication to Sphere from plan participants and help build the path to creating fund access to their 401k plan.
Respond in a timely, professional, and friendly manner to all email communication from direct investors in Sphere products and potential investors looking to open direct accounts with Sphere.
Qualifications
Experience
Bachelor’s degree required; Finance, Business, Economics, or related field preferred.
8-10+ years of experience in asset management, DCIO sales, internal wholesaling, or retirement plan distribution.
Strong knowledge of defined contribution plans, retirement investment products, and intermediary distribution channels.
Understanding of mutual funds, ETFs, CITs, and retirement plan investment structures.
Excellent communication, presentation, and relationship management skills.
Demonstrated ability to collaborate effectively with external sales teams and cross-functional partners.
Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
Proficiency with CRM systems, Microsoft Office Suite, and virtual meeting platforms.
Preferred Qualifications
Passion for expanding access to climate-conscious retirement investment solutions.
Team-oriented, entrepreneurial mindset with a strong bias toward execution and results.
Trusted relationship builder with a long-term, consultative approach.
Skilled communicator capable of engaging CIOs, consultants, advisors, and plan sponsors.
Experience supporting retirement-focused advisors and DC distribution platforms.
Existing relationships within the DCIO and institutional retirement ecosystem, including recordkeepers and retirement advisory firms.
Education & Licenses
Bachelor’s degree required; advanced degree or CFA designation is a plus.
FINRA Series 7 or 63/66 preferred.
Experience
Bachelor’s degree required; Finance, Business, Economics, or related field preferred.
8-10+ years of experience in asset management, DCIO sales, internal wholesaling, or retirement plan distribution.
Strong knowledge of defined contribution plans, retirement investment products, and intermediary distribution channels.
Understanding of mutual funds, ETFs, CITs, and retirement plan investment structures.
Excellent communication, presentation, and relationship management skills.
Demonstrated ability to collaborate effectively with external sales teams and cross-functional partners.
Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
Proficiency with CRM systems, Microsoft Office Suite, and virtual meeting platforms.
Skills & Attributes
Mission-aligned: you believe in aligning capital with climate-positive solutions
Focused team player: you like to win as a team, lead with clarity, and get the job done
Trusted relationship builder with a long-term, client-first mindset
Skilled communicator able to engage sophisticated investors, family offices, investment committees, and clients directly
Entrepreneurial and accountable — comfortable building and owning a book of business from the ground up
Comfortable operating in a lean, entrepreneurial environment and applying independent judgment to portfolio construction, asset allocation, and client portfolio strategy without the infrastructure of a large investment team
Education & Licenses
Bachelor’s degree required; advanced degree or CFA a plus
FINRA Series 65 licensed and hold appropriate state registrations
Compensation & Benefits
This is not a traditional internal sales role. Sphere is building a new standard in sustainable, scalable index investing, and this position offers the opportunity to play a meaningful role in shaping the future of retirement assets.
Compensation is commensurate with experience and includes a base salary range of $80,000-110,000 + performance-based bonus incentives, and equity ownership in a high-growth, venture-backed company. Sphere offers a comprehensive benefits package including medical, dental, and vision coverage, a 401(k) plan, unlimited PTO, and a remote-first, inclusive work environment.
Equal Employment Opportunity
At Sphere, we are committed to providing an environment of mutual respect where equal
employment opportunities are available to all applicants and teammates without regard to race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, gender expression, military and veteran status, and any other characteristic protected by applicable law. Our team believes that diversity, equity and inclusion are critical to the success of any team or company. In addition to federal law requirements, Sphere complies with applicable state and local laws governing nondiscrimination in employment in every location.
Full-time remote position with minimal travel required.
To Apply:
Please send your resume and a brief cover letter explaining why you might be a great fit for Sphere and this role to careers@oursphere.org. Applications without this information will not be considered. Please make sure the subject line states “DCIO Inside Sales Wholesaler & Sphere Community Manager Application: [Your Name]”.
All Rights Reserved © 2026 Our Sphere, Inc.
