Sr Investment Consultant

Overview

Provide institutional consulting services to retirement plan clients. Partner with clients to understand and meet investment and fiduciary goals, serve as a subject matter expert on a wide range of investment topics, and coordinate with internal and external teams to support client service, and sales and marketing efforts.

Responsibilities

• Develop and implement investment solutions for corporate defined benefit and defined contribution plans.
• Manage client relationships and support retention for an assigned book of business, including generating referrals.
• Participate in sales meetings for new business as applicable and present advisory service capabilities to prospective clients.
• Review and analyze performance for clients’ current investments and formulate investment strategies based on client objectives.
• Execute defined contribution plan service protocol, including fiduciary oversight of available investment options; develop and review Investment Policy Statements and plan menu design; and complete asset class benchmarking and target date, share class, and stable value analysis.
• Partner with the internal research team to conduct due diligence on investment options and recommend investments failing Investment Policy Statement criteria.
• Work with recordkeeping partners to service an assigned book of clients.
• Author white papers for distribution to clients and prospects.
• Provide asset allocation advice to defined benefit clients and partner with the actuarial team on asset/liability studies.
• Participate in peer training and mentorship; serve as a point of escalation for complex client issues.
• Analyze portfolios and composite funds and rebalance on a quarterly basis or as needed.
• Enact Investment Policy Statements, including trades and investment of new deposits.
• Comply with published procedures and compliance manual for advisors and securities.
• Stay current with capital markets and economic trends and provide strategic direction based on industry trends impacting retirement plans.
• Participate in internal committees to improve procedures and client deliverables.

Requirements

• 10 years+ investment consulting experience in the institutional marketplace, with concentration in defined contribution and defined benefit plans.
• Bachelor’s degree in Mathematics, Business, Economics, Finance, or Accounting.
• Uniform Investment Adviser Law (Series 65) designation required.
• Familiarity with industry software programs for performance monitoring.
• Broad knowledge of retirement and pension programs and funding.
• Ability to travel up to 25% of the time.
• Strong business acumen and financial agility.
• Problem-solving ability, strong organizational skills, and ability to multi-task.
• Strong verbal and written communication skills, including presentation skills.
• Ability to work independently and in a team setting.

Preferred Qualifications

• CFA Charter or Master’s degree.

Compensation & Benefits

• Annual salary range: $110,000 - $130,000, plus potential compensation incentives.
• Potential compensation incentives.
• Medical, wellness, dental, and vision.
• 401(k).
• Flexible spending and health savings accounts.
• Short- and long-term disability.
• Life insurance.
• Other unique employer-sponsored and voluntary programs.
• Generous paid time off policy, paid family leave benefit, and paid holiday time.

Location

Not specified.