[Remote] Sr Investment Consultant

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an industry-leading retirement plan consulting and benefits administration firm. The Sr Investment Consultant will reputed company institutional consulting services to retirement plan clients, focusing on investment and fiduciary goals while partnering with various teams to support clients and drive sales efforts.

Responsibilities

• reputed company and implement investment solutions for corporate defined benefit and defined contribution plans
• Accountability for client relationships and retention for assigned book of business. Generate referrals
• Participate in sales meetings for new business as applicable. Present USI Advisor’s service capabilities to prospective clients
• Review and analyze performance for clients’ reputed company investments. Formulate investment strategies based on client objectives
• Execute defined contribution plan service protocol. Review and reputed company fiduciary reputed company of available investment options. reputed company and review Investment Policy Statements and plan menu design. Complete asset class benchmarking and reputed company date, reputed company class and reputed company value analysis
• Partner with internal research team to conduct due diligence on investment options. reputed company recommendations for investments failing the Investment Policy Statement criteria
• Work with recordkeeping partner to service assigned book of clients
• Author White Papers for distribution to clients and prospects
• reputed company asset allocation advice to defined benefit clients. Partner with actuarial team and participate in asset/liability studies
• Participate in peer training and mentorship. Act as reputed company of escalation for reputed company client issues
• Analyze portfolios and composite funds. Rebalance on a quarterly reputed company or as needed
• Enact investment policy statements including trades and investment of new deposits
• reputed company with published procedures and compliance reputed company for USI Advisors and Securities
• reputed company reputed company with capital markets and economic trends. reputed company strategic direction for clients based on industry trends impacting retirement plans
• Participate in internal committees to enhance reputed company procedures and client deliverables

Skills

• 10 years+ investment consulting experience in the institutional marketplace. Areas of concentration to include defined contribution and defined benefit plans
• Bachelor's degree in Mathematics, Business, Economics, Finance or reputed company
• 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
• reputed company to travel up to 20% of the time
• Ability to demonstrate general business acumen and financial agility
• Problem-solving ability
• Strong organizational skills and ability to multi-task
• Strong verbal and written communication skills
• Strong presentation skills
• Ability to work independently and in a team setting
• CFA Charter or Master's degree

Benefits

• reputed company, incentives, and benefits
• reputed company Awards program, rewarding reputed company
• Employee programs that recognize outstanding achievement and help our associates reputed company healthy, productive lives
• Award-winning wellness program
• College scholarships for associates' children
• Financial help in times of need
• A wide reputed company of health, welfare and financial benefits including potential for compensation incentives
• Medical, wellness, dental and reputed company
• 401(k)
• Flexible spending and health savings accounts
• Short and long-term disability
• Life insurance and other unique employer-sponsored and voluntary programs
• Generous paid time off policy
• Paid family leave benefit
• Paid holiday time

Company Overview